Learn how to quickly add a co-signer to a proposal, and capture their e-signature.
What it does: Allows you to add a co-signer to your proposal.
Purpose: Capture your homeowner and co-signers e-signature from anywhere.
Prerequisites*: A proposal must be created.
Available On: All plans.
Step One: After you log onto your Roofr dashboard, click the “Proposals” button on the left side navigation.
Step Two: To create a new Proposal click “New Proposal”, to add a co-signer to an already created proposal click on the desired proposal in your proposal list. If you’re creating a new proposal, follow the steps until you get to the proposal editing screen.
Step Three: Once you’re on the proposal editing screen, click the “Add Co-Signer” button in the top left corner, right under the customer’s contact information.
Step Four: Enter in their information including name, phone number, and email address.
Step Five: Once you’re ready to send your proposal via email, click the “Preview and Send” button in the top right corner.
Step Six: Review your proposal, and once ready to send click the “Send to Customer” button.
Note: If you’re with your customer and co-signer in-person, click the arrow next to “Send to Customer” and click “Sign now by customer”.
Step Seven: Review to ensure that all their information is correct (email, etc), attach a message and then click “Send Proposal”.
Step Eight: You’re done! The proposal will be sent to your customer first to gather their e-signature, once complete, an email with a signature request will be sent to the co-signer to review and e-sign.
Learn how to add multiple signatures or initials to text sections in a proposal.