Estimate proposal Microsoft Word template with item details summed by major code
Related information
Related topics
Default template and upload category
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Default Microsoft Word template: EstimateProposal-ItemsSummedMajor-Pricing-Scope.dot
- Alternative Microsoft Word templates:
- EstimateProposal-ItemsSummedMajor-Pricing.dot
- EstimateProposal-ItemsSummedMajor-NoPricing.dot
- EstimateProposal-ItemsSummedMajor-NoPricing-Scope.dot
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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
- 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: 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:
- The MajorCostTotal is equal to the MajorAllowanceCostTotal plus the MajorNonAllowanceCostTotal.
- The MajorSellTotal is equal to the MajorAllowanceSellTotal plus the MajorNonAllowanceSellTotal.
Merge table start and end tags: EstimateScope
Scope of work mail merge fields:
- CostCodeOrderNumber
- CostCode
- CostCodeDescription
- CostCodeInclusions
- CostCodeExclusions
- CostCodeClarifications