Create a Proposal

Before you start: You need a client record in AECPulse before you can create a proposal. See Add a client and contacts if you haven’t done that yet.

Steps

1. In the sidebar, click Proposals under the Firm section.
2. Click the Create New Proposal button (top-right of the list) to start from a blank proposal. To base it on an existing template instead, open the button’s dropdown (the small arrow beside it) and choose Start From a Template.
3. Fill in the proposal details:
   • Name — a clear, descriptive name for the proposal
   • Project type — choose from Residential, Commercial, Institutional, Mixed-Use, or Renovation
   • Client — select the client this proposal is for
   • Dates — the proposed start and end dates
4. Click Create Proposal.

The proposal is created with a status of Draft, and you’re taken to its details page.

What to do next

After creating the proposal, you’ll want to build out its content:

• Add phases and milestones — see Build phases, milestones, and deliverables
• Set fees and contract terms — see Set fees and contract terms
• Submit it to the client — see Submit a proposal to a client

Related pages

• Proposals
• Build phases, milestones, and deliverables
• Set fees and contract terms
• Submit a proposal to a client
• Add a client and contacts