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What’s in a proposal

Every page, in the order a client reads them.

A proposal is a set of pages. Some are about this job and change every time; some are about your company and stay the same until you change them; some are pages you keep and reuse. Every one of them can be reworded, reordered, or left out entirely on any single proposal.

  1. Cover

    The first thing they see: your name and license, the job, and a photo or two of work like it.

    Filled by
    Your company · This job
    Change it
    Company → The basics
    the cover's own photo picker, in the editor
  2. A note from us

    A letter in your voice, before any numbers — who you are and why this job is worth doing well.

    Filled by
    A page you keep
    Change it
    Library → your note page
  3. About us

    Who you are, what you do, and where — your website's own words, so a client knows the company before the numbers.

    Filled by
    A page you keep
    Change it
    Library → your About us page
  4. Your project

    The job played back in plain words, so they can check you heard them right.

    Filled by
    This job
    Change it
    the editor — it's written from this job's scope
  5. Why clients choose us

    The handful of reasons you win work, stated once and reused.

    Filled by
    A page you keep
    Change it
    Library → your value page
  6. Scope of work

    The work itself: priced groups and the lines inside them. The backbone of the document.

    Filled by
    This job
    Change it
    the editor — every price is yours to set
  7. Your investment

    The money page: the total, anything that adds or takes off, and when payments come due.

    Filled by
    This job · Your company
    Change it
    the editor
    Company → Your words, for how billing and allowances work
  8. Allowances

    Material budgets on their own page, each with its own number — only on jobs that carry them.

    Filled by
    This job · Your company
    Change it
    the editor
    Company → Your words, for how allowances work
  9. What to expect

    What happens when — first call to final handoff, so nobody is guessing.

    Filled by
    A page you keep
    Change it
    Library → your process page
  10. Recent work

    Finished jobs like this one, photos first.

    Filled by
    Your company · A page you keep
    Change it
    Company → Your proof, for the photos
    Library → your recent-work page, if you keep one
  11. The people behind your project

    The people who show up — names, faces, and who to call.

    Filled by
    Your company
    Change it
    Company → Your proof
  12. In their words

    Other people's words about your work, which carry further than your own.

    Filled by
    A page you keep
    Change it
    Library → Quotes
    Library → your quotes page
  13. The fine print

    Payment terms, your warranty, what isn't included, and the rest of the fine print.

    Filled by
    Your company
    Change it
    Company → Your words
  14. Getting started

    What to do if they want to go ahead — the close, and how to reach you.

    Filled by
    A page you keep
    Change it
    Library → your getting-started page

Not every page has a fixed job. The blank pages are yours to name: a Project story (a photo, a few facts, the story in your words) for a past project worth showing, a Written page for anything the standard pages don’t say, and a Photo page for a before-and-after. Add as many as you like; save the ones you’ll use again.

Not every proposal carries every page — your template decides which ones a new proposal starts with, and you can add or drop any of them as you go. A page you leave out is hidden, not deleted; it comes back whenever you want it.