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Customize Agreements with Merge Codes

Last Updated: Apr 16, 2018 11:14AM EDT

PestPac Agreements are built using HTML. You can skip knowing any HTML by building Templates and Terms, but if you want to do some basic editing - you can! 

Below is a list of codes you may use when building or editing custom agreements. 

1. General Agreement Information
2. Company Agreement Information
3. Prospect Agreement Information
4. Sales Rep Information
5. Billing Location Agreement Information
6. Service Location Agreement Information
7. Primary Contact Agreement Information



1. General Agreement Information

 

Agreement Code

Description

Edit Info In/On

{{Proposal.Number}}

The agreement number for this template.

Cannot edit

{{StateCharterNumber}}

Your company license number.

Company Setup

{{TemplateName}}

The name of the agreement.

Edit Agreement Template

{{TargetPests}}

Target Pests entered on lead in PestPac

Must be added per lead.

{{Notes}}

Notes entered on Add Agreement page in PestPac

Must be added per lead.



2. Company Agreement Information
 

Agreement Code

Description

Edit Info In/On

{{Company.Logo}}

Your company logo.

Marketing Area Settings

{{Company.Name}}

Your company name.

Marketing Area Settings

{{Company.Street1}}

Street address.

Marketing Area Settings

{{Company.Street2}}

Secondary street address.

Marketing Area Settings

{{Company.City}}

City for your company.

Marketing Area Settings

{{Company.State}}

State for your company.

Marketing Area Settings

{{Company.Zip}}

Zip code for your company.

Marketing Area Settings

{{Company.Email}}

Your company email.

Marketing Area Settings



3. Prospect Agreement Information
 

Agreement Code

Description

Edit Info In/On

{{Prospect.CompanyName}}

Lead company name.

Manage on each lead.

{{Prospect.FirstName}}

Lead first name.

Manage on each lead.

{{Prospect.LastName}}

Lead last name.

Manage on each lead.

{{Prospect.Title}}

Lead’s official title.

Manage on Location

{{Prospect.Street1}}

Lead’s street.

Manage on each lead.

{{Prospect.Street2}}

Lead’s secondary street.

Manage on each lead.

{{Prospect.City}}

Lead’s city.

Manage on each lead.

{{Prospect.State}}

Lead’s state.

Manage on each lead.

{{Prospect.Zip}}

Lead’s zip code.

Manage on each lead.

{{Prospect.Email}}

Lead’s email address.

Manage on each lead.

{{Prospect.Phone}}

Lead’s phone number.

Manage on each lead.



4. Sales Rep Information
 

Agreement Code

Description

Edit In/On:

{{SalesRep.CompanyName}}

Your company name.

Manage in PestPac Company Setup.

{{SalesRep.FirstName}}

Salesperson’s first name.

Employee lookup table.

{{SalesRep.LastName}}

Salesperson’s last name.

Employee lookup table.

{{SalesRep.Title}}

Salesperson’s title.

Employee lookup table.

{{SalesRep.Street1}}

Salesperson’s home address

Employee lookup table

{{SalesRep.Street2}}

Salesperson’s home address

Employee lookup table

{{SalesRep.City}}

Salesperson’s home city

Employee lookup table

{{SalesRep.State}}

Salesperson’s home state

Employee lookup table

{{SalesRep.Zip}}

Salesperson’s home zipcode

Employee lookup table

{{SalesRep.Email}}

Salesperson’s email

Employee lookup table

{{SalesRep.Phone}}

Salesperson’s home phone

Employee lookup table

{{SalesRep.OfficePhone}}

Salesperson’s office phone

Employee lookup table

{{SalesRep.OfficePhone Extension}}

Salesperson’s office phone extension

Employee lookup table



5. Billing Location Agreement Information

 

Agreement Code

Description

Edit Info In/On

{{BillingLocationID}}

Bill-To Location ID

Cannot Edit

{{BillingLocations.Street1}}

Bill-To Street

Bill-To Page (per lead)

{{BillingLocations.Street2}}

Bill-To Street

Bill-To Page (per lead)

{{BillingLocations.City}}

Bill-To City

Bill-To Page (per lead)

{{BillingLocations.State}}

Bill-To State

Bill-To Page (per lead)

{{BillingLocations.Zip}}

Bill-To Zip

Bill-To Page (per lead)

{{BillingLocations.PrimaryContact}}

Primary Contact on Lead

Lead Detail page (per lead)

{{BillingLocations.CompanyName}}

Company name if Lead is residential

Bill-To Page (per lead)

{{BillingLocations.Firstname}}

Bill-To First Name

Bill-To Page (per lead)

{{BillingLocations.LastName}}

Bill-To Last Name

Bill-To Page (per lead)

{{BillingLocations.Title}}

Bill-To Title

Bill-To Page (per lead)



6. Service Location Agreement Information
 

Agreement Code

Description

Edit Info In/On

{{ServiceLocation}}

Service location info, pulled in dynamically per lead. All codes nested under this one.

Lead detail

{{ServiceLocation.Street1}}

Lead Street

Lead Detail/Location Page

{{ServiceLocation.Street2}}

Lead Street

Lead Detail/Location Page

{{ServiceLocation.City}}

Lead City

Lead Detail/Location Page

{{ServiceLocation.State}}

Lead State

Lead Detail/Location Page

{{ServiceLocation.Zip}}

Lead Zip

Lead Detail/Location Page



7. Primary Contact Agreement Information

Agreement Code Description Edit Info In/On

{{PrimaryContact.CompanyName}}

Primary Contact’s Company

Lead Detail > Contacts

{{PrimaryContact.FirstName}}

Primary Contact’s First Name

Lead Detail > Contacts

{{PrimaryContact.LastName}}

Primary Contact’s Last Name

Lead Detail > Contacts

{{PrimaryContact.Title}}

Primary Contact’s Title

Lead Detail > Contacts

{{PrimaryContact.Street1}

Primary Contact’s Street

Lead Detail > Contacts

{{PrimaryContact.Street2}}

Primary Contact’s Street

Lead Detail > Contacts

{{PrimaryContact.City}}

Primary Contact’s City

Lead Detail > Contacts

{{PrimaryContact.State}}

Primary Contact’s State

Lead Detail > Contacts

{{PrimaryContact.Zip}}

Primary Contact’s Zip

Lead Detail > Contacts

{{PrimaryContact.Email}}

Primary Contact’s Email

Lead Detail > Contacts

{{PrimaryContact.Phone}}

Primary Contact’s Phone

Lead Detail > Contacts

{{PrimaryContact.OfficePhone}}

Primary Contact’s Office Phone

Lead Detail > Contacts

{{PrimaryContact.OfficePhoneExtension}}

Primary Contact’s Phone Extension

Lead Detail > Contacts

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