Free Resource

The Contractor Proposal Checklist

Every item the top-earning contractors check before sending a quote. Use this to win more jobs, protect yourself legally, and get paid on time.

Before You Send

  • Confirm the scope of work in writing
  • Break down materials vs. labour costs
  • Include start date and estimated completion
  • Specify payment terms (deposit, milestones, final)
  • Add permit requirements if applicable

Your Proposal Document

  • Professional header with your logo and contact info
  • Client name and project address
  • Itemized line-by-line cost breakdown
  • Clear exclusions section (what's NOT included)
  • Warranty or guarantee terms

Legal & Protection

  • Signature line with date for both parties
  • Change-order clause (any scope changes require written approval)
  • Liability and insurance details
  • Lien waiver process (if applicable in your state/province)
  • Dispute resolution process

Follow-Up

  • Send within 24 hours of site visit
  • Follow up if no response in 48–72 hours
  • Save accepted proposals for future reference
  • Track win/loss ratio by job type

Get more free contractor resources

We send actionable tips on proposals, pricing, and growing your contracting business. No spam.

Stop writing proposals by hand

Propovio generates professional proposals in 60 seconds. Free to start, no credit card required.

Try Propovio free