Submittal to originator with response email template
This template is for sending the submittal back to the originator to communicate the status, such as approved, approved as noted, rejected, and so on.
Default template
Default template: Submittal_ToOriginator_Responses.html
Upload feature category: Submittal Response To Originator
Bookmark formatting
All bookmarks and fields within a table must be enclosed with squiggly brackets {} as shown in the example below.
- Bookmark Name: ProjectNumber
- Bookmark in HTML Template: {ProjectNumber}
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
- ProjectSalesPersonTitle
- ProjectBidContact
- ProjectBidContactMobilePhone
- ProjectBidContactEmailAddress
- ProjectBidContactTitle
- ProjectManager
- ProjectManagerMobilePhone
- ProjectManagerEmailAddress
- ProjectManagerTitle
Bookmarks - Submittal from company/contact (coordinated by)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - Submittal to company/contact (originator)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - General submittal information
- SubmittalNumber
- SubmittalIssueDate
- SubmittalType
- SubmittalSubject
- SubmittalDescription
- SubmittalClosed
Table - Submittal items
Table Start Tag: {ItemTable}
- ItemNumber
- ItemDescription
- ItemQuantity
- ItemUnit
- ItemUPC
- ItemManufacturer
- ItemManufacturerCatalogNum
- ItemRefPrimeContract
- ItemRefCO
- ItemRefSubcontract
- ItemRefSCO
- ItemRefDrawing
- ItemRefLocation
- ItemRefSpecSection
- ItemRefOther
- ItemStatus
Table - Submittal responses
Table Start Tag: {ResponseTable}
- RespondentCompany
- RespondentContact
- RespondentBusinessPhone
- RespondentBusinessFax
- RespondentEmail
- SubmittalSentDateToRespondent
- SubmittalResponseDue
- SubmittalDateResponded
- SubmittalComment