Request for pricing (RFP) package details Microsoft Word template
Related information
Related topics
This report is typically used to show all vendor pricing to the owner or customer.
Default template and upload category
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Default Microsoft Word template: RFPPackage-AllVendorDetails.dot
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Upload feature category: RFP Package - All Vendor Details
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
Project classifications can be inserted using either bookmark or a mail merge table. Learn more about the project classification bookmarks and mail merge options.
Bookmarks
General project information
- ProjectNumber
- ProjectTitle
- ProjectDescription
- ProjectAddress1
- ProjectAddress2
- ProjectCity
- ProjectState
- ProjectZipCode
- ProjectCountry
- ProjectPhone
- ProjectFax
Project bid date, plan room info, estimated dates, and stakeholders
- ProjectOwnerBidDate
- ProjectOwnerBidTime
- ProjectPlanRoomInfo
- ProjectStartDate
- ProjectFinishDate
- ProjectSalesPerson
- ProjectSalesPersonMobilePhone
- ProjectSalesPersonEmailAddress
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
General estimate information (applicable to estimate RFP packages only)
- EstimateNumber
- EstimateDescription
- EstimateSize
- EstimateUnit
Prime contract number, type, subject, and scope (applicable to RFP packages listed in the Procurement module)
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
- PrimeContractOwnerPORef
Prime contract specific address
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
General RFP package information
- RFPPackageNumber
- RFPPackageTitle
- RFPPackageDate
- RFPPackageDueDate
- RFPPackageDueTime
- RFPPackageWorkScope
- RFPPackageInclusions
- RFPPackageExclusions
- RFPPackageClarifications
Mail merge table
RFP package bidders and items
Merge table start and end tags: BidderDetails
- BidderCompany
- BidderContact
- BidderPhone
- BidderFax
- BidderEmail
Bidder items
Merge sub-table start and end tags: BidderItems
Mail merge sub-table fields:
- ItemNumber
- ItemDescription
- ItemManufacturer
- ItemManufacturerPartNumber
- ItemUnit
- ItemQuantity
- ItemUnitPrice
- ItemComments
- ItemAwardedToVendor