What good looks like
A version-controlled quote with accurate scope, price, exclusions, approval status, and customer delivery history.
Have these details ready
- Customer, site, and decision-maker
- Defined scope and known exclusions
- Current labor, material, equipment, and subcontractor costs
Run the workflow
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Choose the customer and context
Select the correct customer and site. Link the originating lead, service request, or job when this proposal belongs to existing work.
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Write field-ready scope
Describe what will be furnished and performed, assumptions, and exclusions. Separate alternates so acceptance is unambiguous.
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Build the price
Add labor, material, equipment, permits, subcontractors, discounts, tax, and allowances using current catalog items or clearly named custom lines.
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Check margin and approvals
Review cost, selling price, margin, deposit plan, terms, and expiration. Submit internal approval when amount, discount, or margin crosses policy.
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Preview the document
Check names, site, quantities, totals, terms, signature areas, and mobile readability before sending.
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Send and schedule follow-up
Send the approved version through the supported customer channel, record delivery, and assign a follow-up date.
Check your work
Do not call the workflow complete until these statements are true.
- The total matches the intended selling price
- Required approval is complete
- The customer received the correct version and follow-up is assigned
If something does not look right
Pricing changed after sending
Save a revised version, explain the change, and resend it. Keep the accepted history clear.
The customer wants choices
Present separate options with their own scope and price; avoid one total that hides what will be performed.