Create a proposal

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create a proposal

Once you are happy with the estimate, you can create a proposal out of it. Proposals are estimating bid letters whose setups you can modify according to your needs. You can then save the proposals on your computer as Microsoft Word documents, and print or send them to your client. After creating the first proposal, you can also create revisions according to your client's needs.

The standard proposal setup is set in the Proposal Setups dialog box that you can access via Maintenance > Estimating > Proposal Setups.

  1. In the Estimating dialog box, click the Estimating ribbon tab.
  2. On the menu, select Proposal.

    The Estimating Proposals dialog box opens. Here, you can create new proposals, modify existing proposals, or delete unnecessary proposals.

  3. To create a new proposal, click New.
  4. Type a revision number and a title for the proposal.
    Note:

    Steps 5 to 10 only apply when you are creating a first proposal based on the estimating. When you create revisions, you can skip these steps.

  5. In the available lists, select the date of the proposal, the firm type of the recipient company, and the recipient company.

    You can only select recipient companies that have already been added to the Address Book.

  6. Click Add.
  7. In the Select Sections dialog box, click the arrow buttons to move the sections that you want to include in the proposal to the Included list.
  8. Click OK.

    A dialog box appears, asking you to select which text items you want to include in a section of the proposal.

  9. Click the arrow buttons to move the items that you want to include in the proposal to the Included list..
  10. Click OK.

    Repeat steps 9 to 10 for all sections that you included.

    The Estimating Proposal Setups dialog box opens.

  11. In the Estimating Proposal Setups, do any of the following according to your needs:

    To

    Do this

    Display the price and weight of the project in the proposal

    1. On the Main Setups tab, select the Show Price and Show Weight check boxes.

    2. Type the price and weight in the fields on the right side of the check boxes.

    Modify the appearance of the proposal

    1. On the Main Setups tab, click Open Template.

      The proposal template opens in Microsoft Word. The items marked with << >> pull information from Tekla EPM and can be adjusted there, but the other information and font types can be changed in Microsoft Word.

    2. Make the necessary changes to the template.

    3. In the Microsoft Word window, click File > Save.

    4. Save the modified proposal as a custom report in the default folder that your company uses for custom reports.

      You can verify the default folder by opening the File menu and selecting Default Directories.

    Add a new entry

    1. Go to the section tab on which you want to add the new entry.

    2. At the bottom of the dialog box, click New.

    3. Type the desired text in the space the bottom of the dialog box.

    4. Click Add.

    Modify an entry

    1. Go to the section tab on which you want to modify an entry.

    2. Select the entry that you want to modify.

    3. Change the entry text according to your needs.

    4. Click Edit to save the changes.

    Move an entry up or down in the proposal

    1. Go to the section tab on which the desired entry is located.

    2. Select the entry that you want to move.

    3. To move the entry, click the Move Up and Move Down buttons at the bottom of the dialog box.

    Change the indentation of an entry

    1. Go to the section on which the desired entry is located.

    2. Select the entry that you want to move.

    3. Click the Move Left and Move Right buttons to shift the position of the item in the proposal.

    Delete an entry

    1. Go to the section tab from which you want to delete an entry.

    2. Select the entry that you want to delete.

    3. Click Delete.
    4. To permanently delete the entry, click Yes in the confirmation dialog box.

    Change the titles or headings of the proposal

    1. Go to the section tab whose titles or headings you want to change.

    2. Do any of the following:
      • To change the main title of the section, type a new title in the Title field and click Set Title.
      • To change the style of the headings, click Attributes and select appropriate styles in the lists. Then, click Save.
      • To add a subtitle, click Attributes and type a title in the Subtitle field. Then, click Save.

        The subtitle appears under the title in the proposal.

    Add a section

    1. At the top of the dialog box, click Add Section.

    2. Type a title for the section.

    3. Click OK.

      The new tab is added at the end of the proposal setup.

    Delete a section

    1. Go to the section tab that you want to delete.

    2. At the top of the dialog box, click Delete Section.

    3. To permanently delete the section, click Yes in the confirmation dialog box.

    Move a section forward or backward in the proposal

    1. Go to the desired section tab.

    2. In the upper-right corner of the dialog box, click Move Forward or Move Backward.

  12. Click Save.
  13. Click Make Proposal.
  14. In the Save As dialog box, browse to the folder where you want to save the proposal.
  15. If necessary, change the file name.
  16. Click Save.
  17. To close the dialog box, click the Close button (X) in the upper-right corner.

We recommend that you save the exported proposals in the estimating Document Index for future reference. For more information, see Store document references for an estimating job.

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