Client communication
Stakeholders can review a single current commercial record while revision history prevents old scope from quietly becoming the working version.
construction proposal software
Connect estimating narratives, project scope, alternates, qualifications, contract documents, customer decisions, change records, and billing around the same authorized job.
Built around the work
Specialty and project-based construction companies can standardize the customer-facing commercial process while keeping operational and accounting systems in place.
Example workflow
The workflow stays consistent while the document language, fields, and commercial details reflect your business.
Explain scope, materials, means assumptions, alternates, exclusions, schedule constraints, and commercial terms.
Give decision-makers one current version and retain questions or requested changes under the project.
Capture acceptance and documented signatures against the proposal or agreement intended for approval.
Use accepted scope, milestones, and approved changes when preparing invoice records.
Document example
Organize selective demolition, partitions, finishes, MEP coordination, allowances, schedule constraints, building requirements, and alternates.
The customer handoff
Stakeholders can review a single current commercial record while revision history prevents old scope from quietly becoming the working version.
The signed record stays with the complete approved version and its audit information, rather than becoming detached from the scope it authorized.
Invoice preparation can refer back to signed scope and changes, while certified billing, retainage, lien, and accounting duties stay in appropriate systems.
Practical answers
Yes. Documents can use sections that match your bid structure, with qualifications, exclusions, allowances, alternates, and schedules clearly presented.
FormEsque supports customer-facing review and documented decisions; configure signer and access requirements to fit the authority structure for the project.
No. It focuses on proposals, signatures, invoices, and connected customer documents rather than RFIs, submittals, daily logs, job costing, or field scheduling.
Keep planning
See how FormEsque can connect the proposal, customer decision, signature, invoice, and payment record your team already handles.