Microsoft Word Template - Request For Pricing (RFP) Package Details

This report is typically used when showing the owner or customer all the vendor prices.

Default Template

Default Word Document: RFPPackage-AllVendorDetails.dot
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

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 - General Estimate Information (Applicable to Estimate RFP Packages Only)

• EstimateNumber
• EstimateDescription
• EstimateSize
• EstimateUnit

Bookmarks - Prime Contract Number, Type, Subject, and Scope (Applicable to RFP Packages listed in Procurement Module)

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime Contract Specific Address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - General RFP Package Information

• RFPPackageNumber
• RFPPackageTitle
• RFPPackageDate
• RFPPackageDueDate
• RFPPackageDueTime
• RFPPackageWorkScope
• RFPPackageInclusions
• RFPPackageExclusions
• RFPPackageClarifications

Mail Merge Fields - RFP Package Bidders and Items

Merge Table Start and End Tags: BidderDetails

• BidderCompany
• BidderContact
• BidderPhone
• BidderFax
• BidderEmail
• Bidder Items:
  • Mail Merge Sub-Table Start and End Tags: BidderItems
  • Mail Merge Sub-Table Fields:
    • ItemNumber
    • ItemDescription
    • ItemManufacturer
    • ItemManufacturerPartNumber
    • ItemUnit
    • ItemQuantity
    • ItemUnitPrice
    • ItemComments
    • ItemAwardedToVendor

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.