Proposal Creation & Submission for Flooring

This Proposal Creation & Submission process helps flooring contractors deliver clear, professional bids to clients. It includes documenting square footage, flooring type, material costs, installation labor, and timeline. By standardizing proposals, contractors reduce mistakes, increase efficiency, and provide consistent communication. Clients appreciate the transparency and clarity, while contractors benefit from higher close rates and stronger profitability. The process helps sales teams respond faster and maintain consistency across all proposals. With this system in place, flooring businesses can strengthen their reputation, win more projects, and create predictable, scalable growth through improved client trust and professional presentation.

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