Estimate proposal Microsoft Word template with item details grouped by division code
Default templates
Default Microsoft Word template: EstimateProposal-ItemsGroupedDivision-NoItemPricing-Scope.dot
Alternative Microsoft Word templates:
- EstimateProposal-ItemsGroupedDivision-NoItemPricing.dot
- EstimateProposal-ItemsGroupedDivision-ItemPricing.dot
- EstimateProposal-ItemsGroupedDivision-ItemPricing-Scope.dot
- EstimateProposal-ItemsGroupedAllowanceDivision-ItemPricing-Scope.dot (Standard and allowance items shown in separate tables)
Upload feature category: Estimate Proposal - Items Grouped By Division
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
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 - Estimate from company / contact
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 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 (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 - General estimate 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 - Division codes
Merge table start and end tags: > All (Default): EstimateItemsGrouped
Merge table start and end tags: > Allowance Divisions Only: EstimateAllowanceItemsGrouped
Merge table start and end tags: > Non Allowance Divisions Only: EstimateNonAllowanceItemsGrouped
Division code mail merge fields:
- Division
- DivisionDescription
- DivisionMCostTotal
- DivisionLBaseCostTotal
- DivisionLBurdenCostTotal
- DivisionLCostTotal
- DivisionEBaseCostTotal
- DivisionEBurdenCostTotal
- DivisionECostTotal
- DivisionSCostTotal
- DivisionOCostTotal
- DivisionCostTotal
- DivisionMSellTotal
- DivisionLSellTotal
- DivisionESellTotal
- DivisionSSellTotal
- DivisionOSellTotal
- DivisionSellTotal
- DivisionAllowanceCostTotal
- DivisionAllowanceSellTotal
- DivisionNonAllowanceCostTotal
- DivisionNonAllowanceSellTotal
- DivisionLHrs
- DivisionEHrs
Allowance field logic:
- DivisionCostTotal = DivisionAllowanceCostTotal + DivisionNonAllowanceCostTotal
- DivisionSellTotal = DivisionAllowanceSellTotal + DivisionNonAllowanceSellTotal
Mail merge table - Estimate items
Merge table start and end tags: > All (Default): EstimateItems
Merge table start and end tags: > Allowance Items Only: EstimateAllowanceItems
Merge table start and end tags: > 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:
- 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 (inclusions, exclusions, and clarifications)
Merge table start and end tags: EstimateScope
Scope of work mail merge fields:
- CostCodeOrderNumber
- CostCode
- CostCodeDescription
- CostCodeInclusions
- CostCodeExclusions
- CostCodeClarifications