Estimate Proposal Template - Item Details Summed By Major Code

Word Templates and Upload Category

Default Word Document: EstimateProposal-ItemsSummedMajor-Pricing-Scope.dot

Alternative Word Documents:

EstimateProposal-ItemsSummedMajor-Pricing.dot
EstimateProposal-ItemsSummedMajor-NoPricing.dot
EstimateProposal-ItemsSummedMajor-NoPricing-Scope.dot

Upload Feature Category: Estimate Proposal - Items Summed By Major

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

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 - Major Codes

Merge Table Start and End Tags: EstimateItemsSummary

Major Mail Merge Fields:

Major
MajorDescription
MajorMCostTotal
MajorLBaseCostTotal
MajorLBurdenCostTotal
MajorLCostTotal
MajorEBaseCostTotal
MajorEBurdenCostTotal
MajorECostTotal
MajorSCostTotal
MajorOCostTotal
MajorCostTotal
MajorMSellTotal
MajorLSellTotal
MajorESellTotal
MajorSSellTotal
MajorOSellTotal
MajorSellTotal
MajorAllowanceCostTotal
MajorAllowanceSellTotal
MajorNonAllowanceCostTotal
MajorNonAllowanceSellTotal
MajorLHrs
MajorEHrs

Allowance Field Logic:

MajorCostTotal = MajorAllowanceCostTotal + MajorNonAllowanceCostTotal
MajorSellTotal = MajorAllowanceSellTotal + MajorNonAllowanceSellTotal

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

The report includes only linked files and images that have the grant access option selected.

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

Microsoft Word template example including both mail merge table options.