AI-powered proposal builder with PDF & e-sign
Create smart proposals under 2 minutes
Easily generate professional, multi-page construction proposals, complete with client details, project specs, and auto-calculated pricing. This AI-powered template lets your team fill out a guided form and instantly receive a formatted proposal via email, ready to send to clients.
Perfect for construction companies, contractors, and building suppliers who want to streamline proposal creation, eliminate manual calculations, and deliver polished offers faster.
How the template works 🧠
→ Watch the full proposal automation walkthrough
Steps to the template
1. Fill out the project proposal form
Your team enters key project info: client name, site location, land area, estimated building height, number of units, proposed timeline, and total contract value.
✍️ You can also include contact info and the company’s signature.
2. AI generates a complete proposal
Based on your inputs, the system uses AI to generate a detailed, multi-page document that includes:
- Client introduction
- Project description
- Scope of work
- Permit and licensing responsibilities
- Auto-calculated pricing table
- Legal terms and agreement timeline
3. Pricing is calculated with built-in rules
Estimates are automatically computed based on your inputs:
- For example, $325 × land area
- For example, $45 × height
- For example, $2,250 × number of units
The final contract price is inserted at the bottom.
4. Proposal is emailed to your team
Once the form is submitted, the full proposal is emailed to the person filling it out. From there, it can be reviewed, downloaded, or forwarded directly to the client.
What’s included in the template? 🧩
Internal Proposal Form
Guided form for your team to input project specs, client info, and pricing details.
AI Proposal Generator (Email Output)
Automatically creates a formatted proposal, sent directly to your inbox.
Smart Pricing Table
Built-in formulas compute contract price based on land, height, and unit count.
Signature & Legal Terms Section
Includes approval timeline, company signature, and formal language for client agreements.
👀 What you can do with the template:
📨 Customize Proposal Content
Edit the language, scope, and terms directly inside the AI prompt field.
→ Learn how to write effective AI prompts
📤 Send AI-generated proposals via email
Use this same prompt in an AI email notification field, and Formaloo will email the generated proposal directly to your client or team.
→ Learn how to set up AI email notifications
🪄 Use answer piping to complete the prompt
Customize the prompt with piping values into it.
→ Learn how to use answer piping
🧠 Add Conditional Logic
Only show certain clauses or pricing rules for large projects or specific locations.
→ Learn how the conditional logic works with Formaloo
🖌️ Match Your Brand
Use your logo, colors, and domain for a branded, professional output.
→ Learn how to cusomize forms
Start generating proposals now! 🚀
Click Use Template to streamline how your team creates and sends construction proposals.
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