RFI response to originator Microsoft Word template

This template is used for sending the RFI with responses back to the originator.

Default templates and upload category

Default Microsoft Word template: RFI-ToOriginator-Responses.dot
Upload feature category: Request For Information (RFI) - To Originator - Responses

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

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
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

Bookmarks - RFI from company/contact (coordinated by)

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

Bookmarks - RFI to company/contact (originator)

  • OriginatorPrefix
  • OriginatorFirstName
  • OriginatorMiddleName
  • OriginatorLastName
  • OriginatorSuffix
  • OriginatorContact
  • OriginatorTitle
  • OriginatorMobilePhone
  • OriginatorEmail
  • OriginatorCompanyCode
  • OriginatorCompany
  • OriginatorAddress1
  • OriginatorAddress2
  • OriginatorCity
  • OriginatorState
  • OriginatorZipCode
  • OriginatorCountry
  • OriginatorPhone
  • OriginatorPhone2
  • OriginatorFax
  • OriginatorWebsite
  • OriginatorGovTaxID

Bookmarks - RFI general information

  • RFINumber
  • RFIIssueDate
  • RFISubject
  • RFIType
  • RFIReason
  • RFIPriority
  • RFIRequest
  • RFISuggestion

Bookmarks - RFI reference fields

  • RFIRefPrimeContract
  • RFIRefCO
  • RFIRefSubcontract
  • RFIRefSCO
  • RFIRefDrawing
  • RFIRefLocation
  • RFIRefSpecSection
  • RFIRefOther

Bookmarks - RFI impact and closed status

  • RFIScheduleImpact
  • RFIScheduleImpactDays
  • RFIFinancialImpact
  • RFIFinancialImpactTotal
  • RFIClosed
  • RFIClosedDate

Mail Merge Table - RFI - Respondent

Merge table start and end tags: RFIResponses

  • RespondentCompany
  • RespondentContact
  • RespondentBusinessPhone
  • RFISentDateToRespondent
  • RFIResponseDue
  • RFIDateResponded
  • RFIResponse
  • ccRespondentCompany

  • ccRespondentContact

  • ccRespondentBusinessPhone

  • ccRespondentEmail