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Proposal Center · Core workflow

Create Reusable Scope and Pricing Templates

Save proven line items, scope language, timelines and payment structure as a reusable proposal template without losing project flexibility.

8 minutes5 stepsVisual + written guide

BEFORE YOU START

  • At least one valid proposal draft
  • Completed scope and timeline
  • Milestones totaling 100%

WHAT THIS IMPROVES

  • Faster repeat proposals
  • Consistent terms and scope
  • Fewer missing fields
Open Proposal Center demo

WRITTEN WALKTHROUGH

Complete the workflow step by step.

01

Build a complete reference proposal

Add the repeatable equipment, labor, scope, exclusions, timeline and standard payment structure.

Why this mattersThe saved template should represent a strong reusable starting point rather than an incomplete draft.
PROPOSAL CENTER
AccountCompany profileCreate proposal from plan
TOOL SHOWNConnected workflowCreate proposal from plan
PropertiesLabelQuantityNotesStatus
Connected workflowThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
02

Remove customer-specific language

Replace names, addresses and unique site conditions with reusable wording or clearly marked assumptions.

Why this mattersTemplates should not carry one customer’s private or project-specific information into another proposal.
PROPOSAL CENTER
AccountCompany profileSave customer record
TOOL SHOWNCustomer & projectSave customer record
PropertiesLabelQuantityNotesStatus
Customer & projectThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
03

Verify milestone allocation

Confirm deposit, progress and final percentages total exactly 100%. A valid 50% authorization, 0% progress and 50% final schedule is accepted.

Why this mattersThe server preserves explicit zero percentages and rejects only incomplete or overallocated schedules.
PROPOSAL CENTER
AccountCompany profileConfirm 100% allocated
TOOL SHOWNPayment milestonesConfirm 100% allocated
PropertiesLabelQuantityNotesStatus
Payment milestonesThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
04

Name and save the template

Enter a descriptive template name and choose Save Scope + Pricing as Template.

Why this mattersIf information is missing, the exact reason appears directly beneath the button so it can be corrected without searching the page.
PROPOSAL CENTER
AccountCompany profileSave draft
TOOL SHOWNWorkspace actionsSave draft
PropertiesLabelQuantityNotesStatus
Workspace actionsThe pointer identifies the exact control used in this step; the explanation stays outside the working area.
05

Create a test proposal

Open a new draft, apply the template and update quantities, customer data and project-specific scope.

Why this mattersTemplates accelerate the workflow while every generated proposal remains editable.
PROPOSAL CENTER
AccountCompany profileCreate proposal from plan
TOOL SHOWNConnected workflowCreate proposal from plan
PropertiesLabelQuantityNotesStatus
Connected workflowThe pointer identifies the exact control used in this step; the explanation stays outside the working area.

COMPLETION CHECK

Confirm the result before moving on.

  • No previous-customer data remains
  • Line items contain descriptions
  • Scope and timeline are complete
  • Milestones show 100% allocated
  • Success message appears beneath the save action

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