Request for pricing (RFP) package vendor invitation to bid email template
Default template
Estimating email template: RFP_Estimate_Invite.html
Procurement email template: RFP_Procurement_Invite.html
Upload feature category: RFP Package
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 - General estimate information (applicable to estimate RFP package invitation only)
- EstimateNumber
- EstimateDescription
- EstimateSize
- EstimateUnit
Bookmarks - Prime contract number, type, subject, and scope (applicable to procurement RFP packages only)
- PrimeContractNumber
- PrimeContractType
- PrimeContractWorkSubject
- PrimeContractWorkScope
- PrimeContractInclusions
- PrimeContractExclusions
- PrimeContractClarifications
Bookmarks - Prime contract specific address (applicable to procurement RFP packages only)
- PrimeContractAddress1
- PrimeContractAddress2
- PrimeContractCity
- PrimeContractState
- PrimeContractZipCode
- PrimeContractCountry
- PrimeContractPhone
- PrimeContractFax
Bookmarks - From company/contact (from company and contact referenced on RFP)
- FromPrefix
- FromFirstName
- FromMiddleName
- FromLastName
- FromSuffix
- FromContact
- FromTitle
- FromMobilePhone
- FromEmail
- FromCompanyCode
- FromCompany
- FromAddress1
- FromAddress2
- FromCity
- FromState
- FromZipCode
- FromCountry
- FromPhone
- FromPhone2
- FromFax
- FromWebsite
- FromGovTaxID
Bookmarks - To company/contact (subcontractor or supplier)
- ToPrefix
- ToFirstName
- ToMiddleName
- ToLastName
- ToSuffix
- ToContact
- ToTitle
- ToMobilePhone
- ToEmail
- ToCompanyCode
- ToCompany
- ToAddress1
- ToAddress2
- ToCity
- ToState
- ToZipCode
- ToCountry
- ToPhone
- ToPhone2
- ToFax
- ToWebsite
- ToGovTaxID
Bookmarks - General RFP package information
- RFPPackageNumber
- RFPPackageTitle
- RFPPackageDate
- RFPPackageDueDate
- RFPPackageDueTime
- RFPPackageWorkScope
- RFPPackageInclusions
- RFPPackageExclusions
- RFPPackageClarifications
Table - RFP vendor items (not included in default template)
Table Start Tag: {ItemTable}
- ItemNumber
- ItemDescription
- ItemQuantity
- ItemUnit
- ItemUPC
- ItemManufacturer
- ItemManufacturerCatalogNum
- RFPItemComments