Roofing Proposal Template
The roofing proposal template — cover page, scope narrative, options, pricing, warranty, testimonials, and next steps. Written to convert.
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Your Company Name
License #
Proposal
#0001
Bill To / For
Client Name
Property Address
What is a roofing proposal template?
A roofing proposal is a sales document you leave with the homeowner. It's longer than an estimate — it tells the story of your company, the recommended solution, the options, and the reasons to hire you. Proposals close bigger jobs than raw estimates because they sell the company, not just the price.
When to use
- Higher-ticket residential jobs ($15K+)
- Commercial roofing bids
- Jobs against strong competition
- Any deal where you're not the cheapest quote
What's included
- Cover page (property photo, homeowner name, date)
- About your company (photos, credentials, certifications)
- Inspection findings (photos with annotations)
- Recommended scope with reasoning
- Three pricing options with details
- Materials + manufacturer warranty summary
- Workmanship warranty statement
- Testimonials + review screenshots
- Financing options
- Signature + next steps
How it differs from generic
- Sells the company as much as the job
- Photo-heavy — inspection findings + past project examples
- Options are storyboarded, not just line-itemed
- Testimonials embedded, not attached
Proposal vs estimate — when to use which
An estimate is a priced scope. A proposal is a sales document. Use an estimate for repeat customers, small repairs, and situations where price is the only conversation. Use a proposal when you're competing for a job, when the ticket is high, or when you need to justify a premium price.
Proposals close bigger jobs. Companies that switched from estimates to proposals on jobs over $15K typically see close rates jump from the mid-30s to the mid-50s and average ticket size increase 20-40%.
Storytelling structure that converts
The proposal follows a narrative: here's what we found on your roof (problem), here's what we recommend (solution), here's why our company is the right choice (trust), here are your options (choice), here's what happens next (call to action).
Photos matter. Annotated inspection photos are the single highest-conversion element you can add. Homeowners can't see their own roof — showing them what you saw builds instant credibility.
Frequently asked questions
How long should a proposal be?
8-15 pages for residential, 15-30 for commercial. Long enough to tell the story, short enough that homeowners read it.
Do I need testimonials to send a proposal?
Yes. Screenshots of Google reviews with the homeowner name and photo carry more weight than any written case study.
Should I include photos of past projects?
Absolutely. Before/after photos of jobs in the homeowner's neighborhood carry the most weight.
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