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  2. Using the Proposal Builder

Managing Inclusions and Exclusions

A primary goal of using RhinoDox is to cut out unnecessary and inaccurate information. Building out your Inclusions and Exclusions library is a great way to simplify and ensure the accuracy of your proposal by standardizing this information for your team.

We've seen proposal samples where the Scope of work is contradicted by line items later on in the proposal. This is obviously not ideal and could cause major issues later in the pipeline. 


What are Inclusions and Exclusions?

In the Proposal Builder, after you have added the specific items in your 'Scope' and clarified anything about that in the 'Clarifications and Assumptions' section, then you can think of your 'Inclusions and Exclusions' library as a way to communicate everything else that you explicitly want Included, Excluded, or left off your proposal. 

For example, you can choose a category like 'Job Site Labor' then within that category there are specific line items (ex. Demolition, Overtime, Cleanup, Safety Personnel) that you can toggle on to list as an inclusion, toggle off to list as an exclusion, or select N/A to leave off the estimate entirely. 


How to add Inclusions and Exclusions to the clause library 

Click the 'Settings' gear in the bottom left corner of your screen then select 'Clauses'.

Click the orange 'Add Inclusion/Exclusion Group' and fill in the 'Name' (this name will not be visible in the proposal). This is generally a category like 'Administrative' or 'Insurance' etc.

When you click the Division dropdown, this will allow you to tie this list of Inclusions/Exclusion to a specific Division (Glazing, Drywall, etc) so they will be added to any proposal where that Division is selected. Note: If you select 'All' this grouping of Inclusions and Exclusions will be added to every proposal. 

Click 'Save' and you will be redirected back to the Clauses page where you can click the name of the Inclusion/Exclusion you just created to fill out the specifics. 

Choose a 'Name' that will list the specific line item like 'Overtime Pay' 'Permits & Fees' etc. This name is not visible in the proposal.

The text that is entered in the 'Clause Content' will be visible on the proposal. If you would like it filled with what you wrote in the 'Name' field, then click anywhere on the page and it will auto-fill in. Or, since this field is what appears in the proposal, you can write whatever you'd like. 

Click the 'Default Value' dropdown to select if you want this to appear in the proposal as an Inclusion, Exclusion, or N/A (this can also be toggled within the Proposal Builder). 

Click 'Save' in the bottom right corner.

Watch the video below for a step by step walkthrough:



How to add Inclusions and Exclusions to a proposal

When creating your proposal, the Inclusions an Exclusions are going to be automatically added to your proposal based on the Division you selected on the 'Details' tab of Project. 

In the Proposal Builder, click 'Inclusions & Exclusions' to see each component and make a decision to change anything dependent on the requirements of the proposal itself. 

If you scroll to the bottom, you can add any ala carte type Custom Inclusions/Exclusions as well that may be unique to the proposal and are not in your pre-built library. 

Watch the video below for more information: