Clause Library
The clause library holds the inclusions, exclusions and clarifications that your proposals use, so you write them once.
| Menu | Estimator > Proposal clauses |
| Permission | Manage the proposal clause library |
| Feature | Estimator Proposals |
Can't find it?
What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.
| Kind | What it says | Example |
|---|---|---|
| Inclusion | Work the price includes | Clean-up of our own debris |
| Exclusion | Work the price leaves out | Utility company fees |
| Clarification | How the price reads the bid documents | One mobilization |
A new site has a starting set of common clauses.
Add a clause
- Click Add exclusion, or open the list next to it and click Add inclusion or Add clarification.
- Enter the Text as it reads on the proposal.
- Enter a Category, such as Fire alarm, to group the clause in the library. This is optional.
- Enter the Order: clauses of a kind are listed by this number.
- Select Add to every new proposal if every proposal needs the clause.
- Click Save.
Find and change clauses
Search the text or the category, and pick a kind in the list above the clauses. Click Edit to change a clause, or Delete to remove it. Proposals that use a clause keep their own copy of its text, so changing or deleting a clause does not change them.