BUILD THE PERFECT CONSTRUCTION PROPOSAL TEMPLATE
Simplify your proposal creation process.
Create a library of construction proposal templates following the steps listed below.
7
ELEMENTS
for your proposal template
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When existing, alternates identify work that your client can opt to buy or not: work that you or other trades can perform, performance bond expressed in % of total of contract
Specifications of the parties
Include project name, contact names, addresses, dates, and location of the parties.
List materials used, construction plans and calculations, work quality and difficulty, tests and certifications, guarantees and annual inspections, bond and insurance information
Add all financial information. It is crucial for both parties to acknowledge and accept the scope of work, costs, and terms in writing.
Identify the start and end date of the project. Not applicable to all commercial project.
If existing, include notice dates, approvals, easements, or construction permits.
Provide information about work performed by others such as: site work, work that ties into yours but other trades will perform, permit fees, warranty beyond terms specified.
Scope of the
Project
Costs & Terms of Payment
Work Schedule for the Project
Relevant Authorities
Identify the legal authorities involved in the project. Make sure you are specific. Municipalities, affiliates, partners are a few examples of authorities you should include.
Exclusions
Alternates
Proposal Automation: Create 1 or 100 proposals with 3 clicks
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