About creating proposals

There are many ways to create proposals—from entering the cost codes or bid items manually, to selecting a list of cost codes or bid items in a Picklist, to importing a budget or file. Furthermore, you can export a takeoff to create a proposal by bid item or cost code.

While it is faster and easier to import a proposal, you can also build a proposal manually by entering the individual cost codes and amounts for each cost type, including the overhead and profit.