Tidyby Automated Construction
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Docs Features

Proposals

Build a branded proposal from your budget with line items, alternates, tax, terms and revisions, then send each client their own copy.

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The proposal is what your client sees: a branded PDF (also Word and Excel) with line items, alternates, totals with tax, terms, inclusions and exclusions. A project can have several proposals, and each one is a chain of numbered revisions, so you always know exactly what was sent.

Where to find it

  • Sidebar: Proposals (under Bidding).
  • On a bid: the Proposal tab.
  • From a budget: Send to proposal.

Build in order

The editor walks you through Project, Dates, Line items, Send.

  1. Project: location, assignee, bid due date, clients and the contact at each client.
  2. Dates and document settings: Proposal date, Valid until, and Display mode (Itemized shows each cost bucket, Lump sum shows one price per line).
  3. Budget source: pick the budget. With Keep in sync on, lines follow the budget while the revision is a draft. Lines you add by hand are never touched.
  4. Line items: drag to reorder. Each line has a scope category (grouped by CSI division, with Browse CSI MasterFormat for the full list), quantity, amounts and description bullets. Tag a line Alternate or Optional to price it outside the base total.
  5. Totals: subtotal, each tax line and the total.
  6. Terms, inclusions and exclusions: copied from your company defaults, and editable.
  7. Send: opens the Submit dialog with the PDF attached. Tidy tells you what is missing first, such as a client contact with no email.

A live preview on the right updates as you type and shows a DRAFT watermark until the revision is sent. Download gives you PDF, Excel or Word.

Several clients

One proposal serves every client on the project. Each client gets a copy addressed to them. The preview has an Addressed to picker.

Revisions

A sent revision is locked. Revise copies it forward as the next revision (Rev 1, Rev 2 and so on). Compare shows two revisions line by line, and Restore as Rev N brings an older one forward.

Status is worked out for you: Draft, Sent, Expired (past its valid-until date), Won or Lost.

Company defaults

Admins set defaults in Admin > Settings > Proposal: Categories, Units, Pricing & tax, Estimating, Terms, Email templates, PDF Branding and company Documents (licenses, insurance) to attach.

What it does not do yet

There is no e-signature, online accept link or client portal. Clients get the PDF by email.

What the agent can do

The agent can create and edit proposals, add and change lines, revise, compare and restore revisions, and push budget assemblies to a draft. Sending always opens the final review in your browser for a person to click send.