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Stage 2 — Proposal

You've priced the work and sent a quotation. The ball is in the client's court.

At Proposal, a priced quotation has gone to the client and you're awaiting their decision. The job is real enough to cost, but nothing is committed.

What happens here​

  • A quotation is built from a pricelist (a reusable rate schedule) or entered by hand, organised into sections and line items.
  • GST is applied automatically at 9% — you never type it in or override it.
  • The quote is sent. Its status moves DRAFT → SENT, which locks the draft and starts tracking the client's response.

Your job at this stage​

Chase the decision and answer questions cleanly. Keep the quotation versioned — if the client asks for changes, revise rather than overwrite, so there's a clear record of what was offered when.

What comes next​

  • If the client accepts, an AWARDED project can be created directly from the accepted quote. See Awarded.
  • If the job goes out to a formal competitive process, it moves to Tender.
  • If it stalls or the client walks, the quotation expires or is declined.