Feel free to enter an email address in any of the fields - they're not restricted in what you can enter.
- The date of your proposal
- The name of the project and it's location
- The date and page number(s) of the plans and specs that you used to do your takeoff and bid
- A field to enter a company name or person's name or if you're bidding to several entities you could enter something like "Multiple".
A benefit of doing that when you're a subcontractor bidding to several general/direct contractors is that your regular GC's/DC's see that you don't just sit around on your laurels waiting for them to call you with work (kinda 'ups' your perceived value a bit). ;)- Your customer's phone and fax numbers as well as their address, city, state, and zip.
If you're bidding to multiple entities and you choose to keep the proposal form 'generic' (as mentioned in the 'Multiple' section above) then it may be easiest to leave the phone numbers, fax numbers, etc. blank.
If you decide to put each GC/DC's name on the proposal form then you'll fill in the rest of the fields with their phone/fax/address.
And then obviously if you're bidding to just one entity you'll enter their information.
There are no restrictions which makes it perfect for all trades.
- If you want to write it up in a line item format you're able to…
Item #1 $100.00 Item #2 $200.00 Item #3 $300.00 - If you'd rather write it up as paragraphs you're able to…
"Due to rot the entire porch must be removed and replaced resulting in an extra charge." $8.000.00 Due to same rot replace the outside stairs. $2,000.00 - If you wish to combine the two methods above, or use a completely different layout, you're able to…
The Style #2 and Style #5 forms contain the following:"All material is guaranteed to be as specified. All work to be completed in a substantial workmanlike manner according to specifications submitted, per standard practices. Any alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra charge over and above the estimate. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our workers are fully covered by Workmen’s Compensation Insurance. If either party commences legal action to enforce its rights pursuant to this agreement, the prevailing party in said legal action shall be entitled to recover its reasonable attorney’s fees and costs of litigation relating to said legal action, as determined by a court of competent jurisdiction."
The Style #3 and Style #6 forms are blank in that area so that you can enter the specific legalese text that you'd like to be there (feel free to copy any and/or all of the above)."All material is guaranteed to be as specified. All work to be completed in a substantial workmanlike manner according to specifications submitted, per standard practices. Any alteration or deviation from above specifications involving extra costs will be executed only upon written orders, and will become an extra charge over and above the estimate. All agreements contingent upon strikes, accidents or delays beyond our control. Owner to carry fire, tornado and other necessary insurance. Our workers are fully covered by Workmen’s Compensation Insurance. Accounts overdue beyond 30 days of billing will be charged at an interest rate of _____ per annum. Customer is also liable for an additional _____% of unpaid balance plus incidental collections costs, including attorney fees. If either party commences legal action to enforce its rights pursuant to this agreement, the prevailing party in said legal action shall be entitled to recover its reasonable attorney’s fees and costs of litigation relating to said legal action, as determined by a court of competent jurisdiction."
![]() For contractors who ARE required to include a license # on their paperwork. Contains fully-editable standard terms and conditions. Includes both WORD and PDF versions. Preview: Proposal Form Save $$ on the BUNDLE - matching proposal and change order forms $27.00 | ![]() For contractors who ARE NOT required to include a license # on their paperwork. Contains fully-editable standard terms and conditions. Includes both WORD and PDF versions. Preview: Proposal Form Save $$ with the BUNDLED matching change order $27.00 |
![]() For contractors who ARE required to include a license # on their paperwork. Contains fully-editable standard terms and conditions with provision to charge interest. Includes both WORD and PDF versions. Preview: Proposal Form Save $$ with the BUNDLED matching change order $27.00 | ![]() For contractors who ARE NOT required to include a license # on their paperwork. Contains fully-editable standard terms and conditions with provision to charge interest. Includes both WORD and PDF versions. Preview: Proposal Form Save $$ with the BUNDLED matching change order $27.00 |
![]() For contractors who ARE required to include a license # on their paperwork. Contains a blank terms and conditions section so that you can enter your own (samples included). Includes both WORD and PDF versions. Preview: Proposal Form Save $$ with the BUNDLED matching change order $27.00 | ![]() For contractors who ARE NOT required to include a license # on their paperwork. Contains a blank terms and conditions section so that you can enter your own (samples included). Includes both WORD and PDF versions. Preview: Proposal Form Save $$ with the BUNDLED matching change order $27.00 |