Using the ABC Supply Integration in your Roofr Proposals

Before creating a proposal with your ABC Integration, make sure you’ve:

✅ Connected your ABC Supply account on the Roofr Integrations page

✅ Connected your catalog ites with their corresponding ABC Supply items

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Roofr's integration with ABC Supply makes it easy to apply real-time pricing to your proposals. Follow these steps to get your proposals set up:

1. Set Up Your Catalog with ABC Supply Pricing

Start by going to the Catalog tab on the left side of your Roofr dashboard. Here’s where you link your line items to ABC Supply pricing.

• Check Your Line Items: Look for the ABC logo in the Supplier column next to your line items—this indicates that they’re linked to ABC Supply pricing.
• Review Line Item Details: Click Edit on any item, scroll down, and confirm that it’s connected to the ABC Supply catalog. Even if the item name in the Roofr catalog line item and the ABC product don’t match exactly, as long as it the same material, the pricing will be correctly reflected in your Roofr catalog.

For more details on connecting your Roofr catalog line items to ABC Supply materials, click here.

2. Create a New Proposal with ABC Supply Pricing

To apply your integrated ABC Supply pricing to a new proposal:

1. Start New Proposal: Go to the Proposals tab, click New Proposal, and select your measurements and template.
2. Select your Measurements: Roofr will pull measurements from your selected measurement report and apply them to the line items in your selected template.

At this stage, your manual default catalog prices will show (any price you set up directly in the Roofr catalog, not the automatic ABC pricing), but we’re about to add the ABC Supply pricing.

3. Select ABC Supply and Branch Location

Now to bring in ABC Supply pricing for your proposal:

• In Estimate Settings on the right, click Supplier and select ABC Supply.
• Choose Your Branch Location: Select the branch whose pricing you’d like to use for this proposal.

Once selected, click Next to apply the pricing from your chosen branch.

4. Review Pricing and Editable Items

After setting ABC Supply as your supplier, you may notice some line items are “greyed out.” This means these items are now locked to ABC Supply pricing and can’t be manually edited.

• Editable Items: Any item not connected to ABC Supply at the catalog level will still be editable, allowing you to set custom prices as needed.
• Custom Items: For items like admin fees or one-off costs not covered by ABC Supply, enter prices and quantities manually.

5. Finalize and Send Your Proposal

With all pricing in place, click Save. Then, use Preview and Send to review and share your proposal with the customer. Roofr’s integration ensures you’re sending quotes with up-to-date, accurate pricing every time.

For more details on customizing and sending proposals, check the additional resources here.

ABC Integration and Roofr Proposals: FAQs

1. How do I know if my line items are connected to ABC Supply pricing?

To check if a line item is connected to ABC Supply pricing, go to the Catalog tab in your Roofr dashboard. In the Supplier column, look for the ABC logo next to the line items. This logo indicates that the item is successfully linked to ABC Supply pricing.

2. Can I edit the pricing on items linked to ABC Supply?

No, once a line item is connected to ABC Supply, it will be “grayed out,” meaning the pricing is locked and cannot be manually edited. Any updates to these prices must come directly from the integration with ABC Supply. If you need to edit a line item that has been linked to ABC supply, you can change your proposal supplier settings to Manual, and you’ll then be able to make adjustments. Please note, this will revert ALL line item pricing back to the manual pricing and unlink from ABC pricing, so make sure all your prices are correct!

3. How do I apply ABC Supply pricing to a proposal?

To use ABC Supply pricing in a proposal:

1. Go to the Proposals tab and create a new proposal.
2. Select your measurements and template.
3. In the Estimate Settings section, select Supplier on the right and choose ABC Supply.
4. Choose the branch location you want to use.

This will automatically apply ABC Supply’s real-time pricing from the selected branch to your proposal.

4. Can I set a default supplier and branch location at the template level?

Not at this time. Currently, supplier and branch selection is only available at the Proposal stage. However, Roofr may add this feature at the template stage in the future.

5. What if I have items that aren’t covered by ABC Supply, like admin fees or custom items?

For items not connected to ABC Supply (e.g., admin fees, dump fees), you can manually set the price and quantity. These items will remain editable, as they aren’t tied to any specific supplier pricing.

6. How do I see the final pricing before sending the proposal?

After setting up your proposal with ABC Supply pricing, click Save to confirm your settings. Then, use Preview and Send to review the proposal as the customer will see it before sending it out.

7. What happens if I don’t select a supplier during the proposal setup?

If you don’t select a supplier, Roofr will use the default pricing from your catalog. Selecting ABC Supply under Estimate Settings is necessary to pull in the ABC-specific pricing and branch location details.

8. Can I apply ABC Supply pricing to only specific line items in my proposal?

No, the integration applies ABC Supply pricing to all connected line items in the proposal. Any item that isn’t connected to ABC Supply can be customized manually, but once linked, ABC pricing is applied across those items

9. Can I have pricing from multiple supplier in my proposal?

No, the integration applies ABC Supply pricing to all connected line items in the proposal. You can only have one supplier in a proposal for now.