Personalizing Documents

Owned by Oz Akman
Mar 20, 2023
2 min read

Personalizing Documents Overview

Users have the ability to customize some of the text that appears on their invoices, quote letters, and documents.  This text is stored in the Softrip application under "Rules."  

For Softrip Online, users have the ability to customize this text even further by using placeholders and are available in the system settings screen under each applicable rule. 

 

Effected Rules

The following rules provide placeholder options for further customization:  

  • Invoice Cover Letter

  • Document Cover

  • Document Cover Voucher

  • Quote Letter Acceptance

  • Quote Letter Agreement

  • Quote Letter Contact Information 

  • Quote Letter Introduction Paragraph

  • Groups Statement Cover

 

Placeholder Options

The following options are available to add to some of the rule text:

  • Booked By Name

    • This is the name of the person who booked the reservation.  If the reservation is created by internal staff, then this will be the internal user name.  

  • Contact Name

    • The full first and last name of the lead contact on the reservation.  If booked by a travel agent, for example, this will be the travel agents full name as it is entered into the Softrip CRM.

  • Contact First Name

    • The first name of the contact on the reservation.  If booked by a travel agent, this will be the travel agents first name as it is entered into the Softrip CRM.

  • Contact Last Name

    • The last name of the contact on the reservation.  If booked by a travel agent, this will be the travel agents last name as it is entered into the Softrip CRM.  

  • Customer Name

    • The name of the Customer.  If booked under an organization or travel agency, this will be the name of the organization or agency as it is entered into the Softrip CRM.  

  • Product Name

    • The name of the Product.  Typically, this placeholder text is most beneficial for reservations that are booked under a group or a tour.  

  • User Name 

    • The name user name of the individual who is handling the reservation.  This is an internal user name.  

 

Adding Placeholders

Placeholders can be added to the rules once a user selects "edit."

 

Selecting "edit" will enable users to expland the placeholder field. 

 

Users can select "insert placeholder" when they want to enter a placeholder into the rule.  

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