Project ID
Project name, address, and client contact information for identification and invoice routing; include purchase order if available.
A precise proposal reduces scope disputes, clarifies materials and warranties, supports permit review, and sets payment milestones. It makes bid comparisons accurate and helps manage subcontractor scheduling and on-site safety requirements while documenting owner expectations and contractor responsibilities.
Typical preparers and reviewers include both contract and owner-side roles responsible for project delivery.
Each role uses the proposal for different decisions: pricing, scheduling, compliance, or acceptance.
Project name, address, and client contact information for identification and invoice routing; include purchase order if available.
Detailed description of joints, surfaces, preparatory work (cleaning, removal), and areas included or expressly excluded from the bid.
Specify sealant brand, product code, color, backing material, primers, and manufacturer installation instructions to avoid substitution disputes.
Itemize unit prices, line-item quantities, and a clear total; state whether prices include mobilization, disposal, taxes, and permits.
Provide start and completion dates, key milestones, lead times for materials, and sequencing relative to other trades.
Payment terms, change-order procedures, warranty period and coverage, cure period, and remedies for defective work.
| Field | Configuration |
|---|---|
| Template Setup | Lock non-editable sections to prevent changes. |
| Signer Roles | Define primary signers and approvers in order. |
| Authentication | Email link or SMS code per signer. |
| Reminders | Automatic reminders and expiry settings. |
Ensure the signing platform supports your file formats, integrates with your systems, and records an audit trail before e-submission.
A school district issued a concise scope covering window and sill joints
A mall owner required phased work to remain open during business hours
Date proposal is delivered to client
Client typically has 7–14 days to respond
Allow time for local permitting and inspections
Confirmed after permits and site access are secured
Usually starts on substantial completion
The owner's project manager typically has authority to approve scope, release payment, and sign acceptance forms after verification of work and invoices. Their signature confirms acceptance and typically triggers payment milestones under the proposal terms.
A contractor's authorized representative—estimator, operations manager, or company officer—must sign to bind the contractor to pricing, schedule, and warranty obligations under the proposal.