7/6/2022 - Updated Template File Available
There's an updated "Custom Fields" proposal template that includes all the available Custom Fields you can add to your templates and some notes how to use them (specifically related to the Conditions fields).
Download the updated file here: https://storage.googleapis.com/salesforce-kb-images/ocs/customfields_template.dot
Save this DOT file to your OCS Documents\\Quick Bid\\Templates folder (or wherever you store your templates). Make a backup of the original template file, don't overwrite it.
The brackets [] are part of the field and must be included when typing a field name in a template file.
Note
Save yourself a little time and use one of our included templates as the start of your custom template. Just open up your OCS Documents\\Quick Bid\\Templates folder (or wherever you store your templates) and make a copy of the *.dot that is close to what you need, then modify it as necessary.Field | Description | |
|---|---|---|
Cover Sheet | ||
[Bids.JobID] | Job ID from Bid Cover Sheet | |
[Bids.JobNo] | Job number from Bid Cover Sheet | |
[Bids.JobStatus] | Job status from Bid Cover Sheet | |
[Bids.BiddingCompany] | Bidding company from Bid Cover Sheet | |
[Bids.ProjectName] | Project name from Bid Cover Sheet | |
[Bids.BidNo] | Bid number from Bid Cover Sheet | |
[Bids.AcctID] | Account ID from Bid Cover Sheet | |
[Bids.JobType] | Job type from Bid Cover Sheet | |
[Bids.BidDate] | Bid date from Bid Cover Sheet | |
[Bids.BidTime] | Bid Time from Bid Cover Sheet | |
[Bids.PlansDate] | Plans date from Bid Cover Sheet | |
[Bids.JobStart] | Job start date from Bid Cover Sheet | |
[Bids.JobEnd] | Job end date from Bid Cover Sheet | |
[Bids.TotalSqSize] | Total size from Bid Cover Sheet | |
Job Site / Contacts | ||
[Bids.JobSiteName] | Job site name | |
[Bids.JobSiteStreet] | Job site street | |
[Bids.JobSiteCity] | Job site city | |
[Bids.JobSiteState] | Job site state | |
[Bids.JobSiteZip] | Job site zip code | |
[Bids.JobSiteContact] | Job site contact name | |
[Bids.JobSitePhone] | Job site phone number | |
[Bids.JobSiteFax] | Job site fax number | |
[Bids.Notes] | Bid notes | |
Bid Proposal Dialog | ||
[Companies.Name] | Companies name | |
[Contacts.FirstName] | Contact’s first name | |
gContacts.LastName] | Contact’s last name | |
oContacts.email] | Company Contact's e-mail address | |
oCompanies.Address1] | Companies mailing address | |
oCompanies.City] | Companies city | |
oCompanies.State] | Companies state | |
oCompanies.Zip] | Companies zip code | |
oCompanies.Phone] | Companies phone number | |
oCompanies.Fax] | Companies fax number | |
oProposalDate] | Proposal date for Bid | |
oAcceptanceDays] | Accepted days | |
Bid Conditions* | ||
The first field (Bid.Conditions:decimals=X) adds the Conditions to your proposal | ||
oBid.Conditions:decimals=2] | All Conditions in the select Bid; Condition Name, Quantity 1, Notes, Total decimals= sets the number of decimals shown | |
The next two fields (...GroupbyArea and ...UnitPrice) modify the Bid.Conditions section of the proposal and cannot be used on their own. | ||
oBid.ConditionGroupbyArea:show=1 or 0] | Bid.ConditionGroupbyArea:show=1] Conditions are grouped by area | |
oBid.ConditionsUnitPrice:show=1 or 0] | Bid.ConditionsUnitPrice:show=1] shows the unit price column | |
EXAMPLES To use the GroupbyArea and UnitPrice options, you add all three to your proposal, like this:
All three Condition fields must be used together. | ||
Bid Equipment and Other* | ||
oBid.Equipments] | Equipment Name (Description) and Total | |
oBid.Others] | Other Name (Description) and Total | |
Calculated Bid Total | ||
oBids.Total] | Total for Bid | |
List Layout | ||
oBids.Markups] | Bid markups | |
oBids.Alternates] | Bid alternates | |
oBids.ChangeOrders] | Bid change orders | |
* Conditions, Equipment, and Other fields are for the current Base Bid, or Accepted Child Bid only. Each proposal/quotation must be generated separately.
 Customizing A Proposal Template | Adding a Company Logo to a Proposal  |
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