Optimize your bid proposal process: Create, submit, and track proposals seamlessly.

Elevate your construction proposal process with our digital bid proposal form template. Capture necessary project details needed for the proposal such as the project’s scope of work, the budget and pricing plan, and terms and conditions. Your internal team can track bid progress and make updates directly within Cognito Forms.

Workflow

This template further streamlines your bid proposal process with:

• Person fields to identify your team members’ details, minimizing repetitive data entry and saving time.
• Cost calculations that automatically calculate the project’s total cost, eliminating the need for manual work and minimizing the risk of errors.
• An integrated workflow that streamlines team collaboration with automatic status updates and a designated space for the internal team to review and make updates as needed.

Connected form

This template includes a connected Construction Employee List that:

• Centralizes employee information for your construction management team, contractors, and other key participants in one form.
• Leverages Person fields to pull in the right people when needed, automatically capturing who submitted the form and enabling the easy selection of involved team members.
• Automatically associates proposal submissions with the appropriate internal team member to handle proposal updates.

How to get started

1. Copy the template and connected employee list form to your account.
2. Customize the form’s fields, style, and workflow as needed.
3. Add your organization’s data to the Construction Employee Lookup source form.
4. Share the form’s public link with your team or embed it directly onto your website.