Clear scope language
Carry reviewed package scope into the offer rather than rebuilding it from memory.
Customer Proposals
Create proposals
your clients can understand.
Turn reviewed scope and pricing into a clear commercial offer. Keep what is included, what is excluded, and the basis of the proposal consistent with the estimate behind it.
In development · Discuss the current fit
Customer-facing scope
Connected estimate
Controlled publication
A clearer way to build
A professional proposal starts with a clear scope.
The plans.
The basis.
The bid.
1. Review the Estimate
Start with the scope and price you are prepared to offer.
2. Make Scope Clear
Keep inclusions, allowances, and exclusions understandable.
3. Resolve Open Items
Review the decisions that can materially change the offer.
4. Approve Publication
Use the controlled publication boundary for customer-facing work.
5. Retain the Revision
Keep the exact published offer and its estimate basis.
A closer look
A better way
to present the work.
The customer needs a clear scope and price. Your team needs the supporting estimate. True to Plan keeps that relationship intact while customer-facing views keep internal costs and private evidence out of the offer.
The details that matter
More clarity at each step.
The source, the working answer, and your decisions belong together.
Visible commercial terms
Keep allowances, exclusions, and other offer terms with the proposal.
Customer-safe presentation
Keep internal cost detail and private evidence under the proper visibility boundary.
A retained offer
Preserve the published revision and the estimate that supports it.
Your work. Your judgment.
Know what supports the bid.
Know what still needs a decision.
Automation should help you understand the work. Evidence, unresolved questions, and contractor control remain part of the process.
How the workflow connectsBuilt around the way you work
Bring a clearer plan
to your next bid.
Tell us about your projects and estimating process. We'll discuss the current product, fit, and access.
Let's talk about your work
In development · Early access by invitation