Construction - Proposal Form

Billy Gibson

I have a business plan and I am looking to utilize a proposal form for my construction business that is built, completed and stays in smart sheet. However I need form/document to be able to be e-mailed in PDF form. Does anyone have a template for this.

Andrée Starå

Hi @Billy Gibson

I hope you're well and safe!

Not sure I follow.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Billy Gibson

Thanks Andree. I saw this after a google search. Wondered how I can get to it in smartsheet.

https://www.smartsheet.com/content/construction-bid-templates-and-forms#construction-bid-sheet-template

Andrée Starå

@Billy Gibson

Happy to help!

There are a couple of ways depending on your specific need.

• Document Builder
• Integration with Google Docs
• Smartsheet Report

Would any of those options work/help?

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