Estimate Proposal Template - Item Details Grouped By Cost Code

Word Templates and Upload Category

Default Word Document: EstimateProposal-ItemsGroupedCostCode-NoItemPricing-Scope.dot

Alternative Word Documents:

  • 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


Important Things To Know Regarding Bookmarks and Mail Merge Fields

  • All Bookmarks and Mail Merge Fields are optional.
  • Bookmarks can be repeated with no limit on the number of times. Examples:
    • 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 - Estimate - From Company / Contact (i.e. 1-Bid Contact | 2-Reviewed By Contact | 3-Logged In User)

If Bid Contact is not specified in the Lead or Project Details form then the system will check Reviewed By Contact in Estimate Properties else Logged In User will be the 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 Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

  • FromE_Signature
  • FromE_SignatureDate
  • FromE_Initial

Bookmarks - Estimate - To Company / Contact (i.e. Client)

  • 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 Bookmark (Contract Admin and Procurement Templates Only):

Bookmarks listed below must use a white font so the e-Sign Tag is clearly visible and not obstructed.

  • ToE_Signature
  • ToE_SignatureDate
  • ToE_Initial


Bookmarks - Estimate - General Information

  • EstimateNumber
  • EstimateDescription
  • EstimateSize
  • EstimateUnit
  • EstimateProposalDate
  • EstimateProposalDateSpelled
  • EstimateValidThruDate
  • EstimateValidThruDateSpelled

Bookmarks - Estimate - Reviewed By Company / Contact

  • 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


Bookmarks - Estimate - Sell or Proposal Totals

EstimateSellTotal (Proposal Amount) = EstimateMSellTotal + EstimateLSellTotal + EstimateESellTotal + EstimateSSellTotal + EstimateOSellTotal + EstimateGlobalShownMarkupTotal

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
  • EstimateSellTotalSpelled

Bookmarks - Estimate - Cost Totals

EstimateCostTotal = EstimateMCostTotal + EstimateLCostTotal + EstimateECostTotal + EstimateSCostTotal + EstimateOCostTotal

Resource Rates and Totals (i.e. EstimateMCostRate, EstimateMCostTotal, EstimateLCostRate etc.) include Hidden Global Markups if Include in Cost is checked.

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

Mail Merge Table - Cost Codes

Mail Merge Table Start and End Tags | All (Default): EstimateItemsGrouped

Mail Merge Table Start and End Tags | Allowance Codes Only: EstimateAllowanceItemsGrouped

Mail Merge Table Start and End Tags | 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 Logic:

  • CostCodeCostTotal = CostCodeAllowanceCostTotal + CostCodeNonAllowanceCostTotal
  • CostCodeSellTotal = CostCodeAllowanceSellTotal + CostCodeNonAllowanceSellTotal

Mail Merge Table - Estimate Items

Mail Merge Table Start and End Tags | All (Default): EstimateItems

Mail Merge Table Start and End Tags | Allowance Items Only: EstimateAllowanceItems

Mail Merge Table Start and End Tags | Non Allowance Items Only: EstimateNonAllowanceItems

Item Detail Mail Merge Fields:

  • ItemNumber
  • ItemCode
  • ItemDescription
  • 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:

  • ItemCostTotal = ItemAllowanceCostTotal + ItemNonAllowanceCostTotal
  • ItemSellTotal = ItemAllowanceSellTotal + ItemNonAllowanceSellTotal
  • ItemIsAllowance = Yes Then ItemAllowanceSellTotal = ItemSellTotal and ItemNonAllowanceSellTotal = 0
  • ItemIsAllowance = No Then ItemAllowanceSellTotal = 0 and ItemNonAllowanceSellTotal=ItemSellTotal

Mail Merge Table - Estimate Scope of Work (aka Inclusions, Exclusions and Clarifications)

Merge Table Start and End Tags: EstimateScope

Scope of Work Mail Merge Fields:

  • CostCodeOrderNumber
  • CostCode
  • CostCodeDescription
  • CostCodeInclusions
  • CostCodeExclusions
  • CostCodeClarifications

Estimate Scope will be listed first before Cost Code Scope is added to the mail merge table.


Mail Merge Table - Linked Documents and Images

Only linked files and images that have grant access checked will be shown in the report.

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

Example Microsoft Word Template Showing Both Mail Merge Table Options