How to Create a Proposal

What it does: Allows you to create a professionally designed proposal that you can send to prospective clients in minutes.

Purpose: Saves you time by creating a beautiful, professionally designed proposal on an easy to use platform. 

• Allows you to pull items from your catalog
• Allows you to easily add / remove items from the proposal
• Your clients can sign the proposal digitally from any device
• Close more deals in less time
• Track all proposals and their status in one location

Prerequisites*:  None, but a catalog is recommended.

*Requirements to create a proposal.

Available On: Free, Pro, Premium & Elite Plans

‍

Creating Your First Proposal

Step 1: Creating a Proposal without a Measurement Report

Log onto your Roofr dashboard and click the “Proposals” button on the left side navigation.

If this is your first proposal click the “Create proposal” button. Otherwise, click the “New proposal” button.

You’ll be greeted with a module prompting you to use a Measurement Report for this proposal. For our purposes in this article, we’ll skip this by clicking “Create without measurement.” To learn how to create a Proposal with a Measurement Report, click here.

‍

Next, enter the job’s address.

After that, click the “Create without template" button.

‍

‍

Step 2: Add Items for this Project

Begin to add line items by clicking the “Add item” button. From there, you can either select an existing item from your catalog, or create a description for a new item and select “Add new item”.

‍

‍

Note: You can also easily create powerful scope of work quotes using your per square pricing model.

‍

Next, if the item is new you’ll need to type in the unit cost per item. For example, if you’re selecting a “Starter Strip Shingle” you would add the cost for only one bundle.

‍

Note: Your “unit cost” is your cost to purchase this item, not the amount you are charging your customer. 

‍

Then, select the total quantity needed of the item to complete this job.

Next, select the waste percentage you want to assign to this item.

Then, select the tax percentage. This is the tax amount you will be charging your customers.

Repeat these steps for as many items as you would like to include in your proposal.

‍

‍

Note: Don’t forget, if you add any new items to this proposal, they won’t save under your master catalog. 

‍

Step 3: Set Your Margins and Pricing

Once you have added in all the items for the job, you can select your margin. This is how much you would like to earn for the job. This can be anywhere from 0-100%. To include individual margins, click the “link” button on the item and update.

‍

‍

To include pricing click the toggle button at the top of the page.

Once you’re done, click the “Review and send” button.

‍

To learn how to send a proposal, click here.

Calculating Margin

To calculate the margin, take the subtotal price and remove the unit costs. Then, take that number and divide by the subtotal price again to get your margin. Here’s how to calculate your margin based on your desired profit: 
‍

Unit Cost: $1,500

Desired Profit: $750

Desired Total Revenue: Unit Cost ($1,500) + Desired Profit ($750) = $2,250

Desired Profit ($750) / Desired Total Revenue ($2,250) = 0.333 

0.3333 * 100 = 33.3%

‍

‍