Turn qualified scope into a proposal clients can act on.
ProBuilder OS connects the lead, detailed scope, one estimator-set project price, custom payment schedule, proposal status, and production handoff. The client receives a polished proposal while the contractor preserves the commercial record behind it.
Write detailed scope, inclusions, exclusions, and clarifications
Set one exact price and a payment schedule that reconciles to it
Bind authenticated acceptance and a signed receipt to the exact issued version
Proposal workspaceMorgan detached ADU
Sample workspaceDraft proposal
PROP-2026-024 · Draft
Print / PDFEmail proposal
SR
Summit ResidentialResidential design-build contractor · Sample company
Project proposal$945,000Valid through August 29, 2026
Prepared forElena Morgan88 Selby Lane · Atherton, CA
Project600 sq ft detached ADU · Design-buildPrepared July 30, 2026 · Maya Chen
01 · Project understandingDetailed scope of work
Provide project coordination and complete construction of the detached ADU described in the approved project documents, including site preparation, building systems, finishes, inspections, and closeout.
The document should be clear without exposing internal pricing logic.
A strong construction proposal explains what the contractor understands, what work is included, the exact price, when payment is due, what is excluded, and what happens next. It should support the sale and create a reliable project baseline without pretending to replace the final construction agreement.
01
Scope earns confidence
Give the client a readable project understanding and detailed scope instead of a thin total attached to a generic template.
02
Commercial terms stay intentional
Enter the exact total proposal price and build custom payment entries that add up to that total.
03
Approval creates a real gate
Keep proposal state and revisions visible, then require an approved, balanced proposal before converting the lead into a project.
Connected capabilities
Everything important stays attached to the work.
Use focused workflows for each responsibility without creating another isolated source of truth.
01
Lead-connected proposal
Begin with the client, contact, property, project type, budget context, and assigned salesperson already attached.
02
Detailed scope structure
Separate project understanding, scope of work, inclusions, exclusions, clarifications, and next-step language. Selected eligible Pro and Business workspaces in the controlled rollout may begin with an optional AI-assisted draft that requires contractor review.
03
One total project price
Present the exact price selected by the estimator without exposing internal cost, overhead, contingency, or margin calculations.
04
Custom payment schedule
Name, price, and describe each payment entry; validation requires every entry to equal the proposal total together.
05
Secure issue and acceptance
Issue a complete proposal for the linked client. ProBuilder OS freezes and hash-binds that exact version, records authenticated electronic acceptance, and provides a downloadable signed receipt.
06
Controlled revisions
Track proposal status and create review-required revisions while preserving the original record and approval history.
Proposal workflow
Define, review, present, and hand off the approved baseline.
The proposal stays connected to the opportunity and becomes a required commercial input to the project rather than an abandoned PDF.
Use the existing client, property, project, budget, assignment, activity, and discovery context.
2
Author the complete proposal
Write the client-facing scope, enter one exact total, create the payment schedule, and define all boundaries.
3
Issue for secure review
Issue only a complete draft. The client reviews the frozen version through a verified account, accepts the disclosed electronic-record terms, and receives a signed receipt. Superseded or expired versions cannot be accepted.
4
Convert from the approved record
Use the approved total and exact payment schedule as required inputs to the new project handoff.
The operating difference
Move from generic PDFs to a connected commercial record.
Before
Work gets reconstructed.
Scope copied from old documents
Total price explained in a separate email
Payment terms rebuilt for every client
Production starts from a different baseline
With ProBuilder OS
The record moves with the job.
Lead and proposal context remain connected
Detailed scope and one exact price together
Flexible terms validated against the total
Approved value and schedule carried into the project
Product rollout clarity
See what works now—and what is coming next.
Start with the connected workflows available today. Planned capabilities stay labeled clearly while ProBuilder OS continues to expand.
Available in the current product
Detailed scope and project understanding
One estimator-set total project price
Custom payment schedule validation
Draft, sent, approved, rejected, and expired states
Optional AI-assisted scope drafts for selected eligible Pro and Business workspaces in a controlled rollout
Secure hosted client review, exact-version acceptance, and signed receipts
Coming next
Reusable scope libraries and assemblies
Vendor quote comparison
Accounting and supplier integrations
Questions, answered
What contractors should know.
What should a construction proposal include?
A construction proposal commonly includes contractor and client information, project understanding, detailed scope, inclusions, exclusions, clarifications, one clear total price, payment schedule, anticipated timing, validity, and a proposal acceptance section. A final construction agreement may require additional terms and legal review.
Does ProBuilder OS calculate the project price?
No. The estimator enters the exact total after completing the company's internal pricing work. A separate limited takeoff pilot can suggest selected plan counts for contractor review, but it does not calculate labor, material costs, or the proposal price. ProBuilder OS then structures the client-facing scope, payment terms, status, document, and handoff.
Can I control the payment schedule?
Yes. Add, remove, name, price, and describe payment entries for the way your company intends to bill. The entries must add up exactly to the proposal total before approval and project conversion.
Is proposal acceptance the construction agreement?
No. ProBuilder OS records authenticated acceptance of the exact issued proposal and provides a signed receipt. The disclosed acceptance requests preparation of a separate construction agreement; it does not authorize construction, require payment by itself, or replace a complete construction agreement or project-specific legal review.