Composition (#partial, #question, quote tables)

Reusable blocks: #partial

A partial is a ready-made block of template you can drop in with #partial:

{{#partial htmlquotetable}}

• Some partials take no parameters (like htmlquotetable below).
• Others take parameters, listed after the name. For example, the England SDLT partial takes a series of yes/no answers, the price, and an effective date — see Property tax helpers.

Note

If you refer to a partial that doesn’t exist, you’ll see No partial named 'x' was found.

Quote table helpers

These helpers generate HTML fee tables and are available in email templates only — they cannot be used in Word or PDF document templates.

Automatic table: #partial htmlquotetable

Automatically generates a table of all fees configured on the matter:

{{#partial htmlquotetable}}

• Requires no parameters.
• Fees are ordered by group name alphabetically, then by the order defined in the matter template.
• Because it is fully automatic, no maintenance is needed when fees are added or removed.

Grouped table: #groupedhtmlquotetable

Builds a fee table with explicit control over which fees appear in which section. It takes three square-bracket groups, corresponding to the subheadings Initial fees / Disbursements / Subtotal:

{{#groupedhtmlquotetable ["fee1","fee2"]["fee3"]["fee4"]}}

• Each bracket is a list of fee reference keys. Every key must be wrapped in double quotes — e.g. "fee1".
• The first group cannot be empty; a later group may be empty ([]) if that section has no fees.
• Because fees are listed explicitly, this helper must be updated whenever fees are added or renamed on the matter template.

Asking a question: #question

#question prompts the user with a yes/no question when the template is generated, and stores the answer in a variable you name. The answer is temporary — it is never saved to the matter’s data. You can then use that variable in an #if condition:

{{#question $includeWill "Should we include an offer of a will?"}}
{{#if $includeWill}}
  Did you also know that we can provide a will with your conveyancing...
{{#endif}}

• The variable name comes first (starting with $), then the question text in double quotes.
• The variable name must be a single word — no spaces or symbols.
• If the question hasn’t been answered, the value defaults to No.

Note

#question does not support further data markers or helpers inside its content. If you need conditional logic based on saved data, use a custom Yes/No field with #if instead (see Conditionals).

PDF templates: At least one plain data marker must be present in the PDF for #question to work.

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