How It Works

How the Workflow Runs

A practical system for proposal creation that removes repeated manual assembly steps.

Intake

Capture Project Inputs

Project type, size, budget, schedule
Service lines and discipline scope
Client and proposal context

Fee Logic

Run Fee Methods

Area-based method
Budget-based method
Task-based method
Cross-check and reconcile results

Scope Generation

Generate Scope Blocks

MEP-specific conditionals
Phase breakdown support
Scope language consistency across team members

Draft Output

Assemble Proposal Draft

Branded structure for review
Reduced formatting churn
Faster stakeholder review cycles

Implementation Reality

Initial rollout focuses on one team workflow first, then expands by office or service line as needed. You are not buying a generic SaaS tool, this is a structured implementation with direct support.

Ready to see it in action?

Walk through your proposal process and see where the workflow fits first.

Book a Workflow Walkthrough