RFI response to originator Microsoft Word template

This template is used for sending the RFI with responses back to the originator.

Default templates and upload category

Default Microsoft Word template: RFI-ToOriginator-Responses.dot
Upload feature category: Request For Information (RFI) - To Originator - Responses

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

Learn more about your options here.

Bookmarks - RFI 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 - RFI to company/contact (originator)

• OriginatorPrefix
• OriginatorFirstName
• OriginatorMiddleName
• OriginatorLastName
• OriginatorSuffix
• OriginatorContact
• OriginatorTitle
• OriginatorMobilePhone
• OriginatorEmail
• OriginatorCompanyCode
• OriginatorCompany
• OriginatorAddress1
• OriginatorAddress2
• OriginatorCity
• OriginatorState
• OriginatorZipCode
• OriginatorCountry
• OriginatorPhone
• OriginatorPhone2
• OriginatorFax
• OriginatorWebsite
• OriginatorGovTaxID

Bookmarks - RFI general information

• RFINumber
• RFIIssueDate
• RFISubject
• RFIType
• RFIReason
• RFIPriority
• RFIRequest
• RFISuggestion

Bookmarks - RFI reference fields

• RFIRefPrimeContract
• RFIRefCO
• RFIRefSubcontract
• RFIRefSCO
• RFIRefDrawing
• RFIRefLocation
• RFIRefSpecSection
• RFIRefOther

Bookmarks - RFI impact and closed status

• RFIScheduleImpact
• RFIScheduleImpactDays
• RFIFinancialImpact
• RFIFinancialImpactTotal
• RFIClosed
• RFIClosedDate

Mail Merge Table - RFI - Respondent

Merge table start and end tags: RFIResponses

• RespondentCompany
• RespondentContact
• RespondentBusinessPhone
• RFISentDateToRespondent
• RFIResponseDue
• RFIDateResponded
• RFIResponse

• ccRespondentCompany

• ccRespondentContact

• ccRespondentBusinessPhone

• ccRespondentEmail