To begin formatting the raw worksheet data of a Lead Proposal, click the Format tab located within a Lead Proposal.

At the top of the page, you can add a Title and set an Approval Deadline. The More Details drop down located at the top will allow you to add Introductory and Closing Text, as well as Add Attachments. Typically an introduction to your company, as well as terms and conditions, inclusions/exclusions, and draw schedule; the Introductory and Closing Text will be your important contractual verbiage.

At the bottom of the More Details drop down, you are able to add any Attachments to the proposal.

Next, you will be able to select what information you would like displayed to your customer. Whatever selections are made here will be displayed to your customer once the proposal has been released.

Cost = Builder Cost.

Price = Customer Price

  • Cost Code (Code used to detail cost)

  • Item Title (Title associated with the line item)

  • Cost Type (Type of Cost for the line item)

  • Description (Description of the line item)

  • Quantity/Unit (Amount and unit type of the line item)

  • Unit Cost (Cost of each unit)

  • Builder Total Cost (Total cost for the Builder)

  • Markup (Amount or Percentage)

  • Markup Amount (Amount of markup on the line item)

  • Unit Price (Price per unit)

  • Price (Price of the line item)

  • Total Price (Total price of the contract - Builder Cost + Markup)

  • Category Price (Price of each category)

  • Total Cost (Total cost of the contract - Builder Cost)

  • Total Markup (Total markup amount of the contract)

Next, you'll be able to manage the layout of your line items. Categories can be created within this grid. Categories will allow you to create more structure for your customer facing display.

If you are using categories to organize your customer facing display, you can use the grab icons to the left of each line item to drag the item to a category. Note: Grab icons do not appear until you hover your mouse over the line item.

This can be done in mass, as well, using Checked Actions.

Once items are assigned and the What to Display has been selected, navigate to the Preview tab.

Here, you are able to see the content and display of your contract before you release it to your customer for approval.

Interested in Learning More? 📚

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If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

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