Scope analysis & takeoffs
Review source-linked suggestions, confirm quantities and keep an editable record of the scope you intend to price.
Explore the feature03 / PROPOSALS & CHANGES
Present the work with the care it deserves.
Take the reviewed estimate into a client-ready proposal. Keep the scope, commercial terms and later changes tied to the work you priced.
Clear scope. Considered terms. A record of the decision.
A proposal should communicate what the estimate means. Connect the financial snapshot to the work included, the exclusions and the terms you want the client to review.
Prepare a branded proposal PDF
Build a proposal from the estimate and include scope, exclusions, payment milestones and commercial terms. Review the generated PDF before sharing it through your own communication process.
Record the client decision
Keep the approval or rejection decision associated with the proposal version. The workspace records the workflow; it does not replace your contract review or an external e-signature service.
Preserve the accepted baseline
Approved financial snapshots remain intact so your team can distinguish the accepted proposal from later adjustments.
Track change orders
Create and review changes against the accepted baseline. Keep the changed scope and approved adjustment connected instead of silently replacing the original bid.
THE NEXT PROJECT STARTS HERE
Make room for a better bid.
Bring your scope, your approved rates and the expertise behind your work. Build the estimate, then put your proposal together.