Email Template - Request For Pricing (RFP) Package - Vendor Bid Invitation

Default Template

Estimating Email Template: RFP_Estimate_Invite.html
Procurement Email Template: RFP_Procurement_Invite.html
Upload Feature Category: RFP Package

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 - General Estimate Information (Applicable to Estimate RFP Package Invitation Only)

• EstimateNumber
• EstimateDescription
• EstimateSize
• EstimateUnit

Bookmarks - Prime Contract Number, Type, Subject, and Scope (Applicable to Procurement RFP Packages Only)

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications

Bookmarks - Prime Contract Specific Address (Applicable to Procurement RFP Packages Only)

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - From Company/Contact (From Company and Contact Referenced on RFP)

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

Bookmarks - To Company/Contact (Subcontractor or Supplier)

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

Bookmarks - General RFP Package Information

• RFPPackageNumber
• RFPPackageTitle
• RFPPackageDate
• RFPPackageDueDate
• RFPPackageDueTime
• RFPPackageWorkScope
• RFPPackageInclusions
• RFPPackageExclusions
• RFPPackageClarifications

Table - RFP Vendor Items (Not Included in Default Template)

Table Start Tag: {ItemTable}

• ItemNumber
• ItemDescription
• ItemQuantity
• ItemUnit
• ItemUPC
• ItemManufacturer
• ItemManufacturerCatalogNum
• RFPItemComments