RedTeam Flex allows users to create, customize and manage proposal forms (also known as owner contract, customer contract, construction contract) to fit any business relationship. This level of project control begins with the configuration or creation of proposals under the three types. Proposals and Change Proposals can be Fixed Price, Time & Materials, or Construction Management type.
1. Add Proposal Form: General Information (1 of 5)
When you add a new Proposal Form in Configuration, the first section is General Information. Please see the full article procedure for details.
Original Proposal Format section Fields & Definitions:
Type (Required): Select which type of proposal you are creating. The available types are Fixed Price, Time & Material, or Construction Management.
Proposal Name (Required): The name that will show up when selecting the Proposal Form in your project.
Steps:
From Configuration, locate Proposal Forms (under the heading: Projects).
Click the New (+) icon.
Fill out the required fields.
When you have filled in the General section, move to the next section: Original Proposal Format.
2. Add Proposal Form: Original Proposal Format (2 of 5)
When you add a new Proposal Form in Configuration, the second section is Original Proposal Format.
Original Proposal Format section Fields & Definitions:
Template (Required): List of available templates that you can use to configure your proposal. Once set, it cannot be edited.
In this document we will walk through how to use the 2022 template. If you need to use the 2023 template, check the Article:
Title (Required): The title of the proposal who will be displayed at the top of the document (i.e. "Fixed Price Proposal", "Our Proposal"). It can be edited anytime.
RE: The RE line can be formatted to provide the information that should be displayed about the proposal.
Display: Facility: This is selected in Step 1: Scope Details when going to the Project's Home Menu.
Display: Work Location: The Work Location filled out in the corresponding field in Step 1: Scope Details when going to the Project's Home Menu.
Display: Retainage: Displays the retainage amount that is filled out in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Billing Terms: Displays the billing terms that are selected in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Proposed Substantial Completion Date: Displays the Proposed Substantial Completion Date selected in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Customer Contract ID: Displays the ID entered in Step 7: Proposal > Customer Authorization when going to the Project's Home Menu.
Display: Proposal Amount (Price): Displays the total price from Step 4: Cost Estimate or if the estimate is unlinked, the manually created price in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Proposed Duration: Displays the proposed duration entered in the corresponding field in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Punch Duration: Displays the punch duration information entered in the corresponding field in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Final completion Date: Displays the proposed final completion date in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Liquidated Damages (Substantial): Displays the amount that is entered in the corresponding field in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Liquidated Damages (Final): Displays the amount that is entered in the corresponding field in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Preamble: Any preparatory or introductory statements can be entered here.
When editing or adding information in this area, an editor will pop up, allowing you to either write the data directly or paste it from outside sources. This area supports Data Fields (Tex Tags) that can automatically fill in information. Data Fields are accessed by selecting the blue ribbon on the right side of the window, where you can find the name and description of the field so you know what information it will pull. Copy and paste the desired tag into the editor to have it display in your final form. Once you are done, click Save.
Our RedTeam Flex editor allows you to customize the look of the information entered. You can format your text by using our toolbar which includes the following:
Bold, Italic and Underline.
Text Alignment (left, center, right).
Bulleted and Numbered Lists.
Tables: By clicking on a table you can use "Table Wizard" which allows you to edit the lines of table cells. You can also access to options like: Add row above or below, add column on the left or right, delete row and column, merge and split cells horizontally and vertically.
Any other field (Change Proposal Preamble, Taxes, Expiration, Footer, Email Sections) that has an editor to enter information, works the same way as the described area above.
Taxes: Formatting of how the tax information will be displayed on the proposal. (Data fields can be added here)
Include Clarifications: Toggle on or off whether Clarifications will be included in the proposal.
Expiration: Displays the information entered in the expiration field of the Contract tab. This is the amount of time for which the proposal is valid. (A Data Field can be added here)
Footer: the footer section of the document, typically formatted for a signature block. (Data fields can be added here)
Steps:
Enter information and toggle checkboxes to configure fields to customize the look of your Proposal.
When you have completed Original Proposal Format, move to the next section: Original Proposal Email Section.
3. Add Proposal Form: Original Proposal Email Section (3 of 5)
When you add a new Proposal Form in Configuration, the third section is Original Proposal Email.
Original Proposal Email section Fields & Definitions:
Email Subject: Section that is used to standardize what will appear as the subject when emailing a Proposal. This area allows Data Fields that can automatically fill in information pulled from your project. These are accessed by selecting the blue ribbon on the right side of the window.
Steps:
Enter desired information in the Email Subject box that you would like displayed in the subject.
When you have completed Original Proposal Email Section, move to the next section: Change Proposal Format.
4. Add Proposal Form: Change Proposal Format (4 of 5)
When you add a new Proposal Form in Configuration, the fourth section is Change Proposal Format.
Change Proposal Format section Fields & Definitions:
Custom View (Required): A listing of the available views for the Change Proposal based on the type. Once set cannot be edited.
Title:(Required): The title of the Change Proposal who will be displayed at the top of the document (i.e. “Fixed Price Proposal”, “Our Proposal”).
Re: The RE line can be formatted to provide the information that should be displayed about the change proposal.
Display: Project #: The project number will be displayed instead of displaying only the Scope Change Name.
Display: Facility: This is selected in Step 1: Scope Details when going to the Project's Home Menu.
Display: Work Location: The Work Location filled out in the corresponding field in Step 1: Scope Details when going to the Project's Home Menu.
Display: Customer Contract ID: Displays the ID entered in Step 7: Proposal > Customer Authorization when going to the Project's Home Menu. Appears at the top of the proposal.
Display: Change Proposal Amount (Price): Displays the total price from Step 4: Cost Estimate or if the estimate is unlinked, the manually created price in Step 7: Proposal > Proposal Details when going to the Project's Home Menu.
Display: Time Impact: Displays the information from the Time Impact field filled out in Step 7: Change Proposal when creating a Potential Change.
Preamble: Any preparatory or introductory statements can be entered here. (Data fields can be added here).
Taxes: Formatting of how the tax information will be displayed on the change proposal. (Data fields can be added here)
Include Clarifications: Toggle on or off whether Clarifications will be included in the change proposal.
Expiration: You can click it and enter information needed in our editor. (A Data Field can be added here)
Footer: the footer section of the document, typically formatted for a signature block. (Data fields can be added here)
Steps:
Enter information and toggle checkboxes to configure fields to customize the look of your Change Proposal.
When you have completed Change Proposal Format, move to the next section: Change Proposal Email Section.
5. Change Proposal Email Section (5 of 5)
When you add a new Proposal Form in Configuration, the fifth section is Change Proposal Email Section. This is the final section when Adding or Editing a Proposal Form.
Change Proposal Email section Fields & Definitions:
Email Subject: Section that is used to standardize the subject when emailing a Change Proposal. This area allows Data Fields that can automatically fill in information pulled from your project. These are accessed by selecting the blue ribbon on the right side of the window.
Steps:
Enter desired information in the Email Subject box that you would like displayed in the subject.
6. Edit or Delete a Proposal Form
If at any time, you need to make changes to a Proposal Form, you can do so from Configuration. The edit option will allow you to make changes to the formatting and information displayed on a Proposal Form. Any edits completed will only affect proposal’s in draft status or created after the edits were done.
Note: If Delete is not an option and the button is grayed out, the proposal has been used on a project. To keep any project that the proposal was used on from having errors, the proposal cannot be deleted.
Steps:
Click the Tools icon, then click Edit or Delete.
