Assemble
Pull approved pricing, scope, inclusions, exclusions, alternates, qualifications, and supporting documents.
All 20 solutions
System 05 · Preconstruction
Proposal Generation & Follow-Up
Get professional proposals out faster—and keep them from going cold.
Transforms approved estimates into consistent proposals and manages follow-up until the opportunity is won, lost, delayed, or rebid.
The operational problem
Why this system exists.
Even a correct estimate loses value when the proposal is late, inconsistent, missing qualifications, or never followed up. Estimators often recreate the same scope language, exclusions, alternates, and attachments while live bids go cold because ownership and follow-up timing are unclear.
What you are buying
A functioning operating system—not a prompt, chatbot, or generic workflow.
The system converts an approved estimate and scope package into a controlled proposal using the contractor's templates and commercial rules. After approval, it records delivery, schedules professional follow-up, captures GC feedback, and keeps the opportunity active until there is a defined disposition.
BUILT FOR
Estimators producing proposals manually and relying on memory or spreadsheets to follow up with multiple general contractors.
How it works
From raw project information to controlled action.
The exact integration changes by contractor. The operating sequence and accountability do not.
Generate
Create a consistent proposal in the contractor's format with project-specific content and version control.
Approve and send
Route the draft through the required commercial approval before release.
Manage pursuit
Schedule follow-ups, capture feedback, track revisions, and close the loop as won, lost, delayed, or rebid.
System inputs
What it monitors and reads.
Approved estimateScope reviewProposal templatesCommercial qualificationsGC contactsFollow-up rules
Operational deliverables
What your team actually receives.
Complete proposal packageVersion historyApproval recordFollow-up sequenceResponse logWin/loss disposition
Business outcome
Faster proposal turnaround and higher follow-up consistency without manual chasing.
Performance is measured
This implementation is managed against operating indicators—not whether the automation merely runs.
- Estimate-to-proposal time
- Follow-up completion
- Proposal response rate
- Win rate
Commercial structure
$15,000 implementation. $2,500/mo ongoing management.
Implementation covers discovery, system architecture, configuration, integration, testing, controlled rollout, and team adoption for the agreed scope. Ongoing management covers monitoring, exception handling, optimization, reporting, and operational support.
$10,000 operations assessment
Find the most expensive gap first.
We analyze your current operation, quantify revenue leakage and administrative drag, then build a custom implementation roadmap. The assessment fee may be credited toward a larger implementation.
See the assessmentNo generic AI pitch. We start with the costliest operational problem.