How To Write a Roofing Quote That Converts

What does a high-quality roofing quote or proposal look like? See for yourself! Get tips for writing proposals and see a roofing proposal example.

Whether or not you win a job depends on a lot of factors. Homeowners pay attention to the level of service provided and the materials used, of course. But one of the most overlooked parts that can win you a job is the roof proposal or quote you give a homeowner.

Homeowners hiring a roofer compare an average of three quotes before making a decision. And when surveyed, two thirds of U.S. homeowners ranked a professional estimate in their top 3 trust factors when deciding whether to hire a roofer. 

The accuracy, level of detail, and professionalism of an estimate hugely affect a homeowner's trust in you. Giving a personalized, high-quality quote helps you stay memorable and stand out from the competition. 

If you need to rethink your proposals and write roofing quotes that consistently win work in 2026, here’s your guide. We’ll tell you what to include, show examples of high-quality quotes that convert, and help you make it a fast, repeatable process that you can do in minutes, again and again. 

Read on, roofers. 

By the way

Did you know you can build incredible digital estimates in Roofr? And that 66% of all Roofr proposals sent in 2025 won the job? We'll get into that too.

The difference between estimates and quotes

Although roofers use these phrases kind of interchangeably, they have some key distinctions.

An estimate for roofing is what a contractor estimates the general cost of a project to be. The project's actual cost may be higher or lower than the stated estimate. You can give a verbal estimate after a roof inspection, provide one over the phone, or email it. Roofr's Instant Estimator is a great way to visualize the purpose of an estimate. It's usually the first step before a homeowner asks for a quote. They're just getting an idea of price.

Meanwhile, a roofing quote — also called a bid, or a proposal — is a detailed document that covers the project and makes the work official. Once signed, it acts as a contract. A quote or proposal should never be verbal.

Although we make this distinction, many roofers and homeowners do refer to quotes as estimates. Be careful with your language when talking to homeowners. When they ask for a quote, it's the detail they're looking for. For the purpose of this article, we're talking about the quote: the detailed document that homeowners use to choose a roofer.

Digital vs. paper quotes: what closes better?

Digital quotes are PDF files or interactive estimates hosted online. They’re sent to the homeowner via email or text, often through your roofing CRM. 

Digital quotes way outperform handwritten or basic paper quotes for many different reasons:

  • They look much more professional and build more trust.
  • They're easier for homeowners to review, compare, and share.
  • They're easier to track: you can see when they've been opened.
  • They let you collect an electronic signature. No paperwork required.

64% of homeowners say their roofer's digital tools improved their project experience. A polished digital quote shows the homeowner firsthand how professional your operation is, and what they can expect in terms of quality workmanship. 

By the way: sending a digital quote doesn’t mean an in-person presentation can’t also happen. For some customers, especially folks of an older generation, it can go far to sit at the kitchen table and walk through everything step-by-step. Just consider doing it on a tablet or a device instead of printing paperwork.

The value of quality roof quotes

In one Roofr Report podcast episode, a homeowner made this observation:

"I had no digital proposals, and one proposal I got was a scanned form. I think that they reused the form because you could see where they had taped pieces of paper over it to reuse it. It was kind of crooked when it got emailed to me. And so I know it was not a fresh piece of paper or contract. It made me wonder what kind of care and attention they'd have on my roof."

The quote you give is one of the first major impressions you can make on a homeowner. They can either build that trust up, or tear it down.

Quality roof quotes can also make you stand apart from the competition. In the same episode, the homeowner said:

"It would've absolutely blown me away if I would've gotten a nice, beautiful digital proposal with a picture of my house on the front and my name. I would've just signed just because it looked good. Modern homeowners: We're impressed by little things like that. None of the other roofing companies were doing that, so they would have stood out to me."

Example of a high-quality roof estimate

Here's a solid example of a modern roofing proposal or estimate.

This estimate was built using Roofr's proposal tool. You can customize the estimate for your company and build templates that make proposal creation super easy. Roofing companies build proposals quicker with Roofr's proposal tool — and win more jobs.

What should you include in a roofing quote?

While you can customize your roofing proposals or quotes for your business, there are a few features that should 100% be included.

Company contact info

Make sure the homeowner knows what roofing company the quote is from. Most homeowners will get 3+ quotes, so put your branding and contact info up front and center.

Include your roofing company’s name, address, phone number, and email address.

BONUS: Go one step further and do a whole "about us" page in your estimate! Tell your story and make yourself memorable.

A full, detailed scope of work

You'll want to include a detailed outline of what you'll be doing on the roof. You roof every day, but homeowners don't. If it's not in the work description, they won't know you plan on doing it.

Include roof components, the type and thickness of the underlayment, the positions of the flashing, and even the size of the nails and fasteners.

If you found any major damage or concerns in your inspection, put that in the work description too. A few examples include water damage, second (or third!) layers of shingles, rotting sheathing, etc.

Be sure to include any clean-up actions, post-installation follow-up, guarantees, inspections, and anything else.

Remember:

If you have it on your quote and your competition doesn't, you look far more thorough in comparison. Homeowners typically go with the roofer they trust most. Not the cheapest option.

Approximate timeline

Be VERY clear with homeowners on how long their roof will take. Include a project's start and anticipated completion dates. If you require homeowners to be home during the installation, be clear on that, too.

It's always wise to include a condition that any additional damages found on the roof could impact the timeframe.

Materials needed

This is pretty self-explanatory. Cost estimation requires considering all materials that will be used to do the work. That usually includes asphalt shingles, flashing, vents, and underlayment at the very least.

The amount you'll need depends on the roofing square footage and waste factor, among other things, so make sure to get your measurements right.

If you have all your materials and pricing prepared in your CRM of choice, it becomes a lot easier, less risky, and less time-intensive to get a quote out. If you order through a major supplier, like ABC Supply, QXO, or SRS Distribution, you can even set up material ordering through Roofr so you always have the latest pricing and inventory info handy.

Cost breakdown and payment terms

You definitely want the big, final roofing cost number in an easy-to-read place, but we encourage you to break down that cost, too. Doing line items in a cost breakdown builds transparency, educates homeowners, and proves they can trust you.

Include categories like: 

  • Labor costs
  • Shingles, flashing, and other material
  • Bin rentals
  • Travel costs
  • Underlayment
  • Waste factor

It's much better to be too detailed than to be too vague. If there's a cost involved, make it a line item.

Waste management

The removal and cleanup of waste materials are part of repairing or replacing a roof, and your quote should consider these costs. If you take any special steps for waste management, you should include that info too.

Permits

Depending on where you work and where the job's located, local and city building codes may demand permits for a roof repair or replacement job. If so, include that in the quote so homeowners know you've done your homework.

This is a key example of how a thorough quote can help you stand out from the competition. Imagine that no other roofers include permits but you do. That can put doubt in the homeowner's mind about the professionalism of your competition.

Licensing

Proof of your roofing license and evidence of liability insurance and workers' compensation should be included in your roofing bid. This demonstrates your reputation and work authorization.

Homeowners should be able to see the insurance and licenses on the quote so that they can verify your legitimacy. Customers are more likely to go against hiring a roofing contractor who doesn’t take necessary precautions.

If you roof in an area without any required licensing, adding customer quotes, reviews, or other social proof helps build that trust.

Warranty

Be sure to include a complete description of any warranties offered in your quote. Be sure to include:

  • How long it lasts.
  • Whether it can be transferred if they move/sell the home.
  • Steps to take if they have any concerns about their roof.
  • Anything they need to do to keep up with the warranty, like booking a yearly inspection.

Terms and conditions

Finally, protect yourself by stating how long the quote is valid (usually 30 days). It’s also wise to consult a lawyer or review your local / state laws, then include clauses specifying who is responsible for what, or what happens in a given scenario. 

It only takes getting burned once to understand how very important this is. Do the legwork early.

Roof quote best practices

We've covered the roof quote basics. Here are a few other things to keep in mind when writing your quote.

  • Your roofing quote should be based on the nature of the work you'll do for the client. A more expensive estimate will involve slightly more extensive work, or may require a total roof replacement. Be sure that your quote reflects the work, the roof, and the client's needs.
  • Depending on how far away you are from the client, include transportation expenses in your roofing quote.
  • For a very steep roof, think about adding a safety plan or precautions your team will take during roof installation.
  • Identify the type of roofing material and any specific requirements for that material. For example, if the homeowner's getting a metal roof for the first time, use your quote to educate them on maintenance, potential hazards, things to watch for, and recommendations for inspections.  
  • If you offer additional add-on upgrades like gutters, siding, or windows, include that too! The homeowner may jump at the chance to get it all done at once.
  • When choosing between a roof repair and a full roof replacement, some clients may ask why you suggest a particular course of action. To help your clients make more informed choices, you should have estimates that cover either option, and make it clear why one is preferable or recommended by you.
  • You may also want to include a good-better-best quote to give homeowners different options. Providing options keeps the homeowner in the driver's seat and in control. It'll establish you as an educational roof partner, not just a salesperson.

Sample roofing quote

Now, you can take all the above and throw it onto a word doc or into a slide deck. But without some care and polish, that’s still not professional. It won’t go far with homeowners. 

You can cross all your t’s and dot your i’s, but for the full package, you also need to bring a clean, visually readable, intentional design. Make the homeowners feel important and valued. A word doc tells the homeowner “your business isn't worth much to me.” Take the time to build templates and create a beautiful digital proposal instead. 

Once again, here's an example of what you can do with Roofr. 

Not to say that Roofr’s the only tool that can do this — but you’ll be hard pressed to find something more versatile, easy to use, and professional looking than this. Once you have your branding, templates, and pricing locked in, you can get these out to customers within minutes

How to build a roof quote

To save time and effort, and ensure you get a consistently professional proposal every time, build yourself templates that you can duplicate and customize for each job. 

Please, please, please do not handwrite your proposals. It’s 2026. Here’s why it’s a bad idea: 

  1. There's way too much information to include. It'll take you forever to write it by hand.
  2. Homeowners expect to receive branded, professional-looking digital quotes. If you give a handwritten estimate, they will question your level of skill or professionalism.
  3. Your competition is not doing hand-written proposals.
  4. It's so much easier to build digital proposals and email them to homeowners. Especially with tools out there to help you build them.

However you build your quotes, follow the info and tips in this article to make sure everything important is included. Missing important information in your proposal will lose you work at best... and could get you in legal or financial trouble at worst.

Using Roofr to build digital quotes and roof proposals

Having clean proposals that are quick to build and customizable will not only save you time, but help you stand out to homeowners and win you more jobs. 

Roofr's proposals are an industry-leading example of great roof estimate templates. Make them your own, add in your own details and pricing, and win more bids.

If that doesn’t sell you, this will: 66% of ALL Roofr proposals that were sent to customers in 2025 won the job. Most roofing businesses will never achieve close to that close rate. But it goes to show how important a great proposal really is. 

Roofr lets you generate quotes using a predefined price list and perform automatic material calculations using a measurement report. You can also get a roof report within hours or create one yourself in minutes using a drone, satellite, or blueprints. Send high-quality, professionally prepared proposals to your client in just a few clicks.

Try Roofr for free today

Register for a free account using the link at the top of this page, or click here to book a demo with our team.

Talk to an expert

FAQs: Roofing quote questions answered

What should a roofing estimate include?

A roofing estimate should include your company and license info, the property address, a detailed scope of work (materials, quantities, labor), total price with payment terms, warranty information, and a validity period. The more specific, the better.

How long should a roofing estimate take to prepare?

With proper measurement data and good estimating software (or a CRM), you can prepare a complete estimate within 20 minutes of a site visit.

How long is a roofing quote valid?

Most contractors set a 30-day validity period. During peak season or when material prices are volatile (post-storm, supply disruptions), 2 to 3 weeks is reasonable. Always state the validity period clearly on your proposal.

Should I give a roofing estimate for free?

Yes, in nearly all residential markets. Free estimates are the industry standard and the expectation for homeowners. If you're busy enough that you can afford to charge for estimates, you're in a unique position, and hey, good on ya.

How do I get homeowners to accept my roofing quote faster?

Follow up within 24 hours of sending. Make accepting easy: offer electronic signature with adigital proposal tool. Respond to questions quickly.

About the author

As Roofr's Content Marketing Manager, Joel writes thoughtful, researched articles made to help roofers grow. With over a decade in comms and content marketing, Joel knows how to tell stories that people actually want to read.