Email Template - Estimate Proposal

Default Template

Default Template: Estimate.html
Upload Feature Category: Estimate Proposal

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 - Estimate - From Company / Contact (i.e. 1-Bid Contact | 2-Reviewed By Contact | 3-Logged In User)

If Bid Contact is not specified in the Lead or Project Details form then the system will check Reviewed By Contact in Estimate Properties else Logged In User will be the From Contact.

• FromPrefix
• FromFirstName
• FromMiddleName
• FromLastName
• FromSuffix
• FromContact
• FromTitle
• FromMobilePhone
• FromEmail
• FromCompanyCode
• FromCompany
• FromAddress1
• FromAddress2
• FromCity
• FromState
• FromZipCode
• FromCountry
• FromPhone
• FromPhone2
• FromFax
• FromWebsite
• FromGovTaxID

Bookmarks - Estimate - To Company / Contact (i.e. Client)

• ToPrefix
• ToFirstName
• ToMiddleName
• ToLastName
• ToSuffix
• ToContact
• ToTitle
• ToMobilePhone
• ToEmail
• ToCompanyCode
• ToCompany
• ToAddress1
• ToAddress2
• ToCity
• ToState
• ToZipCode
• ToCountry
• ToPhone
• ToPhone2
• ToFax
• ToWebsite
• ToGovTaxID

Bookmarks - Estimate - General Information

• EstimateNumber
• EstimateDescription
• EstimateSize
• EstimateUnit
• EstimateProposalDate
• EstimateProposalDateSpelled
• EstimateValidThruDate
• EstimateValidThruDateSpelled

Bookmarks - Estimate - Reviewed By Company / Contact

• ReviewedByPrefix
• ReviewedByFirstName
• ReviewedByMiddleName
• ReviewedByLastName
• ReviewedBySuffix
• ReviewedByContact
• ReviewedByTitle
• ReviewedByMobilePhone
• ReviewedByEmail
• ReviewedByCompanyCode
• ReviewedByCompany
• ReviewedByAddress1
• ReviewedByAddress2
• ReviewedByCity
• ReviewedByState
• ReviewedByZipCode
• ReviewedByCountry
• ReviewedByPhone
• ReviewedByPhone2
• ReviewedByFax
• ReviewedByWebsite
• ReviewedByGovTaxID

Special e-Sign Bookmark: ReviewedBySignature

Bookmarks - Estimate - Sell or Proposal Totals

EstimateSellTotal (Proposal Amount) = EstimateMSellTotal + EstimateLSellTotal + EstimateESellTotal + EstimateSSellTotal + EstimateOSellTotal + EstimateGlobalShownMarkupTotal

Resource Rates and Totals (i.e. EstimateMSellRate, EstimateMSellTotal, EstimateLSellRate etc.) include Hidden Global Markups.

• EstimateMSellRate
• EstimateMSellTotal
• EstimateLSellRate
• EstimateLSellTotal
• EstimateESellRate
• EstimateESellTotal
• EstimateSSellRate
• EstimateSSellTotal
• EstimateOSellRate
• EstimateOSellTotal
• EstimateGlobalShownMarkupTotal
• EstimateAllowanceSellTotal
• EstimateAllowanceSellTotalSpelled
• EstimateNonAllowanceSellTotal
• EstimateNonAllowanceSellTotalSpelled
• EstimateSellRate
• EstimateSellTotal
• EstimateSellTotalSpelled

Bookmarks - Estimate - Cost Totals

EstimateCostTotal = EstimateMCostTotal + EstimateLCostTotal + EstimateECostTotal + EstimateSCostTotal + EstimateOCostTotal

Resource Rates and Totals (i.e. EstimateMCostRate, EstimateMCostTotal, EstimateLCostRate etc.) include Hidden Global Markups if Include in Cost is checked.

• EstimateMCostRate
• EstimateMCostTotal
• EstimateLCostRate
• EstimateLCostTotal
• EstimateECostRate
• EstimateECostTotal
• EstimateSCostRate
• EstimateSCostTotal
• EstimateOCostRate
• EstimateOCostTotal
• EstimateAllowanceCostTotal
• EstimateAllowanceCostTotalSpelled
• EstimateNonAllowanceCostTotal
• EstimateNonAllowanceCostTotalSpelled
• EstimateCostRate
• EstimateCostTotal
• EstimateCostTotalSpelled