Quick Start (2 minutes)
- Fill in the Proposal Title, Client, Address, Date, and optional Tax %.
- In each section, type your Description, Qty, Unit, Material Cost/Unit, Labor Rate, and Unit Mh.
- Calculated cells (Total Material, Total Mh, Total Labor, Line Total) update automatically and are read-only.
- Need more lines? Click + Line inside a section. Totals update as you type.
- At the bottom, set your Overhead % and Profit % to match company pricing. Contract Price will update instantly.
- Use the top buttons: Print/Save PDF, Export CSV, or Email Summary.
Column Cheat Sheet
- Material Cost / Unit: cost per EA / LF / HR / LOT, etc.
- Total Material = Qty × Material Cost/Unit.
- Unit Mh: labor hours per unit.
- Total Mh = Qty × Unit Mh.
- Total Labor = Total Mh × Labor Rate ($/hr).
- Line Total = Total Material + Total Labor.
Saving, Printing, Emailing
- Autosave: Your inputs save in the browser automatically. Closing the tab won’t lose work on the same device.
- Print / Save PDF: Uses your browser’s print dialog with clean formatting.
- Export CSV: Downloads a spreadsheet of all line items and header info.
- Email Summary: Opens your mail app with a formatted text summary (no server required).
Overhead / Profit & Footer Math
- SUBTOTAL = sum of all section Line Totals.
- OVERHEAD = SUBTOTAL × Overhead %.
- PROFIT = (SUBTOTAL + OVERHEAD) × Profit %.
- PRE-TAX = SUBTOTAL + OVERHEAD + PROFIT.
- TAX = PRE-TAX × Sales Tax % (from header).
- CONTRACT PRICE = PRE-TAX + TAX.
Common Mistakes & Quick Fixes
- Totals not changing? Make sure Qty, Material Cost/Unit, Labor Rate, and Unit Mh are numbers (no $ signs).
- Wrong units? Use clear units like EA, LF, HR, LOT.
- Overhead/Profit blank? Enter your company’s standard % in the footer to get the correct Contract Price.
- Need more rows? Hit + Line inside the section you’re working in.
- Start fresh? Use Clear All to wipe local data clean.
Tips for Clean Proposals
- Keep the Scope/Narrative client-facing: inclusions, exclusions, assumptions, and schedule.
- Group items by section (Wire & Conduit, Switchgear, Lighting, etc.) for faster review and approval.
- Use Export CSV to hand off quantities/pricing to accounting or PMs.
This prints above the line-item tables. Calculated table cells are read-only.
SUB TOTAL (All Sections)
$0.00
OVERHEAD %
%
$0.00
PROFIT %
%
$0.00
PRE-TAX TOTAL
$0.00
TAX %
$0.00
PROPOSED CONTRACT PRICE
$0.00