Submittal response to originator Microsoft Word template
This template is used to send the submittal back to the originator and communicate its status, such as approved, approved as noted, or rejected.
Default template and upload category
-
Default Microsoft Word template: Submittal-ToOriginator-Responses.dot
-
Upload feature category: Submittal - 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
Submittal 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
Submittal 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
Submittal general information
- SubmittalNumber
- SubmittalIssueDate
- SubmittalType
- SubmittalSubject
- SubmittalDescription
- SubmittalClosed
Mail merge table
Submittal items
Merge table start and end tags: SubmittalItems
- ItemNumber
- ItemCode
- ItemUPC
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemDescription
- ItemQuantity
- ItemUnit
- ItemDueDate
- ItemRefPrimeContract
- ItemRefCO
- ItemRefSubcontract
- ItemRefSCO
- ItemRefDrawing
- ItemRefLocation
- ItemRefSpecSection
- ItemRefOther
- ItemStatus
Submittal respondents and comments
Merge table start and end tags: SubmittalResponses
- RespondentCompany
- RespondentContact
- RespondentBusinessPhone
- RespondentBusinessFax
- RespondentEmail
- SubmittalSentDateToRespondent
- SubmittalResponseDue
- SubmittalDateResponded
- SubmittalComment
-
ccRespondentCompany
-
ccRespondentContact
-
ccRespondentBusinessPhone
-
ccRespondentEmail