Skip to main content
All CollectionsProteus for SalesManaging a Proposal
Proposal Creation
Proposal Creation

How to create a proposal and the key sections within a Proposal

James Gold avatar
Written by James Gold
Updated today

Proposal Creation

  • Select Create Proposal

  • Add the Proposal details:

    • Proposal Title - is the Proposal/Project name

    • Proposal Manager - is the user in charge of the proposal and who will invite further users to have access to edit the proposal.

    • Description - a brief description explaining the Proposal for future reference.

    • Company - is the client for the Proposal/Project

    • Company Contact - is the point of contact for the client

      • Both Company and Contact pulls from the Companies database. If either is missing you can do a quick add by selecting the blue plus button.

    • Office - is the contracting office. Only relevant if your tenant has multiple offices.

    • Contract Type - is whether this is a specific contract type such as call off.

    • Contract - is the agreed contract with the client.

      • Contract pulls from the Contracts database. If missing, go to Contracts and create new contract record.

    • Billing Type - either Reimbursable or Fixed Price.

      • Reimbursable has the additional options; Internal Project and Cost Plus.

      • The billing type determines the calculations used for Project controls (once the proposal is won).

    • Bid Type - either Competitive or Single source

    • Due Date - for the proposal bid.

    • Estimated Value - for the proposal.

    • Go/Get Probability - Go is the % probability of the Project going ahead. Get is the % probability of winning the Project.

      • These values determine the weighted value of the Project.

    • Tax to be Applied - Either VAT %, No VAT, WHT or Other.

      • VAT - is taken from the % added for the office in the admin console.

      • WHT - you will manually add the % on the details.

  • Select Create once all details are added

Proposal Team

  • Select the Team tab then Select add team member

    • The Created Team Organogram can be added to the proposal document via a document block (Proteus Add-in)

Proposal Plan

  • Navigate to Plan on the Proposal

  • Project Schedule

    • To create the initial plan you must first enter the start and end date for each Work Package

    • You can view the Plan on a Weekly, Monthly or Quarterly basis from the top right

Past Project Experience

  • Select the Experience tab then click 'add to proposal' for the projects to include

    • The Project Experience is a way to show past projects similar to the current bid that can be referenced onto the proposal document via a document block (Proteus add-in)

Did this answer your question?