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:
In this article:
How to create a Proposal from a Template
How to create a Proposal from scratch
How to save a Template from a Proposal
How to delete a Proposal
💡 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 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 Save a Template from a Proposal
In your Roofr Proposal:
Click the …Menu
Select Save as template
💡 You can choose to replace your current template or save as new
Name the template
Click Review sections
Select the sections you want to include and click Save template
💡 The template will be saved at the top of your templates page
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
