Proposal Creation & Submission for Landscaping

This Proposal Creation & Submission workflow provides landscaping contractors with a structured method for preparing professional bids. It covers capturing project scope, property size, materials, labor, and timeline details. By standardizing proposals, contractors improve accuracy, reduce miscommunication, and create a polished, professional client experience. Clients benefit from clear expectations and transparent pricing, while sales teams gain efficiency and faster turnaround times. This process helps landscaping businesses increase close rates, build stronger client relationships, and protect profitability. With a reliable proposal system in place, companies can showcase professionalism, win more contracts, and scale operations with consistency and confidence.

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