Proposals
Create quotes and close deals
10 articles
Create and Manage Proposals
From draft to details
- How to create a Roofr Proposal TemplateLearn 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.
- How to create a Roofr ProposalLearn how to create a project-specific Roofr proposal and effortlessly capture e-signatures to close deals with the click of a button.
- How to customize your Roofr proposalLearn how to customize and enhance your proposals to better serve your clients and streamline closing deals.
- FEATURED • How to manage Change OrdersChange Orders allows users to clearly document and manage changes to the original scope of work on a Roofr Proposal.
- How to create a proposal on Roofr MobileLearn how to create a project-specific Roofr proposal on your mobile device and effortlessly capture e-signatures to close deals on the road.
- How to customize your Proposal on Roofr MobileLearn how to customize and enhance your proposals on your mobile device to better serve your clients and streamline closing deals.
- How to add a report to a Roofr ProposalLearn how to add the related measurement report directly to your Roofr proposal and edit the viewable pages.
- How to edit Measurements in a ProposalLearn how to edit your measurement details directly in a proposal to provide flexibility while drafting your quote.
Manage Profitability
Get down to the numbers
- How to set profitability on your proposalsLearn how to set profitability minimums and defaults to ensure your team doesn't send a proposal that isn't profitable.
- Margin vs. Markup in Roofr proposalsMarkup and margin are two different ways for expressing how profitable a job is. Specifically, they’re used to calculate/communicate gross profit.