Your docs, your branding
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.
Pre-built blocks
EVERYTHING INCLUDED IN THIS TEMPLATE
Visually attractive cover
No matter which industry you're working in, the first impression always matters. In this roofing proposal template, the first thing your client sees is a nicely designed cover. You can even use the photos of your work or the ones we have pre-selected for you. You can change everything, from the text, logo, and background image to make it a better fit for your needs.
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Pre-written introduction section
In business as tough as construction, start-to-finish explanations and details are important for clients to understand what exactly they can expect from their upcoming project. Fortunately, you no longer have to stress over the best ways to introduce your business.
Our pre-written introduction section can be easily edited and applied to both, residential roofing and commercial roofing. You just need to add a few client specifics and that's it.
Like everything else in this proposal, it's completely editable - the colors, the text, images, layout - everything.
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Processes and timelines
Not everyone can understand the roofing business specifics by just reading about them. Therefore, our plan of action section is already divided to fit the perfect amount of information, while staying so visually appealing that everyone can follow it. You just have to adjust it to suit your exact sales process.
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Case study example
To show your clients exactly what your roofing contractors do and what kind of results they can expect, you should include successful roofing projects in this proposal. It shows that you understood their wishes and your company can come up with a practical solution.
In this roofing proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.
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Pricing
Communicating your rates cannot be overstated. Use our quote generator table to assist you in listing your labor rates, roofing materials, and other job costs or services you wish to make transparent to your client.
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Next steps with digital signing
While customer traffic is essential, a common pitfall is the lack of communication when handling many customers at once. To shed some of this burden, use our 'Next steps' page to explain to your clients exactly what the next steps are and to allow them to digitally sign the proposal right away.
Our digital signatures are 100% legal and compliant. When your client signs, you can see their digital signature certificate in your Better Proposals account.
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Pre-written contract
Every roofing company needs to make sure a contract covers their work, and yours shouldn't be an exception. Our Terms and Conditions page has been written specifically with roofing services in mind; however, if it doesn't suit you entirely, it is as customizable as the rest of this proposal.
We're not legal professionals, but if you don't have any terms written by now, this will likely be a great start. That said, get a legal professional to read it over.
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Take payments from your clients
Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.
Using our integrations with Stripe, PayPal, and GoCardless you can take a payment from your client the moment they sign your proposal.
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