The #groupedhtmlquotetable data helper can be used to manually input a matters quote into an email template.

For a simpler more automated version of this data helper see our {{#partialhtmlquotetable}}.
For further guidance on configuring the #groupedhtmlquotetable helper, watch our short training video!

Formatting your quotes

To use the #groupedhtmlquotetable data helper:

  1. Copy and paste the helper into the required place on the email template
  2. Add the data markers relating to your fees into one of three square brackets

For example:

{{#groupedhtmlquotetable ["fees.legal.fees", "fees.bank.transfer.fee"]["fees.id.money.laundering.fee"]["fees.search.pack.fee"]}}

The brackets represent the following subheadings that will be used within the quote table:

  1. Initial fees
  2. Disbursements
  3. Subtotal
The ordering of the fees within the brackets determines the order they are shown within these subheadings.

The quote table will then output as the below:

grouped fees quote table
Please remember to update your data helper with any new fees you add to your quote calculator moving forwards.

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