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How to create a Roofr Proposal Template

Learn how to create a Roofr proposal template that streamlines your sales process. Include photos, measurements, materials, and details in your proposals that convert more leads into signed contracts.

Create stunning, re-usable proposal templates that include your branding, pricing structures, standard items and editable details, so you can send off professional proposals to your customers at lightning speed.

Want help building your Roofr templates? Reach out to our implementation team!

Before you begin:

How to create a Roofr proposal template

1) Create template

  • Navigate to the Proposals section of your Roofr dashboard

  • Select the Templates tab

  • Click New template

  • Name the template (this name will not be visible to your customers)

2) Edit option(s)

  • Name the option (this name will be visible on the final proposal)

  • Click Edit Option

  • Click Add item from catalog to include items in this template

  • Add all the items you want to include every time you create a proposal with this template

💡 Items must exist in your catalog in order to add them to a template. You can not edit catalog item details at the template level.

  • Click Save to finalize option.

  • Add an estimate option if desired by clicking the + next to Estimate in the side menu

💡You can select to add a new option manually or import an existing template to be included as an additional option. Your customers can choose which option they would like to purchase when viewing a finished proposal.

  • Add items to your additional option as needed

3) Adjust estimate settings

  • Select your profitability type (margin or markup)

  • Toggle on/off visible line item details (subtotals, quantity and/or unit prices)

  • Toggle on Multi-select options if you would like your customer to be able to select more than one option when signing

  • Toggle on Offer financing if you wish to offer financing on the proposals created from this template.

💡 Learn more about how to offer Goodleap financing on proposals

4) Add proposal sections

  • Click the + button at the bottom of the left hand menu

  • Photo section (optional): Add images directly to the template, or leave the section empty to add unique photos for each individual proposal

  • PDF attachments (optional): Include standard documents like terms of service, warranties, or company brochures that will appear in every proposal using this template

  • Custom text section (optional): Add personalized content such as payment schedules, project timelines, or special terms

    • Use dynamic fields in text sections to automatically pull in information from the associated job; including customer, job and insurance details

5) Edit cover

  • Click Cover on the left hand menu

  • Select or upload cover photo

  • Edit title (optional)

What's Next?

Supplier integrations: Connection guide

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