Course outline
Price it and send a proposal to every client
Turn your takeoff into proposal lines, price each one from labor and material, and add your notes. A good starting point is doubling your direct cost. Then send every client its own proposal, well before the due time.
After this lesson you can
- Build a priced proposal
- Send each client its own proposal
Try it: upload your own takeoff, or use the sample takeoff from the capstone job. Then price the lines, add a note, and create the PDF.
Build a proposal
Proposal builderA proposal starts from a takeoff. Upload yours, or use the sample takeoff from the Amazon Distribution job.
PDF up to 4 MB and 5 pages · 3 uploads a day · your file isn't saved · View the sample takeoff
- Price: direct cost ÷ (1 − margin). See markup vs. margin.
- Notes: anything you assumed or excluded for this job.
- One proposal per client, sent early.
Takeoff to proposals in a few clicks
Auto Draft reads your takeoff and builds a line for each finish code with its quantity, priced from the last unit price you used. Adjust with the scope calculator, add Notes, check the clients you're bidding to, and Generate & Draft Emails creates a proposal and email draft for each one.