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Proposal templateUpdated

Roofing Proposal Template

Explain the complete roofing system, not just shingle price, with a proposal customers can compare, approve, and reference during installation.

Crawlable example preview

Architectural roof replacement proposal

Prepared for: Morgan Property Group

Project: Main dwelling roof replacement

Roofing system

Remove one existing layer and install specified underlayment, architectural shingles, ridge ventilation, flashing, and manufacturer-compatible accessories.

Decking allowance

Base price includes four sheets of replacement decking. Additional deteriorated decking requires documented authorization at the stated unit price.

Completion

Protect adjacent property, perform magnetic cleanup, document completion, and provide available workmanship and manufacturer warranty information.

Example only$18,940.00

Who it is for

Roofing companies presenting replacement, repair, ventilation, flashing, or exterior system work to property owners.

When to use it

Use it after inspection and measurement, once your team can define the base scope, system choice, known repairs, allowances, and customer decisions.

Field checklist

What to include in your roofing proposal template

1

Inspection summary

Record observed conditions and the basis for the recommendation.

Observed condition:
Measurements/source:
Recommended action:
2

System specification

Name each layer and accessory rather than saying only 'new roof.'

Tear-off:
Deck preparation:
Underlayment:
Shingle/product:
Ventilation and flashing:
3

Allowances and options

Price unknown decking and optional upgrades with a clear approval trigger.

Included allowance:
Additional unit price:
Optional upgrade:
4

Protection and cleanup

Define landscaping protection, debris removal, magnet sweep, and weather contingencies.

Site protection:
Cleanup:
Weather plan:
5

Warranty and payment

Distinguish contractor workmanship coverage from manufacturer terms.

Workmanship warranty:
Manufacturer coverage:
Deposit / progress / final payment:

How to use this template well

Name the complete assembly

A proposal is easier to compare when underlayment, vents, flashing, starter, ridge materials, and disposal are explicit rather than buried in a shingle description.

Treat concealed damage as a decision

State the included decking amount, the additional unit price, and who may approve extra work after tear-off.

Keep insurance language accurate

Do not imply carrier approval, coverage, or code requirements unless verified. Separate the contractor proposal from insurance claim decisions.

The customer sees what is included from tear-off through cleanup, while production receives the exact system and options that were accepted.

Frequently asked questions

What belongs in a roofing proposal?

Include inspection context, measured scope, tear-off, decking assumptions, roofing system components, ventilation and flashing, cleanup, exclusions, warranties, schedule assumptions, payment terms, and acceptance.

How should a roofing proposal handle bad decking?

Use an included allowance or clearly stated unit price, explain when hidden damage can be confirmed, and require documented approval before work exceeds the accepted scope.

Is a roofing proposal the same as an insurance estimate?

No. A contractor proposal defines the work and commercial terms offered to the customer. Insurance coverage and claim valuation are separate decisions.

Related documents and guides

Inspection Form Template

Capture consistent field observations and evidence without turning an inspection checklist into an unsupported engineering, code, or safety conclusion.

Change Order Template

Turn a field request, concealed condition, or customer selection into a traceable adjustment before extra work changes project cost or timing.

Invoice Template

Bill completed or milestone work with a traceable invoice number, understandable line items, confirmed payments, balance due, and clear remittance instructions.

Read guide Read guide Read guide

From file to connected record

Make this template part of your real customer workflow.

Configure your approved document, collect customer decisions and signatures, create invoices from accepted work, and keep the history under one authorized company workspace.

Configure your own document