Proposal checklist
A proposal checklist for the work you actually bid.
A construction proposal should make clear which job you are bidding, what work your price includes, what it excludes and which documents support it. Before emailing the PDF, check the project details, scope, pricing, terms, revision and recipients together.
CHECK 01
Start with the right job and documents.
A reusable template is a starting point, not a substitute for checking the bid. Confirm which project, drawing set and specification information you are working from. Make unknown details visible instead of filling them with information from another job.
- Confirm the project name, customer and proposal number.
- Check the available site address; flag it for follow-up if it is not known.
- Identify the plans, specifications and addenda used to prepare the proposal.
- Keep the estimator connected to the proposal so questions have an owner.
CHECK 02
Reuse the wording. Review the scope.
Choose the scope-template items that belong in this bid. Then read the result as one proposal: standard language can be correct on its own and still conflict with a job-specific note elsewhere.
- Select the work you are actually proposing, not every item in the template.
- Check materials, areas and other job-specific details in the selected wording.
- Review inclusions and exclusions together for gaps or contradictions.
- Make unanswered scope questions and assumptions easy for the recipient to identify.
CHECK 03
Make the price match the proposal.
Review the base price and any alternates against the scope described in the document. Reused company terms still need a job-specific review. Get appropriate professional advice when contract language or obligations need interpretation.
- Verify the base bid and the treatment of each alternate.
- Check that scope changes are reflected in the price you intend to send.
- Review the applicable company terms and any job-specific changes.
- Check supporting information for references to outdated prices or scope.
CHECK 04
Review the actual PDF before emailing it.
The editable proposal and the PDF being sent are not always the same revision. Check the finished document, not just the data-entry screens. If you correct the proposal, send the updated revision rather than accidentally resending the previous PDF.
- Preview the PDF and read the scope, exclusions, price and terms.
- Check the intended PDF revision and any supporting documents.
- Verify the recipients, subject and message before sending.
- Keep the sent revision available for follow-up or a deliberate resend.
CHECK 05
When it is awarded, start the handoff.
The proposal should give the project team a useful starting point. At award, review what changed and assign the next responsibilities. Do not let missing information disappear just because the bid is now a project.
- Confirm the awarded scope and available job information.
- Assign budget, contract, insurance, samples and submittal responsibilities as needed.
- Review company-default task owners and adjust them for this job.
- Assign follow-up for missing information, including the site address needed for location-dependent field workflows.
How PM4Subs helps
Your templates. Your proposal. Ready to send.
PM4Subs brings reusable scope templates, standard inclusions and exclusions, company-default terms, PDF preview and direct email into the proposal workflow. You can send the current proposal as a new PDF revision or deliberately resend a saved revision. Outbound email requires a configured sending account.
Explore proposalsThis is a workflow checklist, not a complete list of requirements for every project. Follow the applicable project documents and submission instructions.