Pick one from each row. This sets your markup target (over cost) for the territory.

Enter material quantities and labor for each line. Switch any labor line between man-days (MD) and square-foot (SF) pricing.

Convert the estimate into co-op line items. Every dollar of the internal estimate must be accounted for in these lines — they become the client proposal AND the billing line items for this job.

Check the terms that apply to this proposal. Standard ones are pre-checked. You can edit any wording, add your own, and save new ones to the shared library for next time.

Roll up the detailed estimate into the scope lines the client actually sees. Each group gets a custom label and auto-sums the estimate lines you put in it — override the price if you want a round number. Start from the suggested groups or build your own.

Your quoted estimate. Generate a branded proposal PDF — each one is versioned and saved to this project's log.

A note for the field crew about this scope — access, staging, sequencing, anything they should know. This is internal: it never appears on the client proposal, and it can be edited any time.

These go into the shared Project Contacts bank — admin, finance, and ops draw from the same list later. Check "show on proposal" on a contact to print it as an Attn line on the client proposal. The site address is where the work happens; it drives the field job sheet and POs.

Add an optional label for this version (e.g. "revised after walkthrough"). Each proposal is auto-numbered v1, v2, v3… and logged — nothing is overwritten.