Proposal
Present the customer's need, proposed approach, included deliverables, options, assumptions, schedule, itemized pricing, terms, and signature fields in one…
Complete and download the PDF before creating an account
When to use and what to include
Draft the approach, timeline, and pricing online, then generate a proposal PDF for review. Use this when a customer needs the recommended scope, options, responsibilities, assumptions, schedule, and price explained together, especially for larger or multi-phase work.
What to include
- Executive summary describing the client's problem, your proposed solution, and the key benefit they get from choosing your approach.
- Detailed scope of work broken into phases or milestones, with deliverables, estimated duration, and dependencies for each phase.
- Pricing table with cost per phase, payment schedule tied to milestones, and any allowances or contingency amounts.
- Company qualifications section: relevant licenses, insurance coverage, similar past projects, and references the client can contact.
- Terms and conditions covering project start date, estimated completion, warranty period, and how change requests will be handled and priced.
Common questions
- Can I structure this Proposal online for different client scenarios?
- Yes. Revise the proposed work, options, schedule, and pricing in the guided form before downloading the final PDF.
- Can I save this Proposal and reuse its structure for another customer?
- Yes. With an account, save it in your history, edit it later, and reuse its details as a starting point for another customer.
- Can I generate a presentation-ready PDF from this Proposal?
- Yes. Export a polished PDF suitable for email delivery, proposal reviews, and approvals.
- Should I include multiple pricing options?
- Offering a base option and one upgrade option helps the client feel in control and often increases the average job value.
- When should I follow up after sending a proposal?
- Follow up within three to five business days. After two follow-ups, set a later reminder and keep the opportunity available for future contact.
- What is the difference between a proposal and a quote?
- A quote presents the price for a defined job. A proposal also explains your approach, timeline, materials, and pricing, which suits larger or multi-phase projects.
- What makes a proposal clear and complete?
- Describe the project approach, deliverables, materials, timeline, pricing, assumptions, and next step in terms specific to the customer.
- What should I review before using the completed Proposal?
- Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Proposal. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.