Proposal Creation & Submission for Concrete
This Proposal Creation & Submission workflow helps concrete contractors prepare accurate and detailed bids for potential projects. It includes documenting project type, square footage, reinforcement needs, material quantities, and scheduling requirements. By standardizing proposals, contractors improve accuracy, reduce miscommunication, and deliver consistent, professional documents. Sales teams benefit from efficiency and reliability, while clients gain confidence from transparent pricing and scope clarity. This process helps contractors close more deals, protect profitability, and create predictable workflows. With a structured proposal system in place, concrete companies can showcase professionalism, win more business, and maintain long-term client relationships built on trust.
Review lead information and project scope
Confirm any missing details with the client (budget, timeline, special requirements)
Gather material and labor cost estimates
Identify any subcontractor or vendor pricing needed
Draft the proposal document (scope of work, pricing, terms)
Include any required licenses, insurance, or company credentials
Add timeline estimates and payment schedule
Double-check numbers, scope, and formatting for accuracy
Have proposal internally reviewed, if needed
Send proposal to client (email, portal, or in-person delivery)
Confirm client received and understood the proposal
Track status (sent, reviewed, accepted, declined)
Follow up within a set timeframe if no response
Update CRM or tracking system with proposal outcome
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