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.
*Requirements to create a proposal template.
Available On: Pro, Premium & Enterprise Plans
Step 1: After you log onto your Roofr dashboard, click the “Proposals” 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 catalog” button.
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
Adding a Page
Deleting a Page
Learn how to create a proposal using a measurement report for auto-populated item quantities.