Origin — Solar, Roofing & Generators
Proposals & decisions

Recognizing when a proposal is not ready

A polished document cannot make missing inputs disappear.

A practical approach

Check whether the scope, measurements and key assumptions have received the required review. If an unresolved item materially changes the offer, explain why the proposal remains preliminary. Use the appointment to clarify the customer’s goals if that is still useful. Do not request acceptance of a result you cannot accurately explain.

Put it into practice

  1. Check required review status
  2. Identify material unknowns
  3. Keep preliminary labels visible

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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