Estimate merge tags let you pull information straight from an estimate into your emails, quotes, and other customer-facing templates — so you never have to type totals, dates, or terms by hand.
General Estimate Merge Tags
Use these to display individual pieces of estimate information, like the estimate number, date, subtotal, tax, and total.
Available merge tags:
Merge Tag | What It Displays | Example |
| The estimate ID |
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| The terms associated with the estimate |
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| The date the estimate was created |
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| The estimate subtotal before tax |
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| The tax amount applied to the estimate |
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| The final amount including tax |
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| The generated estimate summary | — |
| The applicable date and time |
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How to Use General Estimate Merge Tags
Add any of the tags above while creating or editing your estimate or quote-related template.
Template example:
What the customer sees:
Tip: Once your template is sent, merge tags are automatically replaced with the real values from that customer's estimate.
Estimate Layout Merge Tags
Instead of adding each value one by one, layout merge tags display the entire estimate — items, quantities, rates, taxes, and totals — in one predefined table or card format.
Available estimate layout merge tags:
Merge Tag | Layout |
| Standard estimate table |
| Classic table |
| Responsive table |
| Compact table |
| Simple cards |
| Detailed cards |
| Grouped cards |
| Simple cards, tax-inclusive pricing |
| Detailed cards, tax-inclusive pricing |
How to Use an Estimate Layout Merge Tag
Drop the layout tag into your template wherever you want the full estimate to appear.
Template example:
What the customer sees:
Each layout tag automatically pulls in every line item on the estimate — no need to add items individually.
Choosing the Right Layout
If you want... | Use this tag |
A standard layout |
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A more compact presentation |
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A simple card-based look |
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More detailed information shown |
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Pricing shown as tax-inclusive | Any Tax Inclusive card option |
The tag you choose will automatically generate the matching estimate layout whenever the template is used.
Need Help?
Reach out to the movermate Product Experts at [email protected] — we're happy to help!