Proposals

How to Create a Proposal Template

Learn how to create a proposal template that you can re-use on future proposals.

Last updated
June 17, 2021

What it does: Creates a re-usable, editable template for proposals.


Purpose: Allows you to create proposals extremely quickly by pulling items from your catalog.

  • Pre-populates items and their coverage, unit costs, and tax when creating a proposal
  • Allows you to create proposals in a few clicks
  • Allows you to include additional pages (Terms & Conditions, etc.) that are reused frequently


Prerequisites*:  

*Requirements to create a proposal template.


Available On: Pro, Premium & Enterprise Plans

Here's how it works:

Step 1: After you log onto your Roofr dashboard, click theProposals” button on the left side navigation.

Step 2: Then, click “Templates” on the top navigation bar. 

Step 3: Next, click the “New template” button.

Step 4: You can begin creating your template by clicking the “Add item from catalogbutton

Step 5: Next, click on the item you would like to add to this template. If you have a lot of items to sort through, start typing the item's description for it to pop up.


Note: The rest of the item’s information like measurement, coverage, unit cost, and tax should pre-populate based on the information you included in your catalog.

Step 6: Repeat these steps for as many items as you would like to include in this template. 

Step 7: If you want to remove an item from your catalog, just click the “x” button,  and then click "Remove" to confirm. 

Step 8: If you want future proposals created from this template to show pricing information by default, click the “Show pricing on proposal" button.

Note: The information you add to this template can be edited in future proposals. 

Step 9: Once you’ve finished creating your template, click the ‘Save and close” button.



Changing Cover Image & Layout

  1. Click the “Cover” button, and select the image and layout you prefer. 


Adding a Page

  1. Click the “Add page” button on the left side navigation. 
  2. Select between uploading your own PDF, or adding a text-only page
  3. To upload a PDF, select the PDF file you would like to upload. Next, rename the page title.
  4. To add a text-only page begin by renaming the page title, and add any desired information/text to the text block.


Deleting a Page

  1. On the proposal editor, click on the page you would like to delete on the left side navigation. 
  2. Scroll to the bottom of the screen and click “Delete page”.


Naming Template:

  1. If you would like to name or rename the template, click the edit button at the top of the page and type in the desired name.


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