Estimate proposal email template

Default template

Default template: Estimate.html
Upload feature category: Estimate Proposal

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 - Estimate - From company / contact

If a Bid Contact is not specified in the lead or project details form then the system will check the Reviewed By contact in the estimate properties. If there is no bid contact or reviewed by contact, the logged in user will be the from contact.

FromPrefix
FromFirstName
FromMiddleName
FromLastName
FromSuffix
FromContact
FromTitle
FromMobilePhone
FromEmail
FromCompanyCode
FromCompany
FromAddress1
FromAddress2
FromCity
FromState
FromZipCode
FromCountry
FromPhone
FromPhone2
FromFax
FromWebsite
FromGovTaxID

Bookmarks - Estimate - To company / contact (client)

ToPrefix
ToFirstName
ToMiddleName
ToLastName
ToSuffix
ToContact
ToTitle
ToMobilePhone
ToEmail
ToCompanyCode
ToCompany
ToAddress1
ToAddress2
ToCity
ToState
ToZipCode
ToCountry
ToPhone
ToPhone2
ToFax
ToWebsite
ToGovTaxID

Bookmarks - Estimate - General information

EstimateNumber
EstimateDescription
EstimateSize
EstimateUnit
EstimateProposalDate
EstimateProposalDateSpelled
EstimateValidThruDate
EstimateValidThruDateSpelled

Bookmarks - Estimate - Reviewed by company / contact

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

Bookmarks - Estimate - Sell or proposal totals

EstimateSellTotal (Proposal Amount) = EstimateMSellTotal + EstimateLSellTotal + EstimateESellTotal + EstimateSSellTotal + EstimateOSellTotal + EstimateGlobalShownMarkupTotal

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
EstimateSellTotalSpelled

Bookmarks - Estimate - Cost totals

EstimateCostTotal = EstimateMCostTotal + EstimateLCostTotal + EstimateECostTotal + EstimateSCostTotal + EstimateOCostTotal

Resource Rates and Totals (i.e. EstimateMCostRate, EstimateMCostTotal, EstimateLCostRate etc.) include Hidden Global Markups if Include in Cost is checked.

EstimateMCostRate
EstimateMCostTotal
EstimateLCostRate
EstimateLCostTotal
EstimateECostRate
EstimateECostTotal
EstimateSCostRate
EstimateSCostTotal
EstimateOCostRate
EstimateOCostTotal
EstimateAllowanceCostTotal
EstimateAllowanceCostTotalSpelled
EstimateNonAllowanceCostTotal
EstimateNonAllowanceCostTotalSpelled
EstimateCostRate
EstimateCostTotal
EstimateCostTotalSpelled