February 26, 2024

Going Digital: A Guide to Online Roof Proposals

Beat your competition and WOW homeowners with beautiful proposals that are built online.

Time to read:
3 minutes
Written by
Jennifer Cote

Efficiency and professionalism are key for roofing businesses striving to stay ahead of the curve — and to stand out from the competition. Enter digital roofing proposals.

Roofing proposals are how roofing contracts win over customers and sell roofs. Today, there are so many online and digital tools that can help you put together beautiful roofing proposals quickly.  It may seem like a small thing, but how you send and craft proposals can be a game-changer for your business.

In this blog, we're covering:

  • What makes digital of proposals better
  • Benefits for your business
  • Selecting software for crafting roofing proposals
  • Roofr's Proposal tool

What are digital roofing proposals?

Roof proposals are what you send to a customer to outline the job you'll do for them and how much it will cost. Digital roofing proposals are when these proposals are built and sent online.

Some roofing companies will write out a proposal by hand, and then scan it to the computer and email it. That is not the same as a digital proposal. A true digital roofing proposal is created entirely online, typically using automation or pre-filled features. 

There are a number of tools, like Roofr, that can help you create, track, and manage all your digital proposals.

The #1 reason digital proposals matter

There are a lot of benefits to digital proposals (which we'll explore below), but there is one key reason why digital proposals are better than hand-written ones:  They can win over homeowners quicker and land you more jobs.

We know that in roofing, price doesn't really impact what contractor a homeowner goes with. They're willing to spend more on a roof. It all comes down to trust. A clear and well-written roofing estimate builds trust, while a crumpled one-page document in a truck does not.

graphic showing two types of roofing proposals

Using an online tool to build proposals helps you send documents that show care and attention to detail. Right or wrong, homeowners will use your proposal as a way to decide how your work will look. Messy proposals? Messy installation.

The Benefits of Using Digital Proposals

Aside from that #1 reason — they can help you win more jobs — there are a few other benefits to digital proposals that you should know.

They save you time

With digital proposals, roofing companies can automate the proposal creation process, leveraging satellite measurements to generate accurate quotes swiftly. When used properly, digital proposals can free up time for you to focus on other parts of their business.

Roofing proposal templates help you work faster

Digital proposal software typically offers a range of customizable templates, enabling you to create polished, professional-looking proposals with minimal effort. Templates save time by automatically including your terms, sales team contact info, and business info in every proposal. This eliminates the need to add them manually each time.  They make sure you are consistent in what's in your proposals, no matter who's making them.

Easy to scale and grow

As roofing businesses expand their operations, scalability — the ability to grow and duplicate a process — becomes increasingly important. Digital proposal software offers an easy way to grow without complexity. Everyone in your company can create more proposals without adding extra tasks to their workload.  Having a platform for proposals can streamline workflows, making it easier to grow without sacrificing efficiency or quality.

Help you stand out from your competition

In a competitive market, standing out is key to success. Digital proposals give you an edge to stand out from the competition. Modern, professional-looking proposals that impress homeowners and convey a sense of skill can set you above the rest — and win you more jobs.

Collect online payments from homeowners

Many digital proposal platforms, including Roofr, offer seamless integration with online payment systems. This integration allows homeowners to accept proposals and make payments online, simplifying the transaction process and enhancing the overall customer experience.

Improve your speed-to-lead

By leveraging digital proposals, roofing companies can respond to homeowner inquiries quicker. If you use tools like templates or satellite measurement integration, you can really reduce the time it takes to convert leads into customers. This improved speed to lead can translate into more jobs won and increased revenue for the business.

How to Select Software for Digital Proposals

When evaluating software for digital proposals, these are some of the questions you should ask:

How easy is it to use? Look for software that is user-friendly and intuitive, with a clean and intuitive interface that makes proposal creation and management a breeze. Drag and drop features for example, could be a good feature to look for.

Does it work with other tools? Choose a platform that seamlessly integrates with other tools and systems used in your business, such as roofing material ordering, CRM software, project management tools, and online payment systems.

Can I customize the proposals? Ensure the software offers a range of customization options, including templates, branding options, and the ability to tailor proposals to meet the unique needs of each homeowner.

How secure is their software? All of your customer info will be stored in their database. So, security is super important. Prioritize software that prioritizes data security and compliance with industry standards, safeguarding sensitive homeowner information from unauthorized access or breaches.

What support do they have, after you purchase their software? Choose a software provider with good customer support, training resources, tutorials, and live assistance. Having access to these resources can make it easier for you to learn and use the software effectively. Make sure to select a provider that offers these services to ensure a smooth experience.

Digital Roofing Proposals by Roofr

Roofr's digital proposal system is an easy-to-use and all-in-one solution designed specifically for roofing professionals. Roofr's proposals have a wide range of features and benefits to streamline the proposal creation process and enhance the customer experience so you can really WOW your customers.

Proposals integrate with their digital measurements to really simplify your proposal process. Plus, the Proposal tool is built to fit in with the entire CRM system. Roofr isn't just roofing proposals: It's the only tool you'll need to run your roofing business.

With Roofr, you will:

  • generate accurate quotes quickly
  • Get access to customizable  roofing proposal templates to create professional-looking proposals quickly
  • Other features like material ordering and online payments
  • Customer communication
  • So much more.

Roofr was built to be functional and secure. Explore the Roofr features, try it for free today, or book a call with our team to see Roofr in action.

Digital proposals: The key to a successful modern roofing business

Digital proposals represent a powerful tool for roofing companies looking to streamline their operations, enhance customer interactions, and drive business growth. By leveraging the benefits of digital proposal software like Roofr, companies can save time, improve efficiency, and differentiate themselves in a competitive market, ultimately achieving greater success and profitability in the long run.

For more tips and guides to digitizing your roofing business, check these out:

Roofr's Instant Estimator: A Guide

How to start a roofing business (+ how to write a business plan)

Everything you need to now about roofing CRMs

Join Roofr, get a free roof measurement report
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