Estimate proposal Microsoft Word template with item details grouped by cost code

Default template and upload category

  • Default Microsoft Word template: EstimateProposal-ItemsGroupedCostCode-NoItemPricing-Scope.dot

  • Alternative Microsoft Word templates:

    • EstimateProposal-ItemsGroupedCostCode-NoItemPricing.dot
    • EstimateProposal-ItemsGroupedCostCode-ItemPricing.dot
    • EstimateProposal-ItemsGroupedCostCode-ItemPricing-Scope.dot
    • EstimateProposal-ItemsGroupedAllowanceCostCode-ItemPricing-Scope.dot (Standard and allowance items shown in separate tables)

  • Upload feature category: Estimate Proposal - Items Grouped By Cost Code

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

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax
  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress

If a bid contact is not specified in the lead or project details form, then Sage Construction Management will check the reviewed by contact in the estimate properties. If a bid contact and a reviewed by contact are not specified, the logged in user will be used as from contact.

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

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

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

Special e-Sign bookmarks for Contract Admin and Procurement module templates only

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed:

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial
  • EstimateNumber
  • EstimateDescription
  • EstimateSize
  • EstimateUnit
  • EstimateProposalDate
  • EstimateProposalDateSpelled
  • EstimateValidThruDate
  • EstimateValidThruDateSpelled
  • ReviewedByPrefix
  • ReviewedByFirstName
  • ReviewedByMiddleName
  • ReviewedByLastName
  • ReviewedBySuffix
  • ReviewedByContact
  • ReviewedByTitle
  • ReviewedByMobilePhone
  • ReviewedByEmail
  • ReviewedByCompanyCode
  • ReviewedByCompany
  • ReviewedByAddress1
  • ReviewedByAddress2
  • ReviewedByCity
  • ReviewedByState
  • ReviewedByZipCode
  • ReviewedByCountry
  • ReviewedByPhone
  • ReviewedByPhone2
  • ReviewedByFax
  • ReviewedByWebsite
  • ReviewedByGovTaxID

Special e-Sign bookmark: ReviewedBySignature

Resource Rates and Totals (i.e. EstimateMSellRate, EstimateMSellTotal, EstimateLSellRate etc.) include Hidden Global Markups.

  • EstimateMSellRate
  • EstimateMSellTotal
  • EstimateLSellRate
  • EstimateLSellTotal
  • EstimateESellRate
  • EstimateESellTotal
  • EstimateSSellRate
  • EstimateSSellTotal
  • EstimateOSellRate
  • EstimateOSellTotal
  • EstimateGlobalShownMarkupTotal
  • EstimateAllowanceSellTotal
  • EstimateAllowanceSellTotalSpelled
  • EstimateNonAllowanceSellTotal
  • EstimateNonAllowanceSellTotalSpelled
  • EstimateSellRate
  • EstimateSellTotal

    The EstimateSellTotal is the proposal amount. It's equal to the sum of EstimateMSellTotal, EstimateLSellTotal, EstimateESellTotal, EstimateSSellTotal, EstimateOSellTotal, and EstimateGlobalShownMarkupTotal.

  • EstimateSellTotalSpelled

All resource rates and totals, such as EstimateMSellRate, EstimateMSellTotal, and EstimateLSellRate, include hidden global markups.

  • EstimateMCostRate
  • EstimateMCostTotal
  • EstimateLCostRate
  • EstimateLCostTotal
  • EstimateECostRate
  • EstimateECostTotal
  • EstimateSCostRate
  • EstimateSCostTotal
  • EstimateOCostRate
  • EstimateOCostTotal
  • EstimateAllowanceCostTotal
  • EstimateAllowanceCostTotalSpelled
  • EstimateNonAllowanceCostTotal
  • EstimateNonAllowanceCostTotalSpelled
  • EstimateCostRate
  • EstimateCostTotal

    The EstimateCostTotal is the proposal amount. It's equal to the sum of EstimateMCostTotal, EstimateLCostTotal, EstimateECostTotal, EstimateSCostTotal, and EstimateOCostTotal.

  • EstimateCostTotalSpelled

All resource rates and totals, such as EstimateMSellRate, EstimateMSellTotal, and EstimateLSellRate, include hidden global markups if the Include in Cost checkbox is selected.

Mail merge table

Merge table start and end tags:

  • All (Default): EstimateItemsGrouped

  • Allowance Codes Only: EstimateAllowanceItemsGrouped

  • Non Allowance Codes Only: EstimateNonAllowanceItemsGrouped

Cost code mail merge fields:

  • CostCodeOrderNumber
  • CostCode
  • CostCodeDescription
  • CostCodeQuantity
  • CostCodeUnits
  • CostCodeCostRate
  • CostCodeSellRate
  • CostCodeDivision
  • CostCodeDivisionDescription
  • CostCodeMajor
  • CostCodeMajorDescription
  • CostCodeMinor
  • CostCodeMinorDescription
  • CostCodeSubminor
  • CostCodeSubminorDescription
  • CostCodeInclusions
  • CostCodeExclusions
  • CostCodeClarifications
  • CostCodeMCostTotal
  • CostCodeLBaseCostTotal
  • CostCodeLBurdenCostTotal
  • CostCodeLCostTotal
  • CostCodeEBaseCostTotal
  • CostCodeEBurdenCostTotal
  • CostCodeECostTotal
  • CostCodeSCostTotal
  • CostCodeOCostTotal
  • CostCodeCostTotal
  • CostCodeMSellTotal
  • CostCodeLSellTotal
  • CostCodeESellTotal
  • CostCodeSSellTotal
  • CostCodeOSellTotal
  • CostCodeSellTotal
  • CostCodeAllowanceCostTotal
  • CostCodeAllowanceSellTotal
  • CostCodeNonAllowanceCostTotal
  • CostCodeNonAllowanceSellTotal
  • CostCodeLHrs
  • CostCodeEHrs

Allowance field:

  • The CostCodeCostTotal is equal to the CostCodeAllowanceCostTotal plus the CostCodeNonAllowanceCostTotal.
  • The CostCodeSellTotal is equal to the CostCodeAllowanceSellTotal plus the CostCodeNonAllowanceSellTotal.

Merge table start and end tags:

  • All (Default): EstimateItems

  • Allowance Items Only: EstimateAllowanceItems

  • Non Allowance Items Only: EstimateNonAllowanceItems

Item detail mail merge fields:

  • ItemNumber
  • ItemCode
  • ItemColor
  • ItemDescription
  • ItemFinish
  • ItemImage1
  • ItemManufacturer
  • ItemManufacturerCatalogNum
  • ItemManufacturerPartNumber
  • ItemUPC
  • ItemQuantity
  • ItemUnits
  • ItemCostRate
  • ItemSellRate
  • ItemMCostTotal
  • ItemLBaseCostTotal
  • ItemLBurdenCostTotal
  • ItemLCostTotal
  • ItemEBaseCostTotal
  • ItemEBurdenCostTotal
  • ItemECostTotal
  • ItemSCostTotal
  • ItemOCostTotal
  • ItemCostTotal
  • ItemMSellTotal
  • ItemLSellTotal
  • ItemESellTotal
  • ItemSSellTotal
  • ItemOSellTotal
  • ItemSellTotal
  • ItemIsAllowance (String Yes or No)
  • ItemAllowanceCostTotal
  • ItemAllowanceSellTotal
  • ItemNonAllowanceCostTotal
  • ItemNonAllowanceSellTotal
  • ItemLHrs
  • ItemEHrs
  • ItemProposalComments
  • ItemRFPComments
  • ItemComments

Allowance field logic:

  • The ItemCostTotal is equal to the ItemAllowanceCostTotal plus the ItemNonAllowanceCostTotal.
  • The ItemSellTotal is equal to the ItemAllowanceSellTotal plus the ItemNonAllowanceSellTotal.
  • If the ItemIsAllowance is set to Yes, then the ItemAllowanceSellTotal is equal to the ItemSellTotal and the ItemNonAllowanceSellTotal is equal to 0.
  • If the ItemIsAllowance is set to No, then the ItemAllowanceSellTotal is equal to 0 and the ItemNonAllowanceSellTotal is equal to the ItemSellTotal.

Merge table start and end tags: EstimateScope

Scope of work mail merge fields:

  • CostCodeOrderNumber
  • CostCode
  • CostCodeDescription
  • CostCodeInclusions
  • CostCodeExclusions
  • CostCodeClarifications
The estimate scope will be listed first, before the cost code scope is added to the mail merge table.

Posted March 17, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.