Proposals / Built for subcontractors

Your templates. Your proposal. Ready to send.

Start with reusable scope templates and standard proposal language. Add the job details and pricing, review the PDF and email it directly from PM4Subs. Need a correction? Update and resend, even from your phone.

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PROPOSAL

From template to sent

Scope templatesReusable
Inclusions & exclusionsSelected
Proposal PDFReview & email
Saved revisionsResend
Need a correction? Revise and resend.

Illustrative workflow

Keep your best wording. Stop starting every bid from scratch.

Your proposal is more than a price. It is the scope you are committing to, the exclusions that matter and the terms your company works by. Rebuilding the same wording in a separate document, then switching to email for every correction, adds work before the job even starts.

How the workflow works

01

Start with what your company already knows

Choose from reusable scope templates, standard inclusions and exclusions, and company-default terms. Select what belongs in this bid rather than copying an old proposal and hoping every detail gets changed.

02

Make it specific to this job

Adjust the scope, pricing and terms for the actual work. Keep plans, specifications and supporting documents with the proposal, then review the finished PDF before it goes out.

03

Email it. Correct it. Send it again.

Email the proposal PDF directly from PM4Subs. If something changes, make the correction, review it and send an updated revision. You can also resend a saved revision. A quick correction and resend can be handled from your phone browser without returning to your desk.

04

Move the award forward

When the proposal becomes a project, review the available information and the prefilled launch responsibilities. Correct what has changed and assign the next steps before the handoff.

Put the workflow to work

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.

Read the proposal checklist
KEEP THE JOB MOVINGNext: Project launch

A few good questions

Before you bring
the team on board.

Is this just a bid-tracking board?

No. PM4Subs includes proposal preparation as well as tracking. You can organize the scope, exclusions, terms, pricing and supporting documents, then preview and send the proposal.

Can we reuse our own proposal templates?

Yes. Build a company library of scope templates, choose the items that apply to a bid and tailor the proposal to the job. Standard inclusions and exclusions and company-default terms help you reuse the wording you need without starting from a blank document.

Can we email a proposal without leaving PM4Subs?

Yes. Review the proposal and email the PDF directly from PM4Subs using your configured sending account. The send workflow can create a PDF revision from the current proposal or resend a saved revision.

Can I correct and resend a proposal from my phone?

Yes. Open the proposal in your phone browser, make the correction, review it and email the updated PDF from PM4Subs. This is a way to handle office work while away from your desk, not a replacement for the separate Time4Subs / Forward Command field app.

What happens when we win the job?

The award workflow lets your team review project information and launch tasks before moving the work into a project. Company defaults help prefill responsibilities; the person launching the job can change them.

Do I have to know every detail before the project starts?

No. Review what is known and make the missing information visible. A missing site address needs follow-up because field location and GPS workflows depend on usable location information.

Your next job is a good place to start

Bring your workflow.
We'll show you where it fits.

$200/month for 4 seats during beta. Request access for a conversation about your company and your jobs.

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Let's get your team connected.

$200/month for 4 seats during beta.
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