Why This Matters

Converting a proposal to a project is the moment a deal becomes real. This step moves everything from sales to execution seamlessly.

What You'll Need

Step 1: Create A Roofing Project From A Proposal

Step 2: Create A Roofing Project From A Proposal

Step 3: Create A Roofing Project From A Proposal

Step 4: Create A Roofing Project From A Proposal

Step 5: Create A Roofing Project From A Proposal

Step 6: Create A Roofing Project From A Proposal

Step 7: Create A Roofing Project From A Proposal

💡 Roofing tip: Double-check your material quantities before ordering — measure twice, order once.
📋 Stay organized: Keep your roofing customer records up to date for faster proposals.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.
📝 Proposal tip: Always preview your proposal before sending — first impressions matter.

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Materials not showing	Check that materials are properly set up in your roofing database with pricing enabled.