RFI response to originator Microsoft Word template
Related information
Related topics
This template is used to send the RFI with responses back to the originator.
Default template and upload category
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Default Microsoft Word template: RFI-ToOriginator-Responses.dot
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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
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
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
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
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
RFI general information
- RFINumber
- RFIIssueDate
- RFISubject
- RFIType
- RFIReason
- RFIPriority
- RFIRequest
- RFISuggestion
RFI reference fields
- RFIRefPrimeContract
- RFIRefCO
- RFIRefSubcontract
- RFIRefSCO
- RFIRefDrawing
- RFIRefLocation
- RFIRefSpecSection
- RFIRefOther
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
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ccRespondentCompany
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ccRespondentContact
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ccRespondentBusinessPhone
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ccRespondentEmail