Contractor proposal workflow checklist

Reusable contractor workflow template

Scope: ______________________________
Options: ______________________________
Review: ______________________________
Approval: ______________________________
Next step: ______________________________

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.

Guide: https://homevisions.ai/resources/proposal-workflow-checklist