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Estimates and proposals

Audience: Contractors · 5 min

Estimate builder​

Line items carry quantity, unit cost, and markup. Build from takeoff quantities or from the cost database, then review margin per line before sending anything.

Good/Better/Best​

Offer three tiers with explicit allowances. Owners choose a tier instead of shopping your number against a competitor. Each tier states what changes: finishes, allowances, schedule.

Export and sign​

Export the proposal as PDF, send the portal link, and collect the signature in the portal. Signed proposals lock scope, which makes change orders clean later.