Working with 6-Project Management > 6-10 Unitary Proposals > About unitary proposals
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Creating unitary proposals

Deleting unitary proposals

About displaying a unitary proposal recap

Exporting unitary proposal files

Importing unitary proposal files

How change orders affect budgets and proposals and subcontracts

About file and link Attachments on records

About unitary proposals

The proposal is a document presented to a client, providing a breakdown of the contracted amount by bid item. There are two ways to create a unitary proposal: you can import a file, or you can create a proposal manually. After the proposal is completed, you can set it as the original. After negotiating the price with your client, you can edit the current proposal while retaining the original.

If it becomes necessary to adjust the selling price in a proposal, you enter the changes by issuing change orders. Change orders allow you to alter the selling price independent from the proposal itself.