Prime contract allowance package Microsoft Word template

Default template and upload category

  • Default Microsoft Word template: AllowancePackageDetails.dot

  • Upload feature category: Allowance Package

About bookmarks and mail merge fields

  • All bookmarks and mail merge fields are optional.
  • There's no limit on the number of times that bookmarks can be repeated. For example:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.

Bookmarks

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax
  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress
  • PrimeContractNumber
  • PrimeContractType
  • PrimeContractWorkSubject
  • PrimeContractWorkScope
  • PrimeContractInclusions
  • PrimeContractExclusions
  • PrimeContractClarifications
  • PrimeContractOwnerPORef
  • PrimeContractAddress1
  • PrimeContractAddress2
  • PrimeContractCity
  • PrimeContractState
  • PrimeContractZipCode
  • PrimeContractCountry
  • PrimeContractPhone
  • PrimeContractFax
  • PrimeContractIssueDate
  • PrimeContractIssueDateSpelled
  • PrimeContractStatus
  • PrimeContractSignedDate
  • PrimeContractSignedDateSpelled
  • PrimeContractNTPDate
  • PrimeContractEstStartDate
  • PrimeContractEstSubstantialCompletion
  • PrimeContractEstFinishDate
  • PrimeContractWorkRetainagePercent
  • PrimeContractMaterialRetainagePercent
  • PrimeContractSubtotal
  • PrimeContractSubtotalSpelled
  • PrimeContractTaxTotal
  • PrimeContractTaxTotalSpelled
  • PrimeContractTotal
  • PrimeContractTotalSpelled
  • PrimeContractGMP
  • PrimeContractLiquidDamagesPerDay
  • PrimeContractIncentivePerDay
  • AllowancePkgIssueDate
  • AllowancePkgNumber
  • AllowancePkgSubject
  • AllowancePkgFollowUpDate
  • AllowancePkgRequiredCompletionDate
  • AllowancePkgActualCompletionDate
  • IssuedByPrefix
  • IssuedByFirstName
  • IssuedByMiddleName
  • IssuedByLastName
  • IssuedBySuffix
  • IssuedByContact
  • IssuedByTitle
  • IssuedByMobilePhone
  • IssuedByEmail
  • IssuedByCompanyCode
  • IssuedByCompany
  • IssuedByAddress1
  • IssuedByAddress2
  • IssuedByCity
  • IssuedByState
  • IssuedByZipCode
  • IssuedByCountry
  • IssuedByPhone
  • IssuedByPhone2
  • IssuedByFax
  • IssuedByWebsite
  • IssuedByGovTaxID

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • IssuedByE_Signature
  • IssuedByE_SignatureDate
  • IssuedByE_Initial
  • 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 for Contract Admin and Procurement templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • ReviewedByE_Signature
  • ReviewedByE_SignatureDate
  • ReviewedByE_Initial
  • ArchitectPrefix
  • ArchitectFirstName
  • ArchitectMiddleName
  • ArchitectLastName
  • ArchitectSuffix
  • ArchitectContact
  • ArchitectTitle
  • ArchitectMobilePhone
  • ArchitectEmail
  • ArchitectCompanyCode
  • ArchitectCompany
  • ArchitectAddress1
  • ArchitectAddress2
  • ArchitectCity
  • ArchitectState
  • ArchitectZipCode
  • ArchitectCountry
  • ArchitectPhone
  • ArchitectPhone2
  • ArchitectFax
  • ArchitectWebsite
  • ArchitectGovTaxID

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • ArchitectE_Signature
  • ArchitectE_SignatureDate
  • ArchitectE_Initial
  • ItemsCount
  • ItemsSubtotal
  • ItemsTax
  • ItemsTotal
  • ItemsContractSubtotalLessCostBudget
  • ItemsCostBudgetMatlTotal
  • ItemsCostBudgetLbrTotal
  • ItemsCostBudgetEqpTotal
  • ItemsCostBudgetSubTotal
  • ItemsCostBudgetOtherTotal
  • ItemsCostBudgetTotal
  • SelectedCount
  • SelectedSubtotal
  • SelectedContractSubtotalLessCostBudget
  • SelectedOptionsCostBudgetMatlTotal
  • SelectedOptionsCostBudgetLbrTotal
  • SelectedOptionsCostBudgetEqpTotal
  • SelectedOptionsCostBudgetSubTotal
  • SelectedOptionsCostBudgetOtherTotal
  • SelectedOptionsCostBudgetTotal
  • SelectedImpactContractSubtotal
  • SelectedImpactCostBudgetTotal

Mail merge fields

Merge table start and end tags: AllowanceItems

  • ItemNumber
  • ItemDescription
  • ItemUPC
  • ItemManufacturer
  • ItemManufacturerPartNumber
  • ItemUnit
  • ItemQuantity
  • ItemUnitPrice
  • ItemSubtotal
  • ItemTaxTotal
  • ItemTotal
  • ItemContractSubtotalMinusCostBudget
  • ItemCostCode
  • ItemTaxCode
  • ItemCostBudgetMatlTotal
  • ItemCostBudgetLbrTotal
  • ItemCostBudgetEqpTotal
  • ItemCostBudgetSubTotal
  • ItemCostBudgetOtherTotal
  • ItemCostBudgetTotal
  • SelectedOptionNumber
  • SelectedOptionDescription
  • SelectedOptionUPC
  • SelectedOptionManufacturer
  • SelectedOptionManufacturerPartNumber
  • SelectedOptionUnit
  • SelectedOptionQuantity
  • SelectedOptionUnitPrice
  • SelectedOptionSubtotal
  • SelectedOptionContractSubtotalMinusCostBudget
  • SelectedOptionCostBudgetMatlTotal
  • SelectedOptionCostBudgetLbrTotal
  • SelectedOptionCostBudgetEqpTotal
  • SelectedOptionCostBudgetSubTotal
  • SelectedOptionCostBudgetOtherTotal
  • SelectedOptionCostBudgetTotal
  • SelectedOptionImpactContractSubtotal
  • SelectedOptionImpactCostBudgetTotal
  • RefCONumber
  • RefCOItemNumber

Merge sub-table start and end tags: SelectionOptions

Mail merge sub-table fields:

  • OptionNumber
  • OptionDescription
  • OptionUPC
  • OptionManufacturer
  • OptionManufacturerPartNumber
  • OptionUnit
  • OptionQuantity
  • OptionUnitPrice
  • OptionSubtotal
  • OptionContractSubtotalMinusCostBudget
  • OptionSelected
    Yes or No result.
  • OptionCostBudgetMatlTotal
  • OptionCostBudgetLbrTotal
  • OptionCostBudgetEqpTotal
  • OptionCostBudgetSubTotal
  • OptionCostBudgetOtherTotal
  • OptionCostBudgetTotal

Posted March 17, 2026 © 2026 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.