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
š” 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
š”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.
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)
How to Save a Template from a Proposal
In your Roofr Proposal:
Click the ā¦Menu
Select Save as template
š” 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
š” The template will be saved at the top of your templates page
What's Next?