How to Create a New Proposal in Buildern?

This guide is designed to walk you through the step-by-step process of creating a new proposal in Buildern, ensuring a smooth and efficient experience for you and your clients.

Written by Buildern Support

Updated 7 months ago

Once you create an estimate, the next step shall be creating a proposal. By the way, the latter can also be used as a contract that you as a builder will send to your client, outlining the scope of work, timeline, and final cost.

This can be done by following these simple steps:

Log into your Buildern account, choose the project, and navigate to the Proposals section.

Click the Create Proposal button.

NOTE: Your proposal will automatically pull all the line items from the project estimate you've created.

Start by filling in the project's name and the effective period. This will set a period for your client to respond to the proposal once you send it.

Now, it is important to mention that you can customize your proposal layout, by choosing sections you'd like to show or hide and reordering them for better convenience.

Filter the information in the proposal with a very granular level of detail.

You have the freedom to customize what your clients see and how the proposal appears for them:

Detailed with or without descriptions
Detailed with markup
Grouped estimate
Lump sum

💡HINT: The latter two will give a more summarized view of your proposal.

As the proposal will be based on your estimate, it is important to make sure that the estimate is accurate and up-to-date. Click the Customize layout button to hide or show certain columns (quantity, builder cost, unit cost, markup, and others).

Once you have finalized all the necessary details, including any additional terms and conditions or attachments, you can set a payment schedule.

This will give your client a better understanding of your payment terms and milestones for the project.

Finally, add a signature field for your client to sign and approve the proposal, making it a legally binding document.

NOTE: You will be able to sign the proposal once you save the initial draft. You can also add several signature boxes for your client if there are multiple stakeholders involved in the project.

When everything’s done, you can preview the proposal before sending the Send button.

Remember, this proposal is a crucial part of your communication with your client, so make sure it is well-structured, informative, and visually appealing.

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