# Complete proposal details

URL: https://engiprose.com/help/create-a-proposal/proposal-details
Updated: 2026-09-13
Audience: member

Review the customer, dates, author, approvers, scope, and sub-consultant details before building your proposal.

The **Project details** step turns the information gathered so far into the
working record for your proposal. Review any details found in the RFP, fill in
what is missing, and confirm who will write and approve the proposal.

:::checklist title="Before you continue"
- Confirm the proposal title, customer, due date, and template
- Choose the assigned author and proposal approvers
- Review the scope summary
- Record whether sub-consultant input is needed
:::

## Review the proposal identity

Start with the **Identity** group. It contains the proposal title, customer,
proposal number, due date, project type, and template.

If EngiProse found a title or due date in the RFP, compare the suggestion with
the current value. You can accept the suggestion or keep your own value. The
proposal number is assigned automatically and is shown for reference.

The customer is required. Depending on what EngiProse found in the RFP, you
may be able to select a suggested match, choose between several possible
matches, or search your organization's existing customers. Organization
Admins can create a customer when no suitable record exists.

Review the selected proposal template and any suggested alternative. You can
keep the selected template or choose another available template. Use
**Project type** for a short description of the work when that context will
help the proposal team.

:::note
You cannot continue until a customer is selected. This connects the proposal
to the correct customer record and keeps customer-based search and reporting
accurate.
:::

## Choose the author and approvers

In **Authoring & Approval**, select the person responsible for drafting the
proposal as the **Assigned author**.

The **Approvers** list controls who must approve this proposal. Your
organization's default approvers may already be present. Add or remove people
to fit this proposal without changing the defaults used for future proposals.
See [Set default proposal approvers](/help/set-up-your-firm/default-approvers)
for the organization-wide setup.

## Confirm the scope and sub-consultant status

In **Scope & Subconsultants**, review the **Scope summary**. If EngiProse found
a scope in the RFP, accept the suggestion or keep your own summary.

Turn on **Requires Sub-Consultant Input** when part of the proposal depends on
an outside contributor. Then set the status to:

- **Pending** while you are waiting for their material.
- **Received** after their material has arrived.

Leave the switch off when no sub-consultant input is required.

:::annotated-figure src="/help-figures/create-a-proposal/proposal-details-1.png" srcDark="/help-figures/create-a-proposal/proposal-details-1-dark.png" alt="Project details, showing RFP suggestions for identity and scope fields, proposal author and approver choices, and pending sub-consultant input" caption="Project details with RFP suggestions and pending sub-consultant input" route="/proposals/$proposalId/setup/details"
1. RFP suggestions for the identity fields
2. Author and approver choices for this proposal
3. **Scope summary**: RFP-suggested work to review
4. **Pending**: outside contributor input is awaited
:::

## Save and revisit the details

During proposal setup, edits save automatically every couple of seconds.
After selecting a customer and completing your review, use **Next** to continue
to the proposal sections.

You can revisit **Project details** later. If you have editing access, select
**Edit**, make your changes, then select **Save**. Select **Cancel** to discard
the changes from that editing session.

::::faq title="Common questions"
:::q question="Why are some values already filled in?"
EngiProse can use the uploaded RFP and your organization settings to prepare
details for review. Confirm each value before continuing because the source
document may be incomplete or ambiguous.
:::
:::q question="Why can't I continue to the next step?"
A customer has not been selected. Choose an existing customer or, if you are
an Organization Admin, create the missing customer record.
:::
:::q question="Does changing this proposal's approvers change the defaults?"
No. The approver list on Project details applies only to this proposal. Your
organization's default approvers remain unchanged.
:::
::::