Proposal Creation & Submission for Roofing
This Proposal Creation & Submission process provides roofing contractors with a step-by-step method for preparing accurate, detailed project proposals. It covers capturing roof measurements, documenting materials, calculating labor, and presenting timelines in a clear format. By standardizing proposals, roofing companies reduce miscommunication, improve client confidence, and increase close rates. The process ensures sales teams present consistent, professional documents that highlight value and expertise. Clients benefit from clarity on scope, pricing, and scheduling, while contractors gain efficiency and stronger profitability. With this structured proposal system, roofing companies can scale operations, win more bids, and strengthen long-term customer relationships.
Review lead information and project scope
Confirm any missing details with the client (budget, timeline, special requirements)
Gather material and labor cost estimates
Identify any subcontractor or vendor pricing needed
Draft the proposal document (scope of work, pricing, terms)
Include any required licenses, insurance, or company credentials
Add timeline estimates and payment schedule
Double-check numbers, scope, and formatting for accuracy
Have proposal internally reviewed, if needed
Send proposal to client (email, portal, or in-person delivery)
Confirm client received and understood the proposal
Track status (sent, reviewed, accepted, declined)
Follow up within a set timeframe if no response
Update CRM or tracking system with proposal outcome
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