Submit a Bid Proposal

Navigate to the company's Bid Board or Portfolio Planning tool.

Select the project.

If you did not yet create an estimate or need to review it, click the Estimate tab. See Add an Estimate.

Once the estimate is complete, click the Proposal tab.

Click Show Proposal.

Select what information you want to include in the relevant section of the proposal by turning toggles ON or OFF.

Optional: Click the Proposal Builder toggle ON to edit information directly in the proposal.

Optional: Under 'Cover and Appendix Pages', select the relevant pages. Note: You can preview the cover page or appendix page by clicking the open in new tab icon.

Optional: Click Export at the top of that page to save a copy of the Proposal first.

When ready to submit the proposal, click Submit Proposal.

Within the pop up window, turn the toggle ON to Attach resulting Proposal PDF.

Click Submit Proposal to submit the bid.

Optional: Click the Overview tab, click the Estimate Pricing field and select Locked to prevent any changes to the proposal.