The bottom section of a document contains the Attachments tab and the Route Detail tab.
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Creating a Customer Submittal PackageCreating a Customer Submittal Package
There are two ways to create a Customer Submittal Package: From a Vendor Submittal document – use this method when you want to carry over information From the Project Dashboard
Adding Prefixes to BookmarksAdding Prefixes to Bookmarks
Purpose of Bookmark Prefixes Adding prefixes to bookmark names allows you to extract data not stored directly in the Document format number and data fields pull data from Contact records
Bid Package OverviewBid Package Overview
When the same RFQ is sent to more than one vendor, a Bid Package document is used to contain information about the quote request and all responses from the subcontractors/vendors