Contract proposals

How a contract proposal works

A contract proposal is an approval request on a draft contract. The draft contract holds the terms and points to one version of the contractor's offer. The proposal asks the contractor to sign it.

• The client proposes, the contractor answers. Only the company the proposal is addressed to can accept or decline it.
• The offer version is fixed. The contract covers the offer exactly as the contractor sent it, at that version.
• One pending proposal at a time. A contract version can have only one proposal waiting for an answer. A second send is refused with "A contract proposal for this order has already been sent."
• Accepting signs. When the contractor accepts, the contract is signed at once. There is no separate signing step.
• Declining is final. A declined proposal cannot be reopened.

Use a contract proposal only for a contractor that has its own BuildColab company. For a subcontractor that never logs in, sign on its behalf instead. For your own deal with a client outside BuildColab, use a self-contract. See Self-managed subcontractors and self-contracts.

When the Propose contract button appears

On the received offer page the header shows Propose contract (Предложи договор) only when all of these hold:

• Your project is in the Execution (Изпълнение) phase. A general contractor reaches it by accepting its client's contract or by turning its own offer into a contract; an investor by accepting its budget. The rule exists because a subcontract hangs under your own contract or budget: until that exists, there is nothing to commit the subcontract against.
• The offer comes from a company on BuildColab. For a self-managed subcontractor the same place shows Create contract on their behalf (Създай договор от негово име).
• You opened the offer from the request panel with Review (Разгледай) on one of the bidder's responses.

Opening the contract panel creates a draft contract

Reopening the panel on the same offer continues the same draft; it does not create a second one. The terms you enter are saved to the draft as you type ("Saving the contract changes..." then "The contract changes were saved.").

The contract terms

The contract panel Create contract (Създаване на договор) shows the offer name and Total value (Обща стойност) at the top, then five terms. All are required; until they are filled in, the send button is disabled and its tooltip says "Fill in first: {fields}" (Попълнете първо: {fields}).

Validation messages: "Please enter a value between 0 and 100", "Please enter a valid value", "The selected advance payment option and the entered value are not compatible."

How to propose a contract

1. Award the request, or at least decide the winner. See Awarding (whole or by line items).
2. Open the BoQ, then the request panel: Related (Свързани) → Outgoing bid requests (Изходящи запитвания) → the request.
3. Expand the winner's card and click Review (Разгледай) on its latest response. The received offer page opens with the title "{company} - {offer name}" and the offer's Total value.
4. Click Propose contract (Предложи договор) in the header. The contract panel Create contract (Създаване на договор) opens on the right.
5. Choose Contract type, Payment method, Deadline, Advance payment and Warranty retention.
6. Click Send to partner (Изпрати към партньор).

The toasts "Sending contract proposal..." and "The contract proposal was sent." (Предложението за договор е изпратено.) confirm it. What happens next:

• The contractor gets the in-app notification "{partnerName} sent you a contract proposal for {contractName}" (category Contracts). No e-mail is sent for a new contract proposal, so tell the contractor if it does not watch its notifications.
• The contractor's project shows the banner You have a contract proposal and its project phase becomes Contract proposal (Предложение за договор).
• On the bidder card in your request panel the offer shows the proposal state; once answered it shows Accepted contract (Приет договор) or Declined contract (Отказан договор).

1. The page title names the bidder and its offer.
2. Total value (Обща стойност) is the full offer total.
3. Propose contract (Предложи договор) opens the contract panel with Contract type, Payment method, Deadline, Advance payment, Warranty retention and Send to partner. It appears only when your project is in the Execution phase.

When the proposal is refused

If you already have a contract with this company

When you already have a signed contract with the same company on this project, BuildColab does not create a second contract. Opening the contract panel shows the dialog Add to existing contract (Добавяне към съществуващ договор): "A contract with this partner already exists for this project. Your offer will be added to the existing contract as a change order — you will review the combined scope before anything is sent or signed." Click Continue (Продължи) to open the change-order workspace ("Preparing the workspace…"), or Cancel (Отказ). The award screen marks such a bidder "will be an extension" (ще бъде разширение). See Change orders and extensions.

Contracts for part of an offer

When a bidder won only some of the positions it priced, its contract must cover only those positions. BuildColab cuts them into a separate partial offer, labeled "Contract (part of the offer)" (Договор (част от офертата)). The screens cannot yet send a contract proposal for such a partial offer to another company. Ask BORO to prepare the partial offer and send the contract proposal; it shows an approval card before anything is sent. See What BORO can do.

The contractor's side: reviewing a proposal

The contractor finds a proposal in three places: the in-app notification "{partnerName} sent you a contract proposal for {contractName}", the banner You have a contract proposal (Имате предложение за договор) on the project page with the offer name and "Deadline: {date}", and its project phase Contract proposal (Предложение за договор).

1. Open the project and click Review the contract (Прегледай договора) on the banner. The page Contract preview (Преглед на договор) opens with the BoQ of the contract.
2. Check the BoQ. Categories (Категории) filters it; the full-screen button enlarges it.
3. Click View details (Виж детайли) to open the terms on the right: Task list (BoQ) with its total, Contract type, Payment method, Deadline, Advance payment and Warranty retention.
4. Answer with Accept (Приеми) or Decline (Откажи) at the bottom of the terms panel. The buttons are active only while the proposal is pending.

1. The header Contract preview (Преглед на договор) with the BoQ name.
2. Categories (Категории) filters the BoQ.
3. The state of the proposal; here Accepted contract (Приет договор), because this proposal has already been answered.
4. The terms panel: Task list (BoQ) with its total, contract type, payment method, deadline, advance payment and warranty retention.
5. Decline (Откажи) and Accept (Приеми) answer the proposal. They are active only while it is pending, so here they are greyed out.

How to accept a contract proposal

1. On Contract preview open View details and check every term and the total.
2. Click Accept (Приеми).

The toasts "Sending response..." and "You have successfully responded to the contract proposal." confirm it, and you return to the project page. What changes:

• The proposal becomes accepted and the contract is signed as version 1.
• Your offer becomes a contract and your project moves to the Execution (Изпълнение) phase. The contract appears under Contract with client (Договор с възложител), and you can create payment applications against it.
• The client gets the in-app notification "{partnerName} accepted the contract proposal for {contractName}" and the e-mail "{company} accepted the contract proposal" (BG „{company} прие предложението за договор“).
• On the client's side the contract appears under Contracts with contractors, it is linked to its package in the contracting schedule, and its positions become commitments against the client's budget. When every position of the request is awarded and every awarded offer has a signed contract, the request closes as Closed · awarded.

Accepting can also be refused with Some tasks are already under a signed contract if the client contracted the same positions elsewhere in the meantime. Contact the client.

How to decline a contract proposal

1. On Contract preview click Decline (Откажи).
2. Confirm Confirm action (Потвърдете действието): "Are you sure you want to decline the contract proposal? This action is irreversible." Click Decline contract (Откажи договор), or Cancel (Отказ).

The proposal becomes declined and the draft contract is deactivated. Your project phase becomes CONTRACT DECLINED (ОТКАЗАН ДОГОВОР). The client gets "{partnerName} declined the contract proposal for {contractName}" in the app and the e-mail "{company} declined the contract proposal" (BG „{company} отказа предложението за договор“).

Statuses

With BORO

BORO can create a draft contract, fill in its terms, send a contract proposal to a contractor on BuildColab, and answer a proposal your company received. Each of these shows an approval card first, and nothing is sent or signed until you approve it. See Approvals and background tasks.

Permissions and plan

Contracting needs a paid plan or trial on the client side. See Subscription, plans and billing.

Common questions

Related

• Awarding (whole or by line items)
• Comparing offers
• Contracts: signing, details and history
• Change orders and extensions
• Self-managed subcontractors and self-contracts