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

Default templates

Default Microsoft Word template: EstimateProposal-ItemsGroupedDivisionCostCode-NoItemPricing-Scope.dot

Alternative Microsoft Word templates:

  • With items:

    • EstimateProposal-ItemsGroupedDivisionCostCode-NoItemPricing.dot
    • EstimateProposal-ItemsGroupedDivisionCostCode-ItemPricing.dot
    • EstimateProposal-ItemsGroupedDivisionCostCode-ItemPricing-Scope.dot
    • EstimateProposal-ItemsGroupedAllowanceDivisionCostCode-ItemPricing-Scope.dot

      Standard and allowance items are in separate tables.

  • Without items and summary by cost code with division grouping:

    • EstimateProposal-ItemsGroupedDivisionCostCode-NoItems_CostCodeWithQtyUnitPrice.dot

      With cost code quantity, units, and unit price.

    • EstimateProposal-ItemsGroupedDivisionCostCode-NoItems_CostCodeWithQtyUnitPrice_Scope.dot

      With cost code quantity, units, unit price, and scope.

    • EstimateProposal-ItemsGroupedDivisionCostCode-NoItems_CostCodeWithoutQtyUnitPrice_Scope.dot

      Without cost code quantity, units, and unit price.

Upload feature category: Estimate Proposal - Items Grouped By Division and 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

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 - Cost codes

Merge table start and end tags: > All (Default): EstimateCostCodes

Merge table start and end tags: > Allowance Codes Only: EstimateAllowanceCostCodes

Merge table start and end tags: > Non Allowance Codes Only: EstimateNonAllowanceCostCodes

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

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
The estimate scope will be listed first, before the cost code scope is added to the mail merge table.