Proposals

Define the scope

Navigate to Procurement → Proposals → New Proposal. Enter:

• Proposal title — e.g., “Insulation Package — 12 Meadow Lane”
• Project — the project this RFQ is for
• Trade — the trade or scope being bid
• Bid due date — deadline for responses
• Site visit date — if a pre-bid walk is required
• Scope narrative — written description of work, inclusions, and exclusions

Add line items

Build the scope into line items that bidders must price. Each line item has:

• Description
• Unit of measure
• Quantity
• Specification reference (optional)

Line items can be imported from the materials library or from an existing estimate. Vendors fill in their unit price for each item — TrueGrade calculates their total.

Attach documents

Attach drawings, specifications, and any other reference documents that vendors need to prepare their bid. Files are available to vendors via their bid portal link.

Select bidders

Choose vendors from your contacts list to receive the RFQ. Each selected vendor receives an email with a unique link to the bid portal.

Issue the RFQ

Click Issue. Vendors receive their invitation email. The RFQ is now in Open status — you can track who has viewed it, who has responded, and who has declined.