THE PROPOSAL
NOTE: Always download a fresh contract proposal template from our templates page
EDITING THE PROPOSAL
Insert the Name of the project on the first page
Insert their Company or Client information on the first page
Insert Your information on the first page
Insert their Company Logo above the schedule of values
Complete the Proposal with the costs from the spreadsheet
Clearly define the scope of work for each trade in the scope clarifications area
Add in any exclusions at the bottom
Insert the Architect name and date of plans that we bid from under the Terms & Conditions section
Add in the amount of the contract under the Terms & Conditions section
Ensure the balance of the proposal adds up one more time
Save the proposal under the proposal folder within the Google Drive project folder
Send client a PDF version
Get them to then sign it via DocuSign