SOP Templates > Painting > Sales > Proposal Creation & Submission

Proposal Creation & Submission for Painting

This Proposal Creation & Submission process supports painting contractors by standardizing how estimates and bids are presented. It covers project details like surface preparation, materials, labor hours, and timelines, packaged into a clear, consistent proposal. By following this process, painting companies reduce errors, increase efficiency, and present a professional image to clients. The process improves communication by clarifying expectations upfront, reducing disputes later. Clients benefit from transparency and reliability, while contractors gain higher close rates and stronger profitability. With this system in place, painting businesses can respond quickly to leads, showcase their professionalism, and grow through consistent, predictable sales.

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