Proposals from your template
Barry copies your Docs proposal template and fills in scope, exclusions and price from the takeoff and similar past proposals.
All integrations
Hillcrest Clinic TI – ProposalShareDMReview draft
Barry drafts in your Google Docs.
Barry learns from the proposals and updates in your Docs and drafts the next ones for your approval.
Hillcrest Clinic TI – ProposalShareDM↶↷100% ▾Normal text ▾Arial ▾− 11 +BIU
Proposal
Morrison Build Co. · Prepared for Hillcrest Clinic, Suite 200
Scope of work
- Demolish existing partitions and ceilings, Suite 200
- Metal studs and drywall, 18,400 sq ft, rated corridor
- Doors, frames and hardware, 22 openings
Exclusions
- After-hours work, unless agreed in writing
Price
Base bid$1,180,000Schedule14 weeks
Proposal drafted from your template, the takeoff and 2 past medical proposals.
Base bid$1.18MSchedule14 wksScope items9
Barry
Your last two medical proposals excluded after-hours work, so I kept that in the Hillcrest draft.
From Riverside and LakesideExclusion 4
What Barry does in Google Docs.
Barry copies your proposal template and fills it from the takeoff, writes weekly client updates and turns scopes into crew instructions.
Client updates every week
Each active job gets an update doc with progress, next steps and open items, held for your approval before it’s shared.
Crew instructions in plain words
Barry turns the scope and drawing notes into a one-page doc the crew can follow, and shares it with the crew lead.
Ask for it in plain words.
Send Barry a message like one of these and it sets up the work across Google Docs and your other connected tools.
“Copy our proposal template for the Hillcrest bid and fill it from the takeoff and our last two medical proposals.”
Proposal from templateWhen you ask“Every Friday, write a client update doc for each active job and send me the links to approve before they’re shared.”
Weekly client updatesEvery Fri · 2:00 PM“Turn the Elm Street scope and drawing notes into crew instructions for Monday and share the doc with the crew lead.”
Crew instructionsWhen you ask“When an invoice hits 30 days overdue, draft a follow-up letter from our collections template and hold it for my approval.”
Unpaid invoice letters30 days past due
How Barry connects to Google Docs.
Connect once, say what you need, and stay in control of anything that leaves your business.
Connect Google Docs
Sign in with Google and pick the folders of templates and past documents Barry can read and write in. Barry only sees what you give it.
Tell Barry the job
Describe the work the way you’d brief a new hire. Barry sets it up and tells you when it will run.
Approve what goes out
Drafts for customers, GCs and subs wait for your OK. The routine work gets done, and Barry tells you what it did.
Questions about Barry and Google Docs.
- Will Barry share a doc with a client on its own?
- No. Proposals and client updates are drafted in your Drive and wait for your approval before anyone outside the company can open them.
- Does Barry use our own templates?
- Yes. Barry makes a copy of the template you point it at and fills it in, so your layout, logo and fonts stay as they are.
- Can I edit what Barry wrote?
- Yes. It’s a normal Google Doc in your account. Edit it, comment on it, or check version history to see what changed.
Works alongside Google Docs.
Barry works across all your connected tools at once. See every integration
