How to Set Profitability Minimums on Your Proposals

What it does: Allows admins to set profitability minimums and defaults for proposal templates to ensure that every proposal sent using a template is profitable.

Purpose: Allows admins to ensure that their team won’t send a proposal that won’t earn a profit.

Prerequisites:*  None, but you must be an admin to make these changes.

Available On: Premium & Enterprise Plans

Access: Admins Only

Here’s how it works:

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How to Select Between a Profit Margin or Markup on Proposals

Step One: Log on to the Roofr dashboard and click “Settings” on the bottom of your left side navigation.

Step Two: Select “Company Profile” in the top navigation, and scroll down to the bottom of the page.

Step Three: Under “Settings” there will be a dropdown option for “Profitability Type”. Select either Margin or Markup.

Note: Only team admins will have access to make this change. This change will update for all team members and on all proposals and proposal templates.

Step Four: Click “Save changes” once you’ve selected your profitability type.

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How to Set Your Default & Minimum Profit Margin or Markup

Note: Only admins will be able to set default and minimum profit margins/markups.

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

Step Two: Next, select “Templates” on your top navigation.

Note: You can only set your default and minimum profit margin or markup at the template level. You must select your desired default profit margin or markup for each proposal template.

Step Three: Select the template you would like to add your default profit margin or markup to, and click on it to edit.

Step Four: On the bottom right of the template editor you’ll see “Profitability Settings”. You’ll see the profitability type based on what you selected  (“Margin” or “Markup”) in your Company Settings.

Step Five: Select the slider button to include your default and/or minimum profit percentages.

Step Six: In the text field, type in the percentage you would like to include for your default and/or minimum profit percentages.

Note: Your minimum must be less than or equal to your selected default profit margin or markup.

Step Seven: Once completed, click the “Save and close” button on the top left of your screen. Repeat steps 3-7 until you’ve added your desired default and/or minimum profit percentages to your template(s).

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How to Manually Update Your Proposal Subtotal

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

Step Two: Select and click on the proposal for which you would like to update your subtotal.

Note: If you haven’t created a proposal yet, click here to learn how to create your first proposal and then follow the below steps.

Step Three: Once you’re on the “proposal editor” screen, click on the “Adjust” hyperlinked text next to “Subtotal” on the bottom right corner of the page.

Step Four: In the “Subtotal” text field, enter your desired subtotal for this project and then enter in the tax percentage. Once entered, click “Save” to update your subtotal.

Note: If your subtotal falls below the minimum profitability threshold, admins will receive a warning before changes are saved. Team members will receive an error message, and won’t be able to save a subtotal that falls below the minimum profitability threshold.

Step Five: Once your desired subtotal is saved, click “Save and close” to go back to your main proposals dashboard, or click “Preview and Send” to send the proposal to your customer.

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