Submittal response request to respondent Microsoft Word template

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

Default templates and upload category

Default Microsoft Word template: Submittal-ToRespondent-ResponseRequest.dot
Upload feature category: Submittal - 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

Learn more about your options here.

Bookmarks - 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

Bookmarks - Submittal 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

Bookmarks - Submittal general information

  • SubmittalNumber
  • SubmittalIssueDate
  • SubmittalType
  • SubmittalSubject
  • SubmittalDescription
  • SubmittalResponseDueDate

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