Email Template - Prime Contract Change Order (CO) - To Client
Default Template
Default Template: CO.html
Upload Feature Category: Change Order (CO)
Bookmark Formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
Bookmarks - General Project Information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Bookmarks - Project Bid Date, Plan Room Info, Estimated Dates, and Stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Architect Referenced on Prime Contract
- ArchitectPrefix
- ArchitectFirstName
- ArchitectMiddleName
- ArchitectLastName
- ArchitectSuffix
- ArchitectContact
- ArchitectTitle
- ArchitectMobilePhone
- ArchitectEmail
- ArchitectCompanyCode
- ArchitectCompany
- ArchitectAddress1
- ArchitectAddress2
- ArchitectCity
- ArchitectState
- ArchitectZipCode
- ArchitectCountry
- ArchitectPhone
- ArchitectPhone2
- ArchitectFax
- ArchitectWebsite
- ArchitectGovTaxID
Bookmarks - Prime Contract Number, Type, Subject, and Scope
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
Bookmarks - Prime Contract Specific Address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - Prime Contract Status and Dates
- PrimeContractIssueDate
- PrimeContractIssueDateSpelled
- PrimeContractStatus
- PrimeContractSignedDate
- PrimeContractSignedDateSpelled
- PrimeContractNTPDate
- PrimeContractEstStartDate
- PrimeContractEstSubstantialCompletion
- PrimeContractEstFinishDate
Bookmarks - Prime Contract Retainage Percentages, Original Contract Amounts, Damages|Incentives Per Day
- PrimeContractWorkRetainagePercent
- PrimeContractMaterialRetainagePercent
- PrimeContractSubtotal
- PrimeContractSubtotalSpelled
- PrimeContractTaxTotal
- PrimeContractTaxTotalSpelled
- PrimeContractTotal
- PrimeContractTotalSpelled
- PrimeContractGMP
- PrimeContractLiquidDamagesPerDay
- PrimeContractIncentivePerDay
Bookmarks - CO - From (Prime Company | Contractor)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - CO - To (Owner | Client)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - General CO Information
- CONumber
- COOrderNumber
- COIssueDate
- COInitiatedBy
- COSubject
- CODescription
- CORefDrawing
- CORefLocation
- CORefRFI
- CORefSpecSection
- CORefOther
- COStatus
- COSignedDate
Bookmarks - Current CO Schedule and Financial Impact Information
- COScheduleImpact
- COScheduleImpactSimple (No descriptive text, just simple # of days or TBD)
- COSubtotal
- COSubtotalSpelled
- COTaxTotal
- COTaxTotalSpelled
- COTotal
- COTotalSpelled
Bookmarks - Previous Approved CO Summary Bookmarks
- PreviousCOSubtotal
- PreviousCOSubtotalSpelled
- PreviousCOTaxTotal
- PreviousCOTotal
- PreviousCOTotalSpelled
Bookmarks - Previous Revised Contract Bookmarks
- PreviousRevisedPrimeContractSubtotal
- PreviousRevisedPrimeContractSubtotalSpelled
- PreviousRevisedPrimeContractTaxTotal
- PreviousRevisedPrimeContractTotal
- PreviousRevisedPrimeContractTotalSpelled
Bookmarks - Current Revised Contract Bookmarks
- CurrentRevisedPrimeContractSubtotal
- CurrentRevisedPrimeContractSubtotalSpelled
- CurrentRevisedPrimeContractTaxTotal
- CurrentRevisedPrimeContractTotal
- CurrentRevisedPrimeContractTotalSpelled
Posted February 20, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.