Bills Microsoft Word template
Related information
Related topics
Default template and upload category
Bill details:
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Default Microsoft Word template: Bill.dot
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Upload feature category: Bill
Conditional final bill lien waiver:
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Default Microsoft Word template: Bill-LienWaiver-CondFinal.dot
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Upload feature category: Bill - Lien Waiver - Conditional Final
Unconditional final bill lien waiver:
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Default Microsoft Word template: Bill-LienWaiver-UncondFinal.dot
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Upload feature category: Bill - Lien Waiver - Unconditional Final
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
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
- OwnerPrefix
- OwnerFirstName
- OwnerMiddleName
- OwnerLastName
- OwnerSuffix
- OwnerContact
- OwnerTitle
- OwnerMobilePhone
- OwnerEmail
- OwnerCompanyCode
- OwnerCompany
- OwnerAddress1
- OwnerAddress2
- OwnerCity
- OwnerState
- OwnerZipCode
- OwnerCountry
- OwnerPhone
- OwnerPhone2
- OwnerFax
- OwnerWebsite
- OwnerGovTaxID
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.
- OwnerE_Signature
- OwnerE_SignatureDate
- OwnerE_Initial
- 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
- BillNumber
- BillDate
- BillType
- BillSubject
- BillTerms
- BillDueDate
- BillPrintComments
- BillPOReference
- BillInternalComments
- BillSubtotal
- BillTax
- BillTotal
Learn more about the breakdown of BillTax per tax code.
Mail merge table
Merge table start and end tags: BillItems
- ItemNumber
- ItemCode
- ItemUPC
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemDescription
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemSubtotal
- ItemTaxTotal
- ItemTotal
- ItemCostCode
- ItemCostResource
- ItemTaxCode
- ItemBillableStatus