Proposal Creation & Submission for Masonry

This Proposal Creation & Submission workflow provides masonry contractors with a reliable way to prepare detailed, professional bids. It covers documenting scope, material requirements, labor hours, and timelines, then packaging them into a clear, consistent format. By following this process, contractors reduce errors, improve client communication, and present a professional image. Clients appreciate transparency and accuracy, while sales teams gain efficiency and stronger conversion rates. Standardized proposals also help masonry businesses set realistic expectations and avoid disputes later. With this system in place, contractors can protect profitability, strengthen credibility, and grow their business by consistently winning more projects.

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