Learn how to create a project-specific Roofr proposal and effortlessly capture e-signatures to close deals with the click of a button.
Create a fully customized proposal in minutes with your pricing, that automatically pulls measurement data from a Roofr Report so you don’t need to calculate your materials ever again.
Want help building your Roofr proposals? Reach out to our Implementation team!
Before you begin:
💡 If you don't have a template set up yet, Roofr will prompt you to choose a pricing format when you create your first proposal:
- Line Item Pricing – go to Roofr Jumpstart to build out your proposal.
- Per Square Pricing – go to a template with a single Roof Replacement line item to get you started quickly.
From there, you can customize your proposal to fit the job.
How to create a Roofr Proposal from a template
Create proposal
- Navigate to the proposals tab of a job card
- From a job with a completed measurement report, click + Proposal
- Select the report you wish to use and click Use this measurement
- Select the template you wish to use and click Use this template
💡 Roofr compiles your proposal by combining the roof measurements from your report with the material amounts specified in your catalog items and template.
Customize proposal
- Use the side panel to add an estimate option if desired
-
Click the + button to add optional photos, PDF’s, text pages or the measurement report
- Use dynamic fields in text sections to automatically pull in information from the associated job; including customer, job and insurance details
-
Edit Estimate settings in the right side drawer
- Including; profitability type, show/hide line item details, toggle on multi-select, toggle on quantity rounding, offer financing
- Click the Supplier button to select the supplier and branch you would like to use for the items in this proposal (optional)
- Add an optional cosigner by clicking Add cosigner in the left menu
Preview and send
Sign Now: Allows your customer to sign in person, right on your device
- Click Preview to view your proposal
Send Proposal: Send the proposal link to your customer via email to sign
- Click Send
- Review/edit the email and click Send proposal
💡 In either case, your customer will receive a signed copy of the proposal. You can “cc” yourself on the proposal send to receive a copy AFTER the proposal is signed.
- View the time-stamped status of your sent proposal in the job card by clicking the drop down arrow under the proposal listing
How to create a Roofr Proposal from scratch
1) Create proposal
- From the proposal section of your Roofr dashboard, click + New proposal
- Select the measurement you would like to use for the proposal, or create without measurement
a. Create with measurement
- Select the measurement you would like to use for this proposal
- Select the template you would like to use
b. Create without measurement
- Enter the job address (this will also create a new job)
-
Select an existing template or, create without template
- When creating without a template, you will produce a completely blank proposal and will need to add all items and make edits manually
- When creating with a template, you will need to edit the option manually to specify the quantity of items needed.
2) Customize proposal
- See above
How to delete a Roofr Proposal
- From the proposal listing, click the … Options menu and select Delete
- Deleted proposals will be permanently deleted from the system along with associated metrics
- Customers will still have access to their signed proposals
- Any documents create FROM a deleted proposal will still exist in the Roofr account