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QB - 13.03 Available Fields You Can Use in a Proposal

Views: 963 Last Updated: 11/07/2022 02:27 pm 0 Rating/ Voters
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7/6/2022 - Updated Template File Available
Attached to this article (at the bottom), 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). 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
[Contacts.LastName] Contact’s last name
[Contacts.email] Company Contact's e-mail address
[Companies.Address1] Companies mailing address
[Companies.City] Companies city
[Companies.State] Companies state
[Companies.Zip] Companies zip code
[Companies.Phone] Companies phone number
[Companies.Fax] Companies fax number
[ProposalDate] Proposal date for Bid
[AcceptanceDays] Accepted days
Bid Conditions*
The first field (Bid.Conditions:decimals=X) adds the Conditions to your proposal 
[Bid.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.
[Bid.ConditionGroupbyArea:show=1 or 0] [Bid.ConditionGroupbyArea:show=1] Conditions are grouped by area
[Bid.ConditionGroupbyArea:show=0] Conditions are not grouped by area 
[Bid.ConditionsUnitPrice:show=1 or 0] [Bid.ConditionsUnitPrice:show=1] shows the unit price column
[Bid.ConditionsUnitPrice:show=0] hides the unit price column

EXAMPLES

To use the GroupbyArea and UnitPrice options, you add all three to your proposal, like this:

BID CONDITIONS LIST, 2 DECIMALS, NOT GROUPED BY AREA, SHOWING UNIT COST

This should insert the Conditions list into your proposal, showing 2 decimals for each Condition's Total Cost, disabling Area Grouping, and showing the Unit Price column.

[Bid.Conditions:decimals=2][Bid.ConditionGroupbyArea:show=0][Bid.ConditionUnitPrice:show=1]

BID CONDITIONS LIST, 0 DECIMALS, GROUPED BY AREA, HIDING UNIT COST

This should insert the Conditions list into your proposal, showing no decimals for each Condition's Total Cost, Grouping by Area, and hiding the Unit Price column.

[Bid.Conditions:decimals=0][Bid.ConditionGroupbyArea:show=1][Bid.ConditionUnitPrice:show=0]

All three Condition fields must be used together.
Bid Equipment and Other*
[Bid.Equipments] Equipment Name (Description) and Total
[Bid.Others] Other Name (Description) and Total
Calculated Bid Total
[Bids.Total] Total for Bid
List Layout
[Bids.Markups] Bid markups
[Bids.Alternates] Bid alternates
[Bids.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.

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Attachments
customfields_template.dot 0.1 Mb Download File

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