Hello!We have set up a Service Item called “Plant Installation”, under/within which we list out all the required plant species and sizes (and then quantities & costs) as line items. We would ALSO like those items to copy over to the SERVICE ITEM DESCRIPTION, so that all those plants show up individually on the printed proposal. Is there a way to do that using code or a token? (E.g. we can type “ [PropertyName] “ or “ [OpportunityStartDate!] “ in the overall PROPOSAL description… Thanks in advance! Jake

Question

Populating Items in a Service Description box

Forum|Forum|7 months ago
April 15, 2025
3 replies
74 views

J

+3

Jake Krokowski
New Participant

Hello!

We have set up a Service Item called “Plant Installation”, under/within which we list out all the required plant species and sizes (and then quantities & costs) as line items. We would ALSO like those items to copy over to the SERVICE ITEM DESCRIPTION, so that all those plants show up individually on the printed proposal.

Is there a way to do that using code or a token? (E.g. we can type “ [PropertyName] “ or “ [OpportunityStartDate!] “ in the overall PROPOSAL description…

Thanks in advance!

Jake

+17

Kbaird
Inspiring
Forum|Forum|7 months ago
April 15, 2025

You can create an itemized estimate which would list out all items/kits under the service. Aspire has some templates, it’s also pretty easy to set up in web report designer.

Better today than yesterday, better tomorrow than today.

A