What Webhook Macros are Available to Use?
Macros are placeholders that get replaced with actual values when the webhook fires. Below is a list of all available webhook macros and a description of each.
The tenant account number associated with this webhook event.
The full event name including the context (e.g., QuoteValet.Accepted).
The context portion of the full event name (e.g., QuoteValet).
The name portion of the full event name (e.g., Accepted).
The date and time when the webhook event was triggered (ISO 8601 format).
Sales Rep facing URL for the QuoteValet document.
Notes entered when the customer accepts the document.
Commission amount calculated in the alternate currency.
Identifier or code for the alternate currency being used.
Currency symbol for the alternate currency (e.g., , ).
Deposit amount expressed in the alternate currency.
Grand total of the document in the alternate currency.
GST tax amount in the alternate currency.
Local or regional tax in the alternate currency.
Profit amount in the alternate currency.
Shipping amount expressed in the alternate currency.
Document subtotal in the alternate currency, before tax and shipping.
Taxable amount in the alternate currency.
Total cost of items in the alternate currency.
Total list price in the alternate currency.
Total tax amount in the alternate currency.
Method used to request approval (e.g., email, workflow).
Date/time when approval was requested.
Name or identifier of the first approver.
Name or identifier of the second approver, if any.
Method by which the first approval was given.
Method by which the second approval was given.
Date/time of the first approval.
Date/time of the second approval.
Serialized list or information about attachments on the document.
Base or home currency code for the document.
First line of the Bill To address.
Second line of the Bill To address.
Third line of the Bill To address.
Bill To city.
CRM company record ID associated with the Bill To.
CRM contact record ID associated with the Bill To.
Bill To company name.
Bill To contact person name.
Bill To country.
Bill To email address.
Bill To fax number.
Extension for the Bill To fax number.
Bill To mobile phone number.
Bill To primary phone number.
Extension for the Bill To phone number.
Bill To postal/ZIP code.
Bill To state or province.
Title or position of the Bill To contact.
Internal or external notes entered at document closing.
Commission amount in the base currency.
Code or description of the commission structure used.
End date of the associated contract, if applicable.
Start date of the associated contract, if applicable.
User who converted this document to another type.
Date/time when the document was converted.
Reference or identifier related to the conversion.
Original document number or reference converted from.
User who created this document from another document.
Date/time when this document was created from another.
Reference describing the source document or conversion.
Document number or reference that this document was converted to.
User who converted this document to another.
Date/time when the document was converted forward.
Reference describing the target document or conversion.
Message printed or shown on the document cover page.
Date/time when the document was originally created.
User who originally created the document.
User-defined header date field 1.
User-defined header date field 2.
User-defined header memo field 1.
User-defined header memo field 2.
User-defined header memo field 3.
User-defined header memo field 4.
User-defined header numeric field 1.
User-defined header numeric field 2.
User-defined header numeric field 3.
User-defined header numeric field 4.
User-defined header numeric field 5.
User-defined header text field 1.
User-defined header text field 2.
User-defined header text field 3.
User-defined header text field 4.
User-defined header text field 5.
User-defined header text field 6.
User-defined header text field 7.
User-defined header text field 8.
User-defined header text field 9.
User-defined header text field 10.
User-defined header text field 11.
User-defined header text field 12.
User-defined header text field 13.
User-defined header text field 14.
User-defined header text field 15.
User-defined header text field 16.
User-defined header text field 17.
User-defined header text field 18.
User-defined header text field 19.
User-defined header text field 20.
User-defined header text field 21.
User-defined header text field 22.
User-defined header text field 23.
User-defined header text field 24.
User-defined header text field 25.
User-defined header text field 26.
User-defined header text field 27.
User-defined header text field 28.
Deposit amount required or recorded for the document.
Reference or identifier for the deposit amount (e.g., check no.).
Serialized data describing the deposit payment method.
Primary document date, typically the quote/estimate date.
Due date associated with the document (e.g., order due).
Name or description of the document.
Document number (quote, order, invoice, etc.).
Current status of the document (e.g., Open, Lost, Won).
Document type (e.g., QUOTE, ORDER, INVOICE).
Dynamic header storage blob for internal/runtime data.
Default or last-used email body text for this document.
Exchange rate between base and alternate currency.
Date/time when the exchange rate was last updated.
Date when the quote or proposal expires.
FOB (freight on board) or delivery terms text.
Grand total including all taxes, shipping, and charges.
Goods and Services Tax amount.
Portion of the subtotal that is subject to GST.
Indicates GST-exempt amount or flag for GST exemption.
GST tax rate applied to the document.
Flags indicating holds or restrictions on the document.
Internal document identifier or primary key.
Serialized data used for third-party or CRM integration.
Internal notes visible only to staff, not customers.
Introductory notes shown near the beginning of the document.
Flag indicating that item rows have unsaved changes.
Date/time when the document was last modified.
User who last modified the document.
Index or identifier for the last line item row.
Internal flag indicating a load operation is in progress.
Local tax amount (e.g., state or city tax).
Local tax rate applied to the document.
Indicates whether the document is locked from editing.
List of linked or attached file references.
Flag indicating unsaved changes in miscellaneous fields.
Method used when requesting peer review.
Date/time when peer review was requested.
Name or identifier of the person who prepared the quote.
Total profit amount on the document.
Overall profit percentage for the document.
Project number associated with this document.
Flag indicating whether PST or secondary tax is compounded.
Amount subject to PST or secondary tax.
Notes intended for purchasing or procurement staff.
Dynamic or system-generated notes for the document.
Unique identifier of the document in QuoteValet.
Indicates whether the document is currently read-only.
Global unique identifier for the document record.
Annual recurring revenue subtotal before tax.
Annual recurring revenue subtotal including tax.
Monthly recurring revenue subtotal before tax.
Monthly recurring revenue subtotal including tax.
Quarterly recurring revenue subtotal before tax.
Quarterly recurring revenue subtotal including tax.
Weekly recurring revenue subtotal before tax.
Weekly recurring revenue subtotal including tax.
Resource assignments or references tied to the document.
Master document number for this revision chain.
Primary sales representative on the document.
Primary service or account representative for the document.
Total shipping amount on the document.
Total cost of shipping to the seller.
Serialized data describing the shipping pricing method.
First line of the Ship To address.
Second line of the Ship To address.
Third line of the Ship To address.
Ship To city.
CRM company record ID associated with the Ship To.
CRM contact record ID associated with the Ship To.
Ship To company name.
Ship To contact person name.
Ship To country.
Ship To email address.
Ship To fax number.
Extension for the Ship To fax number.
Ship To mobile phone number.
Ship To primary phone number.
Extension for the Ship To phone number.
Ship To postal/ZIP code.
Ship To state or province.
Tax code used for the Ship To location.
Title or position of the Ship To contact.
Shipping carrier or method (e.g., UPS, FedEx).
First line of the Sold To address.
Second line of the Sold To address.
Third line of the Sold To address.
Sold To city.
CRM company record ID associated with Sold To.
CRM contact record ID associated with Sold To.
CRM call record ID associated with the document.
CRM linked document record ID.
CRM opportunity record ID related to the document.
CRM quote record ID linked to the document.
Sold To company name.
Sold To contact person name.
Sold To country.
Sold To email address.
Sold To fax number.
Extension for the Sold To fax number.
Sold To mobile phone number.
Sold To primary phone number.
Extension for the Sold To phone number.
Customer purchase order number associated with this document.
Sold To postal/ZIP code.
Price profile or level associated with the Sold To account.
Sold To state or province.
Title or position of the Sold To contact.
Flag indicating content changes not yet synchronized to QuoteValet.
Flag indicating content changes not yet saved back to QuoteWerks.
Flag indicating CRM data needs updating from this document.
Warning or message related to leasing integrity checks.
Indicates whether the document was initially created in locked state.
Flag indicating the document has not yet been saved to disk.
Date/time when the document was last opened.
Flag indicating the document has been printed since it was opened.
Human-readable text describing customer acceptance state in QuoteValet.
Human-readable text describing QuoteValet upload/customer state.
Text representation of the date/time the customer accepted via QuoteValet.
Entity responsible for creating the QuoteValet document.
QuoteValet template ID used for the customer-facing view.
Status code representing the QuoteValet document state.
Number of payments recorded in QuoteValet for this document.
Date/time when the document was uploaded to QuoteValet for the customer.
Subtotal of all line items before tax and shipping.
Flag indicating this document has been superseded by another.
Flag indicating the document is synchronized with QuoteValet.
Serialized tax configuration/details for the document.
Tax system or regime being used (e.g., US, VAT).
Type of QuoteWerks template used to create this document.
Payment terms (e.g., Net 30) for the document.
Total extended cost of all items.
Total list price of all items.
Total tax amount on the document.
Total shipping weight of all items.
Log of document-related transactions and actions.
Generic flag indicating whether the document record is used/active.
Version number of the document or schema.
Indicates the document is open in view-only mode.
Quote sheet-specific item description used for exports or summaries.
Internal unique identifier for this line item.
GUID of the awarded vendor RFQ bid request item.
Internal URL used to view the vendor RFQ for this item.
Item category for grouping or reporting.
Probability that this line will close as part of the deal.
Modifier applied to the base cost (e.g., discount or uplift).
User-defined item date field 1.
User-defined item date field 2.
User-defined item memo field 1.
User-defined item memo field 2.
User-defined item memo field 3.
User-defined item memo field 4.
User-defined item memo field 5.
User-defined item numeric field 1.
User-defined item numeric field 2.
User-defined item numeric field 3.
User-defined item numeric field 4.
User-defined item numeric field 5.
User-defined item text field 1.
User-defined item text field 2.
User-defined item text field 3.
User-defined item text field 4.
User-defined item text field 5.
User-defined item text field 6.
User-defined item text field 7.
User-defined item text field 8.
User-defined item text field 9.
User-defined item text field 10.
User-defined item text field 11.
User-defined item text field 12.
User-defined item text field 13.
User-defined item text field 14.
User-defined item text field 15.
User-defined item text field 16.
User-defined item text field 17.
User-defined item text field 18.
User-defined item text field 19.
User-defined item text field 20.
Line item description shown to the customer.
Sales order number from the distributor for this item.
CSS classes to apply when rendering this item in HTML.
Extended cost for the line (unit cost quantity).
Extended list price for the line (unit list quantity).
Extended selling price for the line (unit price quantity).
Shipping amount attributed to this individual line item.
Name of the mutually exclusive option group this item belongs to.
Serialized tax breakdown specific to this item.
Item type code (e.g., product, service, comment).
URL for product information or web page for this item.
Stable identifier for this line across revisions.
Displayed line number in the document.
Raw or internal line number used by QuoteWerks.
Line type classification (e.g., regular, subtotal, running total).
Manufacturer name for the item.
Manufacturers part or model number.
Line-level notes or comments for this item.
Purchase order number used when ordering this item.
Price modifier or discount code applied to this item.
Profit amount for this line item.
Profit margin percentage for this line.
Base quantity for the item before multipliers.
First quantity multiplier applied to the base quantity.
Second quantity multiplier applied to the base quantity.
Third quantity multiplier applied to the base quantity.
Fourth quantity multiplier applied to the base quantity.
Total calculated quantity after all multipliers.
Recurring amount for this item including tax.
Billing cycle of the recurring item (e.g., monthly, annual).
End date of the recurring billing for this item.
Annual recurring revenue generated by this item, before tax.
Annual recurring revenue for this item including tax.
Monthly recurring revenue generated by this item, before tax.
Monthly recurring revenue for this item including tax.
Quarterly recurring revenue generated by this item, before tax.
Quarterly recurring revenue for this item including tax.
Weekly recurring revenue generated by this item, before tax.
Weekly recurring revenue for this item including tax.
Start date for recurring billing on this item.
Sales tax amount applied to this particular item.
Shipping amount allocated to this line item.
Style or formatting code used when displaying this line.
Tax code assigned to this item.
Ticket or case number associated with this item.
Unit cost of the item.
Unit list price for the item.
Unit selling price for the item.
Weight of a single unit of this item.
Unit of measure (e.g., each, hour, pack).
Factor used when converting the unit of measure.
Pricing unit for the item (e.g., per user, per month).
Factor used when calculating pricing per unit.
Primary vendor or supplier for the item.
Part number used by the vendor.
Information related to a vendor RFQ for this item.
URL for viewing the vendor RFQ associated with this item.