The document templates implemented in Livespace can help you automatically create similar documents. Using pre-defined templates of Word (.docx), Excel (.xlsx) or PowerPoint files (.pptx) filled in with appropriate fields, you can quickly generate ready contracts, offers, sales statements and pro form invoices. We write about it in detail here. In order to edit, fill in and create your own template you might need to use this list of the fields Livespace operates on.

In this article we describe document templates features of:


Fields that can be used in document templates

Deals

For each field, you can use a ‘d’ shortcut instead of ‘deal’.

Id [deal.id]
Name [deal.name]
Number [deal.number]
Description [deal.note]
Description in html [deal.note_html]
Created [deal.created]
Date of modification [deal.modified]
End date [deal.date_end]
Probability [deal.probability]
Status [deal.status]
Creator [deal.creator_name] [deal.creator_email]
Modifier [deal.modifier_name] [deal.modifier_email]
Owner [deal.owner_name] [deal.owner_email]

Profits

Forecasted profit [deal.profit_forecast]
Forecasted profit wihout discount [deal.profit_forecast_without_discount]
Executed profit [deal.profit_executed]
Executed profit without discount [deal.profit_executed_without_discount]

Costs

Forcasted cost [deal.cost_forecast]
Forcasted cost without discount [deal.cost_forecast_without_discount]
Executed cost [deal.cost_executed]
Executed cost without discount [deal.cost_executed_without_discount]

Gain

Forecasted gain [deal.gain_forecast]
Forecasted gain without discount [deal.gain_forecast_without_discount]
Executed gain [deal.gain_executed]
Executed gain without discount [deal.gain_executed_without_discount]

Discount

Forecast discount [%] [deal.discount_percent_forecast]
Executed discount [%] [deal.discount_percent_executed]

Process

Process name [deal.process_name]
Stahe [deal.stage_name]
Substage [deal.substage_name]
Probability [deal.probability] %

Products

For each field, you can use a ‘b’ shortcut instead of ‘budget’.

Category name [budget.category_name]
Description [budget.description]
Price [budget.price]
Amount [budget.amount]
Value without discount [budget.value]
Value with discount [budget.value_final]
Discount [%] [budget.discount_percent]
Date [budget.date;frm=’yyyy-mm-dd’]
Gain (1) or cost (0) [budget.is_profit]
Forecast (1) or realization (0) [budget.is_forecast]
Forecasted profit [budget.is_profit_forecast]
Profit [budget.is_profit_not_forecast]
Forecasted cost [budget.is_not_profit_forecast]
Realized cost [budget.is_not_profit_not_forecast]

 

An example of a table with a list of forecasted products:

No.

Name

Net value

Discount

Net value with discount

Gross value

1. [b.category_name;
block=tbs:row;
when [b.is_profit_forecast]=’1′]  [b.description]

[b.value;
frm=0 000,00] USD

[b.discount_percent]%

[b.value_final;
frm=0 000,00] USD

[b.value_final;
ope=mul:1.23;frm=0 000,00] USD

 

People

For each field, you can use a ‘ct’ shortcut instead of ‘contact’.

First name [contact.firstname]
Last name [contact.lastname]
First and last name [contact.name]
Position [contact.role]
Description [contact.note]
Creation date [contact.created]
Modification date [contact.modified]
Contact creator [contact.creator_name] [contact.creator_email]
Contact modifier [contact.modifier_name] [contact.modifier_email]
Contact owner [contact.owner_name] [contact.owner_email]

Contact person

Email [contact.email]
Phone number [contact.phone]

Address

Address [contact.address_street] [contact.address_city] [contact.address_postcode] [contact.address_country] [contact.address_province_name]

Social

WWW [contact.www]
Facebook [contact.facebook]
LinkedIn [contact.linkedin]
GoldenLine [contact.goldenline]
Twitter [contact.twitter]

 

Companies

For each field, you can use a ‘cp’ shortcut instead of ‘company’.

Name [company.name]
Description [company.note]
NIP [company.nip]
REGON [company.regon]
Creation date [company.created]
Modification date [company.modified]
Creator [company.creator_name] [company.creator_email]
Modifier [company.modifier_name] [company.modifier_email]
Owner [company.owner_name] [company.owner_email]

Contact

Email [company.email]
Phone number [company.phone]

Address

Address [company.address_street] [company.address_city] [company.address_postcode] [company.address_country] [company.address_province_name]

Social

WWW [company.www]
Facebook [company.facebook]
LinkedIn [company.linkedin]
GoldenLine [company.goldenline]
Twitter [company.twitter]

 

Spaces

For each field, you can use an ‘s’ shortcut instead of ‘space’.

Id [space.id]
Name [space.name]
Number [space.number]
Description [space.description]
Description in html [space.description_html]
Long description [space.description_long]
Long description in html [space.description_long_html]
Creation date [space.created]
Modification date [space.modified]
Space creator [space.creator_name] [deal.creator_email]
Space modifier [space.modifier_name] [deal.modifier_email]

 

User

For each field, you can use a ‘u’ shortcut instead of ‘user’.

Id [user.id]
Name [user.name]
Position [user.position]
Phone number [user.phone]
Email [user.email]

Account information

For each field, you can use an ‘a’ shortcut instead of ‘account’.

Company name [account.company_name]
Contact person full name [account.first_name] [account.last_name]
NIP [account.nip]
Email [account.email]
Phone number [account.phone]
Street [account.street]
City [account.city]
Post code [account.postcode]

Other

Date formatting Present:
[onshow..now;frm=’dd.mm.yyyy’]
[onshow..now;frm=’yyyy-mm-dd hh:nn’]
From parameter:
[deal.created;frm=’yyyy-mm-dd’]
Numbers formatting [deal.discount_percent_forecast;frm=’0′]% => XX%
[deal.discount_percent_forecast;frm=’0.00′]% => XX.XX%
Multiplication ope=mul:X
example:
Net value: [deal.profit_forecast;frm=’0.00′]
Gross value: [deal.profit_forecast;ope=mul:1.23;frm=’0.00′]
Addition and subtraction ope=add:X / ope=add:-X
example:
Addition: [deal.profit_forecast;ope=add:5;frm=’0.00′]
Subtraction: [deal.profit_forecast;ope=add:-5;frm=’0.00′]

Additional fields

In order to use the values from additional fieds in people, companies, deals and spaces you need to know the ID of the field (you can check it in Account settings > API).
General outline:
[contact.dataset.FIELD_ID], [company.dataset.FIELD_ID], [deal.dataset.FIELD_ID], [space.dataset.FIELD_ID]

For example, implementing an additional field of a deal will look like this: [deal.dataset.229f8325-6a03-c3dc-2700-48670c284779]