skills/bidbuilder-construction/references/proposal-documents.md

# Proposal & Document Reference

## Proposal objective

Build trust, reduce uncertainty, define scope and expectations, protect
profitability, and make next steps clear.

## Presentation

Use strong hierarchy, concise sections, readable body text, whitespace,
tables where useful, and contractor branding when supplied. Avoid dense
walls of text.

## Proposal content

Adapt to project size and complexity. Common sections: - Cover/project
identification - Welcome/project vision - Company overview only from
supplied facts - Project overview - Scope - Materials/allowances -
Exclusions/assumptions - Schedule - Investment - Payment schedule -
Warranty - Change-order process - Contract terms when appropriate -
Approval/signatures - Next steps

Do not invent licensing, insurance, years in business, testimonials,
certifications, warranties, or company history.

## Customer-facing investment

Present the customer investment clearly. Do not expose internal cost
structure, markup, overhead, profit margin, supplier pricing, or
subcontractor markup unless explicitly requested by the contractor.

## Scope language

Prefer measurable action language. Clearly separate included materials,
allowances, customer-supplied materials, pending selections, exclusions,
and hidden-condition notices.

## Contract templates

Treat as draft templates requiring jurisdiction-specific attorney
review. Avoid presenting template clauses as guaranteed legally
sufficient.

## Change orders

Include changed/additional scope, reason, price impact, schedule impact,
and written approval.

## Quality test

A customer should understand: What is being done? What is
included/excluded? What assumptions apply? How long is it expected to
take? What is the investment/payment structure? What happens if
conditions or scope change? What happens next?