Bills Microsoft Word template

Default templates and upload category

Bill details

Default Microsoft Word template: Bill.dot
Upload feature category: Bill

Bill lien waiver - Conditional final

Default Microsoft Word template: Bill-LienWaiver-CondFinal.dot
Upload feature category: Bill - Lien Waiver - Conditional Final

Bill lien waiver - Unconditional final

Default Microsoft Word template: Bill-LienWaiver-UncondFinal.dot
Upload feature category: Bill - Lien Waiver - Unconditional Final

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 - Prime contract number, type, subject, and scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime contract specific address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime contract referenced owner or client

• OwnerPrefix
• OwnerFirstName
• OwnerMiddleName
• OwnerLastName
• OwnerSuffix
• OwnerContact
• OwnerTitle
• OwnerMobilePhone
• OwnerEmail
• OwnerCompanyCode
• OwnerCompany
• OwnerAddress1
• OwnerAddress2
• OwnerCity
• OwnerState
• OwnerZipCode
• OwnerCountry
• OwnerPhone
• OwnerPhone2
• OwnerFax
• OwnerWebsite
• OwnerGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• OwnerE_Signature
• OwnerE_SignatureDate
• OwnerE_Initial

Bookmarks - From company/contact (supplier)

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

Special e-Sign bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• FromE_Signature
• FromE_SignatureDate
• FromE_Initial

Bookmarks - To company/contact (prime contractor or your company)

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

Special e-Sign bookmark (Contract Admin and Procurement templates only):

Bookmarks listed below must use a white font so the e-Sign tag is clearly visible and not obstructed.

• ToE_Signature
• ToE_SignatureDate
• ToE_Initial

Bookmarks - General bill information

• BillNumber
• BillDate
• BillType
• BillSubject
• BillTerms
• BillDueDate
• BillPrintComments
• BillPOReference
• BillInternalComments
• BillSubtotal
• BillTax
• BillTotal

Bookmarks - Breakdown of BillTax per tax code

Learn more here.

Mail merge table - Bill line items

Merge table start and end tags: BillItems

• ItemNumber
• ItemCode
• ItemUPC
• ItemManufacturer
• ItemManufacturerPartNumber
• ItemDescription
• ItemUnit
• ItemQuantity
• ItemUnitPrice
• ItemSubtotal
• ItemTaxTotal
• ItemTotal
• ItemCostCode
• ItemCostResource
• ItemTaxCode
• ItemBillableStatus