How to Customize a Proposal

‍What it does: Allows you to make changes to a proposal by updating the cover image, layout, adding pages, and more. 

Purpose: Provides you with the tools to customize each proposal.

• Update your cover photo and layout
• Upload a PDF to include in the proposal
• Add a text-only page 

Prerequisites*:  A proposal must have been drafted.

*Requirements to customize a proposal.

Available On: Free*, Pro*, Premium & Elite Plans

*E-signatures and cover image + template selection are not available on these plans.

Here’s how it works:

‍Step 1: Log in to your Roofr dashboard and click the “Proposals” button on the left side navigation.

Step 2: Click on the proposal you want to customize.

Changing Cover Image & Layout

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

*Not available on Pro plans.

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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”.

Editing Proposal:

If you need to make a change before sending the proposal to your client here’s how:

Before sending the proposal: You can always come back and edit the proposal at any time before sending it to your customer. 

1. Go to the “Proposals” page, click on the desired proposal, and make any edits required. 
2. Then click the “Review and send” button.
3. Then click the “Send to customer” button and add a note.  
4. Then click “Send proposal” to send off to your customer.

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On the “Send to customer” screen: 

1. Click the “Continue editing” button on the “Proposal Review” screen. 
2. Make any edits desired and then click the “Review and send” button. 
3. Next, click the “Send to customer” button and add a note. 
4. Click “Send proposal” to send to your customer.

After sending the proposal: 

1. Go to the “Proposals” page, click on the desired proposal.
2. Click the “Edit proposal” button on the top right and click “Cancel signature request and edit”. 
3. Make any desired edits and then click “Review and send”.
4. Next click the “Send to customer” button and add a note.
5. Click “Send proposal” to send off to your customer.

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To learn how to create a proposal, click here.

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