Proposal Template

Your proposal document is sent to your customer and includes information about the job design and quote. What is included in this template can be customised to best suit your business by following the steps HERE.

All proposals however will included at least the minimum information listed below.

Job Details

Job details will be shown on a header throughout the proposal document.

This includes the proposal number, the date it was quoted, the customer’s name, the site address and customer contact details.

The proposal number consists of the job number and name followed by the quote number for the job (1st, 2nd, 3rd, etc.). This will easily allow you to determine what job a proposal refers to and whether or not it is the most up-to-date.

Building Details

This section will include main job information such as the building class and size, pitch, cladding, ridge type and any windows, doors or extras in the job design.

Quote and Valid Period

The quote including GST will be included in an obvious layout. Below this the date the quote expires will be listed. This date will depend on the quote valid period you have set in the system https://quotec.atlassian.net/wiki/pages/resumedraft.action?draftId=26673153.

3D Model of the Design

3D models of the design will be included from two different angles so that all four sides will be shown in the proposal.

A 2D Plan

Following your 3D models will be the 2D plans of the design displaying measurements and the design layout.

Terms and Conditions

At the end of the proposal document will be your terms and conditions. Quotec applies a default terms and conditions section to your proposals however this can be adjusted and customised to your own business and practices.