Docs · Workflow
Proposal editor
The proposal is the artifact your customer sees. We treat it like a deliverable, not a 'report download'.
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Section blocks
- Cover letter (project name, addressee, signature)
- Scope of work (auto-populated from takeoff CSI summary)
- Schedule (gantt-style summary with milestones)
- Pricing (markup waterfall with editable line items)
- Exclusions (template + project-specific overrides)
- Terms & conditions (org boilerplate)
- Signature block
- Custom (free-form for owner-specific addenda)
Brand-aware
Logo, primary color, header/footer text — all driven by Settings → Branding. White-label flips the cover and footer to your identity in one toggle.