Roofing Proposal Software — Professional Proposals with E-Signatures
Build professional roofing proposals in minutes. Include AI visualizations, material specs, pricing, and dual e-signatures — then generate polished PDFs automatically.
Proposal Software Built for Roofing Contractors
Most roofing contractors still build proposals in Word docs or spreadsheets. That costs hours per deal and looks unprofessional. Roof Visualizer Pro gives you a purpose-built proposal builder that pulls data from your CRM, attaches AI-generated roof visualizations, and collects legally-binding e-signatures — all from the same dashboard where you manage your jobs.
From scope of work to payment terms, every proposal is branded with your company logo and colors. Generate a PDF, share a signing link, and track when the homeowner opens, views, and signs — no more guessing.
How It Works
Create
Start a new proposal from a job record or from scratch. Auto-populate customer info, property address, and job details from your CRM.
Customize
Add line items, scope of work, material specs, payment terms, and attach before/after visualization images.
Send
Email the proposal as a PDF or share a unique signing link. The homeowner reviews it on any device.
Sign
Dual e-signature: contractor signs first, homeowner countersigns. Both signatures are captured and embedded in the final PDF.
Key Features
Proposal Builder
Drag-and-drop sections: scope of work, line items, material specs, terms and conditions, payment schedule, and notes. Build a complete proposal in under 3 minutes.
Dual E-Signature
Legally-binding electronic signatures for both contractor and homeowner. Sign on phone, tablet, or desktop. Timestamp and IP address recorded for every signature.
PDF Generation
One-click PDF export with your branding, logo, and professional layout. Cloudflare-powered PDF worker generates documents in seconds.
Before/After Sheets
Attach AI-generated roof visualization images directly into the proposal. Homeowners see exactly what the finished roof will look like.
Revision History
Track every version of a proposal. If the homeowner requests changes, create a new revision without losing the original. Full audit trail.
View Tracking
Know when the homeowner opens the proposal link. Follow up at the right moment instead of guessing whether they've seen it.
Template Customization
Every proposal carries your brand. Customize the template once, and every proposal you send looks consistent and professional.
- → Company Logo & Colors — Your brand identity on every page
- → Default Scope of Work — Pre-fill common scope items to save time
- → Payment Terms — Set deposit percentages, progress payments, and final payment schedules
- → Warranty Language — Include manufacturer warranties and workmanship guarantees
- → Terms & Conditions — Legal boilerplate that protects your business
E-Signature Flow
The dual e-signature flow ensures both parties are locked in before any work begins. No more "I never agreed to that" disputes.
- 1. Contractor Signs — Confirms scope, pricing, and timeline
- 2. Homeowner Reviews — Views proposal, visualizations, and terms on any device
- 3. Homeowner Signs — Draws or types signature, captured with timestamp and IP
- 4. PDF Generated — Both signatures embedded, ready to file or share
Platform Integrations
Proposals don't exist in a vacuum. They connect to every part of the contractor workflow.
CRM & Jobs
Create proposals directly from job records. Customer info, property address, and job details auto-populate. Signed proposals update the job pipeline automatically.
Invoicing
Convert a signed proposal into an invoice with one click. Line items, pricing, and payment terms carry over. Learn more about invoicing.
AI Visualizer
Attach before/after visualization renders from the AI Visualizer directly into your proposal PDF.
Use Cases
Storm Damage Sales
After a hail event, speed wins. Generate proposals on-site with the contractor tools, show the homeowner a visualization, and get a signature before the next contractor knocks.
Insurance Supplement
Detailed line items and material specs make supplement negotiations easier. Attach the proposal to the insurance claim file with full documentation.
Retail Re-Roof
For retail jobs, the before/after visualization is your closer. Show exactly what GAF Timberline HDZ in Charcoal looks like on their house, right in the proposal.
Multi-Property Accounts
Property managers and landlords need proposals per property. Link proposals to specific property records in the CRM and track each one independently.
Proposal Software FAQ
Can homeowners sign proposals on their phone?
Does it support dual e-signatures?
Can I include before/after visualizations in the proposal?
What file format are proposals sent in?
Can I customize proposal templates?
Explore More Features
Close More Roofs with Professional Proposals
Stop losing deals to sloppy paperwork. Build proposals in minutes, get them signed on the spot, and move to production faster.
7-day free trial — No credit card required to explore
