Microsoft Word Template - RFI - To Respondent - Response Request

This template is used for sending the RFI to each Respondent to get their comments or answer. If there is more than one respondent, additional pages will be created for each individual.

Default Template

Default Word Document: RFI-ToRespondent-ResponseRequest.dot
Upload Feature Category: Request For Information (RFI) - To Respondent - Response Request

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

Click here for options.

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 (Respondent)

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

Response Field:

RFISentDateToRespondent
RFIResponseDue

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 - Linked Documents and Images

The report includes only linked files and images that have the grant access option selected.

Linked documents listing

Merge table start and end tags: LinkedDocuments

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate

Linked images listing

Merge table start and end tags: LinkedImages

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate
DocumentImage

Microsoft Word template example including both mail merge table options.