Proposal Creation & Submission for Home Builder

This Proposal Creation & Submission process helps home builders and remodelers present clear, professional project proposals to prospective clients. It outlines how to gather scope details, prepare cost estimates, and structure proposals with timelines and specifications. By standardizing the format, builders reduce errors, set accurate expectations, and create consistency across their sales team. The process improves communication, builds client trust, and increases close rates by showcasing professionalism. With a clear submission system in place, home builders can respond faster, win more jobs, and maintain profitability while delivering a positive customer experience from the very first interaction.

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