# QuoteFlow Proposal Bundle — Start Here

Welcome. This bundle helps pool builders and luxury outdoor-living contractors present a polished project path before they build a custom proposal system.

## What is included

1. `essential-proposal-template.md` — a focused, clear project presentation.
2. `premium-proposal-template.md` — a fuller presentation with an upgrade table.
3. `luxury-proposal-template.md` — a high-touch framework for larger, tailored projects.
4. This start-here guide.

Each `.md` file is an editable Markdown document. Open it in a text editor, a Markdown editor, or import/copy its sections into your preferred proposal, document, or design tool.

## Set up your template in five steps

1. Add your business name, customer details, project type, and date.
2. Replace every `[CONTRACTOR-APPROVED ...]` placeholder with information your business has reviewed.
3. Use only your approved pricing records, material selections, technical specifications, warranty language, deposit requirements, financing language, and payment destinations.
4. Keep package inclusions distinct so the customer can understand the difference between Essential, Premium, and Luxury.
5. Have an authorized member of your business review the final proposal before it is sent.

## Suggested package positioning

| Package | Use it when | Customize first |
| --- | --- | --- |
| Essential | The project needs a direct, confident starting path. | Scope, timeline, inclusions, and approved pricing presentation. |
| Premium | The project benefits from more curated selections and upgrade context. | Materials, package inclusions, upgrade table, and approved pricing presentation. |
| Luxury | The project is highly tailored and needs a more complete project narrative. | Project overview, selections, package inclusions, and approved approval path. |

## Important review guardrails

- This bundle does not include prices, technical specifications, warranties, contracts, deposit terms, financing offers, payment links, or legal commitments.
- Do not allow a copywriter, AI tool, or team member to invent or infer those details.
- Any approval, payment, deposit, warranty, financing, or contractual language must be supplied and approved by your business and, where appropriate, reviewed by your legal or financial advisor.
- A proposal presentation is not a substitute for your business's contract or compliance process.

## Before you send

- [ ] Customer information is correct.
- [ ] Scope and timeline are approved for this project.
- [ ] Materials and equipment match approved selections.
- [ ] Package inclusions and upgrades are accurate.
- [ ] Pricing, deposit, financing, warranty, technical, payment, and approval details are contractor-approved.
- [ ] The customer-facing next step is clear.

## Need a managed proposal system?

QuoteFlow AI provides a separate managed proposal system for premium contractors who want branded workflows, contractor-controlled proposal facts, and follow-up operations. This Etsy bundle is a standalone digital template product; it does not include the managed service.