How to Work with Proposal Layout Quick Setup in Buildern

Sending winning proposals requires lots of attention to detail. As proposals created and sent via Buildern are the polished versions of your estimate, layout settings will help you decide what exactly your clients see.

Now, here's how you access and work with the proposal layout Quick Setup.

Choose the project you’d like to create a proposal for, then click on the Proposal tab > Create Proposal button.

Buildern will automatically pull all your estimate line items, and it's your job to decide how you want to present them.

After creating a new proposal, you can start working with the Layout Settings toolbar located at the top right corner of your screen.

Buildern provides you with complete freedom to change the proposal as much as you need. You can reorder proposal sections and choose how the information appears from several prefilled layouts. Click on the Quick Setup dropdown and choose the desired option.
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Show or hide the corresponding sections of your proposal by clicking on the toggle buttons at the right-hand side of each option. In addition, you can also customize the information for certain sections by clicking on the arrow next to each section.

You can choose a new cover image for your proposal by picking one from the system covers, uploading your own image, or setting a solid cover.

NOTE: You can set a company cover photo for all projects and documents (project proposals, change orders/variations, purchase orders, bid requests/requests for quotes) shared with clients or set a specific cover image for each new project. This means you will need to edit your branding settings.
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You can also adjust the columns displayed in your estimate. Add or remove columns such as cost type, quantity, unit price (including or excluding taxes), markup, information about sub/vendors, and many more to suit your specific needs.

You can also adjust the columns displayed under your allowances. Add or remove columns such as allowance for, quantity, unit price (including or excluding taxes), markup, information about sub/vendors, and many more to suit your specific needs.

As a Buildern user, you have the flexibility to decide what specific information is displayed in the budget summary. You can show or hide various budget components such as:

Additionally, you have the option to include or exclude taxes in the total price, providing either a gross or net summary.

This level of customization ensures that the budget summary aligns precisely with your reporting needs and client preferences, giving a clear and concise overview of the project's financial aspects.

When creating a payment schedule to include in your proposal, you can also choose to show/hide the percentage and amount of each payment installment.

You can also change the order in which the sections appear. Simply click and hold the three-line handle next to a section, then drag and drop it into the desired position.