Submit a Design Proposal


The Design Professional formally enters the project with the homeowner's approval of a design proposal form. This form provides budget estimates for the design phases of the project. This type of form is typically approved only one time per project.

Submitting a Design Proposal

Usually a Design Proposal is submitted from a project preview before you become a project member.

  1. Select the team member who needs to approve the form using the dropdown menu circled below in red. The approver should be the homeowner.

    Design proposal new head

  2. Fill out the rows with estimated hours, costs, and any supporting notes for each row. New Avenue Partners - Remember that Phase I is a flat fee that is equal to 10% of the design proposal total and the deliverables promised in our New Avenue Design Agreement are the deliverables for this phase.

    Design proposal sample rows

  3. Additional notes and longer text can be added at the bottom of the page.

    Sov form bottom

  4. Click the "Issue Now" button to submit the proposal for approval.

  5. The homeowner may have some questions for you before approving the form. You can edit the form if there are any changes (e.g., clarifications, corrections) to be made.

  6. The homeowner will then review and approve the form.

Editing a Design Proposal

A design proposal can be edited only if it has not been approved. To edit a design proposal, open it and click the edit button circled below in red.

Design proposal head edit btn

Canceling a Design Proposal

A design proposal can be canceled only if it has not been approved. The cancel button can be found at the bottom of the design proposal.

Cancel form

Saving a Draft

A Design Proposal is a long form, and you may not have time to fill it in all at once. If you like, you can save a draft and continue working on it later. To save a draft of a Design Proposal, click the "Save and Finish Later" button circled below in red.

Sov form draft

Until you issue the form, only you can see the draft.

You can access your drafts on your dashboard.

To issue a draft, go to the form's edit page and click "Issue Now".

 

 

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