ProposalXL

One system for the proposals your firm depends on.

Start from any request, RFP or past proposal. Finished in your format, at your rates, in minutes instead of hours.

One proposal, from request to send.

Relationship proposal: One proposal, from request to send.

  1. Receive and route. Drop in the client's email. ProposalXL reads what they asked for and starts the letter in your format.
  2. Scope and fee. Scope from your library, hours at your rates, margin checked before the fee is set.
  3. Draft and edit. Familiar editing, built right in. Changes are cleanly tracked by author and time.
  4. Send and track. Your suite of proposals is stored live in one pipeline, with status and next steps clearly displayed.

Competitive pursuit: One pursuit, from RFP to submission.

  1. Add the RFP. Drop in the solicitation. Its requirements, sections and page limit become the structure of your response.
  2. Assign and staff. Assign each section an owner. Choose the team members best suited for the job, and the projects from your past work.
  3. Customize response. Each owner writes against the exact RFP ask, starting from your best past answers, and sees the page update as they type.
  4. Review and approve. Before it goes out, ProposalXL checks it against the RFP and your own rules. Fix what's flagged, then save the set.
01

Receive and route

Drop in the client's email. ProposalXL reads what they asked for and starts the letter in your format.

One proposal, from request to send.

  1. 1

    A request comes in.

  2. 2

    ProposalXL reads it.

    MC
    Maya ChenHarbor Workshop renovation
    Read
    AddresseeMaya Chen, Facilities Director
    ProjectHarbor Workshop Renewal
    ScopeAssessment + strengthening design
  3. 3

    …and starts your letter.

    Alder StructuralStructural engineering

    212 Harbor Street, Port Alder, WA 98301
    (360) 555-0142 · alderstructural.com

    September 24, 2026

    Maya Chen, Facilities Director
    North Coast Craftworks
    418 Quay Road, Port Alder, WA 98301

    Project:Harbor Workshop Renewal
    Subject:Structural Assessment, Strengthening Design and Construction Observation
    Reference:AS 26-041

    Dear Maya,

    Thank you for the opportunity to propose structural engineering services for the Harbor Workshop Renewal. This letter sets out our understanding of the project, the services we will provide, and our fee.

    1. Scope

    1.1 We propose to provide structural engineering services for the Harbor Workshop Renewal in Port Alder, WA.
    1.2 Our understanding is based on your email of September 21, 2026 and the existing drawings provided (12 pages).
    1.3 Base services
    1.3.1 Assess the existing structure: review drawings, visit the site, and issue a findings memo.
    1.3.2 Design focused strengthening for the agreed upgrades, with calculations and details.
    1.3.3 Provide four scheduled construction observation visits, with a written record of each.
    1.4 Continuous site supervision is excluded. The building will remain occupied during the work.

    2. Fee

    Fee pending.

    Alder Structural · Proposal AS 26-041 · Harbor Workshop Renewal1 / 4
  4. 4

    Hours × your rates.

    FeeFixed fee · hours × 2026 rates
    $14,200
    Existing-structure assessment 21 h$3,600
    Focused strengthening design 38 h$6,800
    Construction observation (4 visits) 22 h$3,800
    Margin24% · target 20%
  5. 5

    The fee lands in your letter.

    Alder StructuralStructural engineering

    212 Harbor Street, Port Alder, WA 98301
    (360) 555-0142 · alderstructural.com

    September 24, 2026

    Maya Chen, Facilities Director
    North Coast Craftworks
    418 Quay Road, Port Alder, WA 98301

    Project:Harbor Workshop Renewal
    Subject:Structural Assessment, Strengthening Design and Construction Observation
    Reference:AS 26-041

    Dear Maya,

    Thank you for the opportunity to propose structural engineering services for the Harbor Workshop Renewal. This letter sets out our understanding of the project, the services we will provide, and our fee.

    1. Scope

    1.1 We propose to provide structural engineering services for the Harbor Workshop Renewal in Port Alder, WA.
    1.2 Our understanding is based on your email of September 21, 2026 and the existing drawings provided (12 pages).
    1.3 Base services
    1.3.1 Assess the existing structure: review drawings, visit the site, and issue a findings memo.
    1.3.2 Design focused strengthening for the agreed upgrades, with calculations and details.
    1.3.3 Provide four scheduled construction observation visits, with a written record of each.
    1.4 Continuous site supervision is excluded. The building will remain occupied during the work.

    2. Fee

    We propose a fixed fee of $14,200, invoiced monthly by phase.

    ServiceTotal
    Existing-structure assessment$3,600
    Focused strengthening design$6,800
    Construction observation (4 visits)$3,800
    Phase total$14,200
    Alder Structural · Proposal AS 26-041 · Harbor Workshop Renewal1 / 4
  6. 6

    Draft and edit.

    Alder StructuralStructural engineering

    212 Harbor Street, Port Alder, WA 98301
    (360) 555-0142 · alderstructural.com

    September 24, 2026

    Maya Chen, Facilities Director
    North Coast Craftworks
    418 Quay Road, Port Alder, WA 98301

    Project:Harbor Workshop Renewal
    Subject:Structural Assessment, Strengthening Design and Construction Observation
    Reference:AS 26-041

    Dear Maya,

    Thank you for the opportunity to propose structural engineering services for the Harbor Workshop Renewal. This letter sets out our understanding of the project, the services we will provide, and our fee.

    1. Scope

    1.1 We propose to provide structural engineering services for the Harbor Workshop Renewal in Port Alder, WA.
    1.2 Our understanding is based on your email of September 21, 2026 and the existing drawings provided (12 pages).
    BIU 1.3.2 Tracked · Leah
    1.3 Base services
    1.3.1 Assess the existing structure: review drawings, visit the site, and issue a findings memo.
    1.3.2 Design focused strengthening for the agreed upgrades, with calculations and details. calculations, details and a load path
    1.3.3 Provide four scheduled construction observation visits, with a written record of each.
    1.4 Continuous site supervision is excluded. The building will remain occupied during the work.

    2. Fee

    We propose a fixed fee of $14,200, invoiced monthly by phase.

    ServiceTotal
    Existing-structure assessment$3,600
    Focused strengthening design$6,800
    Construction observation (4 visits)$3,800
    Phase total$14,200
    Alder Structural · Proposal AS 26-041 · Harbor Workshop Renewal1 / 4
  7. 7

    Sent.

    Alder StructuralStructural engineering

    212 Harbor Street, Port Alder, WA 98301
    (360) 555-0142 · alderstructural.com

    September 24, 2026

    Maya Chen, Facilities Director
    North Coast Craftworks
    418 Quay Road, Port Alder, WA 98301

    Project:Harbor Workshop Renewal
    Subject:Structural Assessment, Strengthening Design and Construction Observation
    Reference:AS 26-041

    Dear Maya,

    Thank you for the opportunity to propose structural engineering services for the Harbor Workshop Renewal. This letter sets out our understanding of the project, the services we will provide, and our fee.

    1. Scope

    1.1 We propose to provide structural engineering services for the Harbor Workshop Renewal in Port Alder, WA.
    1.2 Our understanding is based on your email of September 21, 2026 and the existing drawings provided (12 pages).
    1.3 Base services
    1.3.1 Assess the existing structure: review drawings, visit the site, and issue a findings memo.
    1.3.2 Design focused strengthening for the agreed upgrades, with calculations, details and a load path
    1.3.3 Provide four scheduled construction observation visits, with a written record of each.
    1.4 Continuous site supervision is excluded. The building will remain occupied during the work.

    2. Fee

    We propose a fixed fee of $14,200, invoiced monthly by phase.

    ServiceAssessDesignDocumentsObserveTotal
    Existing-structure assessment$3,600———$3,600
    Focused strengthening design—$2,400$4,400—$6,800
    Construction observation (4 visits)———$3,800$3,800
    Phase total$3,600$2,400$4,400$3,800$14,200

    Sincerely,

    Leah Park

    Leah Park, P.E.
    Associate, Alder Structural

    Accepted by North Coast Craftworks

    Name, title, date

    Alder Structural · Proposal AS 26-041 · Harbor Workshop Renewal1 / 4
    ✓ Sent · v3
    To Maya ChenFollow-up Oct 2 · Leah

Your firm's proposal workflow, built into the software.

  1. Choose from your firm’s custom templates and start refining, not composing. We pull your language and your prior work.

  2. Résumés, project history and availability, kept current in one place. Every team page and résumé is written from that record.

  3. Price from your real staffing and rates, and see the margin before the fee goes out.

  4. Your firm’s data lives in silos. ProposalXL threads it through one place: opportunities come in, and projects, tasks and budgets go back.

Your templates, your languageYour people, their workYour rates, your marginsYour systems, your data

Your best work, every time.

No more version chaos. No more redline pileups. No more wondering where the proposal stands.

Finished pages: the Harbor Workshop Renewal cover and letter, and the Estuary Greenway cover, team, experience and approach pages
Harbor Workshop Renewal, coverHarbor Workshop Renewal, letterEstuary Greenway Pedestrian Bridge, coverEstuary Greenway Pedestrian Bridge, project teamEstuary Greenway Pedestrian Bridge, relevant experienceEstuary Greenway Pedestrian Bridge, approach

Your format.

Every proposal generated on your letterhead with your brand standards, unique to your firm.

Every page, assembled.

Every section, project page and fee table in place, checked for accuracy before it goes out.

Ready to send.

Generated as a polished PDF, in one click.

Live collaboration.

Your whole team working in the same proposal, at the same time. One document, never a pile of versions.

Clear assignments.

Proposal scope assigned to individual team members.

Connected systems.

Connections and workflows integrated with your external systems.

We set it up with your team.

Three steps from the first demo
to your team using ProposalXL.

  1. Walk us through your current proposal process.

    Bring a few recent proposals. Show us who writes, who prices and who signs.

    What you have today

    We walk through it with youMapped with you
    OPOwenPrincipal
    LPLeahPM
    SOSamMarketing
    DOCXProposal_Harbor_v7_FINAL(2).docx
    XLSXfee sheet – owen edits.xlsx
    DOCXresumes_2023_OLD.docx
    Re: Re: Fwd: Harbor proposal
    CSVCRM export.csv
    XLSXERP rates 2026.xlsx
    Proposals / 2024 / old
    1234523 Leah's v7 is the real templateOwen prices from his own sheetRésumés are years out of dateHand-offs happen in late emailClient facts already live hereThe ERP holds the real rates
    OPOwenPrincipal
    XLSXfee sheet – owen edits.xlsxXLSXERP rates 2026.xlsx

    2Prices from his own sheet; the ERP holds the real rates.

    LPLeahPM
    DOCXProposal_Harbor_v7_FINAL(2).docxCSVCRM export.csvRe: Re: Fwd: Harbor proposal

    1Her v7 is the real template.

    4Hand-offs happen in late email.

    5Client facts already live in the CRM.

    SOSamMarketing
    DOCXresumes_2023_OLD.docxProposals / 2024 / old

    3Résumés and past projects, some years out of date.

    OPOwenPrincipal
    XLSXfee sheet – owen edits.xlsxXLSXERP rates 2026.xlsx

    2Prices from his own sheet; the ERP holds the real rates.

    LPLeahPM
    DOCXProposal_Harbor_v7_FINAL(2).docxCSVCRM export.csvRe: Re: Fwd: Harbor proposal

    1Her v7 is the real template.

    4Hand-offs happen in late email.

    5Client facts already live in the CRM.

    SOSamMarketing
    DOCXresumes_2023_OLD.docxProposals / 2024 / old

    3Résumés and past projects, some years out of date.

    We map who does what, and where everything lives.7 sources · 3 people

  2. Send us your templates, past proposals and rates.

    We tailor ProposalXL to your firm’s workflow, integrations and data, and verify it with you. Secured, always.

    Your firm, in one place.

    8 / 8
    DOCX Letter template.docxfirm letterhead
    PDF Past proposals312 files
    DOCX Scope boilerplate214 lines
    Language3 of 3 in
    ZIP Résumés18 people
    PDF Project sheets96 projects
    People2 of 2 in
    XLSX Fee sheet 2026.xlsxrates + targets
    Numbers1 of 1 in
    CSV CRM export.csvopportunities
    XLSX ERP rates.xlsxbilling rates
    Systems2 of 2 in

    Send what you have. We sort it, and check it with you.

  3. Your team goes live on real proposals, with us in your corner.

Bring us a proposal.
We'll show you your system.