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Step 8: Request and Review Proposals
Compare proposals beyond price. Clarify gaps and terms to avoid surprises and choose the contractor that offers value, clarity, and professionalism.
What you'll learn
- Compare proposals only if the scope matches
- Look for written details, not verbal promises
- Clarify vague terms, TBDs, and allowances
- Confirm timelines and payment milestones
- Ensure change orders and warranties are documented
- Follow up to resolve missing details
- Choose based on clarity and value, not just price
Lesson transcript
Welcome to Step 8: Request and Review Proposals
Once you’ve completed your consultations, the next step is collecting written proposals. But don’t stop at just scanning the price — this is where details matter. At WeSpeak, we show you how to read a proposal like a contractor would: line by line, looking for missing information, vague language, and cost breakdowns. Because the truth is — what’s not included is just as important as what is.
Different contractors use different formats. Some proposals are clear and thorough. Others leave big gaps, like TBD items or allowances that can lead to unexpected costs later. This doesn’t always mean something shady — sometimes it’s just the stage you’re in — but it does mean you need to ask questions and stay engaged to avoid surprises.
Our system helps you evaluate proposals side by side so you can catch the differences, tighten up the unclear parts, and feel confident in what you’re looking at. You’ll learn how to spot vague descriptions, compare real scope apples-to-apples, and clarify any gaps before moving forward.
You don’t always need to go deep with every bid — sometimes one round is enough to narrow your options down. And when you do get to the final two? It’s easier to ask for refinements, compare value, and make a smart, confident choice — even if you liked both.
Reviewing proposals doesn’t have to be overwhelming. With the right approach, it’s empowering. This worksheet is designed to help you organize, compare, and clarify contractor proposals — so you can avoid surprises, catch missing details, and confidently evaluate what each contractor is truly offering.
Each question keeps you focused on what matters. Let’s walk through them together.
How many proposals have I received — and do they reflect the same scope of work? Make sure every contractor received the same project brief so you’re comparing apples to apples. If the scope they priced isn’t identical, your comparison won’t be either.
Did each contractor provide a written proposal (not just verbal pricing)? You need documentation — not just conversation. A written record protects you from forgotten promises and gives you something concrete to review and reference.
Does the proposal clearly outline the scope of work, including materials, labor, permits, and cleanup? The more specific, the better. Look for line items, quantities, and inclusions. Clear detail reduces assumptions and prevents “I thought that was included” later.
Are there any vague terms, “TBD” items, or allowances that need clarification? Don’t assume. Ask about anything that isn’t crystal clear — especially allowances. Clarify what brand, quality, quantity, and price point they used to build the number.
Does the proposal include a start date and estimated timeline for completion? Unclear schedules lead to frustration. A realistic start window and milestone timeline help you plan around disruptions and hold everyone accountable.
Are payment terms, deposits, and milestone payments clearly explained? You should understand exactly when and how payments are made. Well-defined milestones, amounts, and triggers protect both parties and prevent cash-flow surprises.
Are change orders, exclusions, or limitations addressed in writing? Watch for hidden conditions that could impact cost or scope later. Clear rules for changes — how they’re priced and approved — keep your budget under control.
Is there any mention of warranty coverage or post-project support? Professional contractors stand behind their work. Look for workmanship warranties, manufacturer coverage, and how to reach them if something needs attention later.
Have I followed up with each contractor to clarify any unclear or missing details? Get answers now — not once you’ve signed. A quick call or email to tighten vague language can save weeks of confusion and thousands in change orders.
Which proposal feels most complete, professional, and aligned with my goals — not just the lowest price? Focus on value, clarity, and trust — not just the number at the bottom. The right fit is the team that communicates well, documents clearly, and respects your priorities.
By walking through these checks, you’ll not only see which proposal looks better on paper, but also which contractor demonstrates professionalism, clarity, and respect for your time and money. This is how you move from confusion to confidence — one clear proposal at a time.