This [Free] Roofing Proposal Template Won $18M of Business

EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisRoofing Proposal 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. All 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 Payment from Your Client

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 payment from your client the moment they sign your proposal and then, if needed, start a subscription.

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Free Roofing Proposal Template That Wins Clients

A look at everything in thisRoofing Proposal Template

Visually Attractive Cover

Pre-Written Introduction Section

Processes and Timelines

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

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Your questions, answered

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