RFI response request to respondent Microsoft Word template

This template is used for sending the RFI to each respondent to get their comments or answer. If there is more than one respondent, additional pages will be created for each individual.

Default templates and upload category

Default Microsoft Word template: RFI-ToRespondent-ResponseRequest.dot
Upload feature category: Request For Information (RFI) - To Respondent - Response Request

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 (respondent)

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

Response field:

• RFISentDateToRespondent
• RFIResponseDue

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