Proposals · Customer approval
Contractor proposal workflow checklist
Prepare clear scope, package options, approval steps and deposit handoffs with a practical contractor proposal checklist.
By the HomeVision team
Prepare one understandable scope
Confirm customer details and the project reference before assembling the proposal. Explain the work, relevant measurements, selected products, assumptions and exclusions in language the homeowner can follow.
When offering packages, show what changes between options. Keep differences in product, scope and terms visible instead of presenting unexplained totals. Include visuals or report context where they help the customer make a decision.
Give the customer a clear next step
Share the correct proposal version and explain how review and approval work. Make the contact path for questions easy to find. Track proposal activity in the sales workflow so the responsible rep can follow up with context.
Use follow-up to resolve a specific decision blocker: an unclear scope item, an option comparison or a scheduling question. Keep changes in the project record rather than allowing a separate message to become the only explanation of the agreed work.
Connect approval with the next workflow
After approval, identify the selected package and the next payment or scheduling step. Give office and production teams the accepted scope, relevant documentation and remaining decisions.
Keep payment status connected to the job record, while tracking the company’s own purchases and receipts in the expense workflow. This makes customer collections and job spending easier to follow without mixing their purposes.
Proposal readiness template
Demonstration example. Use the downloadable blank template for your own workflow.
- Scope
- Work included and exclusions
- Options
- Package differences and selected upgrades
- Review
- Responsible rep and open questions
- Approval
- Accepted version and selected package
- Next step
- Deposit, appointment or production handoff
Your reusable checklist
- Confirm customer, project and proposal version.
- Review scope, options, assumptions and exclusions.
- Attach relevant report context and visuals.
- Explain approval and question paths.
- Assign the next follow-up action.
- Hand approved scope to payment, scheduling and production.