Review and send roofing proposals from one workspace
Review the proposal scope, package total, and internal margin before sending it to the customer. The workspace keeps the current proposal activity visible for follow-up.
What you will do
- Review the scope and package total
- Send the reviewed proposal
- Follow the recorded proposal activity
Why phone e-sign closes roofing jobs faster
- The homeowner says yes at the kitchen table, then you wait days for a printed, signed PDF to come back.
- Three roofers bid the same roof. The one who is easiest to sign with on the spot wins.
- When a scope dispute starts, there is no record of exactly what the customer agreed to.
- Every proposal re-keys the same shingle, underlayment, drip edge, and labor lines and prices from memory.
The gap between a verbal yes and a signed contract is where roofing jobs die. A homeowner who has three bids in hand will go with the roofer who makes it easiest to commit, and a proposal they can read and sign on their phone removes the days of friction that a printed PDF adds.
Emailing a document, waiting for it to be printed, signed, scanned, and sent back is a stall you cannot afford on competitive residential and storm-restoration work. On a phone, the homeowner reviews the scope, compares your good, better, and best options side by side, and signs in about a minute.
A phone e-sign also protects you after the sale. The signed acceptance records who signed, which option they chose, when, and from what device, so a later scope disagreement is settled by the record instead of by memory.
Because the proposal is priced from your own materials catalog and measurements, the number the customer signs is the number you meant to send, with your cost and margin already accounted for.
How to review and send a proposal
- 1
Review the proposal scope
Check the selected option, proposal lines, quantities, selling total, internal cost, and margin before sending.
- 2
Check the package total and margin
Compare the package total with the internal cost and margin shown in the team workspace. This is internal review information, not a customer signature view.
- 3
Send the reviewed proposal
Use Send to customer only after the package has been reviewed. The sample proves that the action is available; it does not prove delivery or acceptance.
- 4
Review the internal phone-width workspace
At phone width, confirm that the proposal status, package total, margin, options, PDF, public-link, and send controls remain usable. This is the team's workspace, not the customer's signing screen.
- 5
Read the recorded proposal activity
Use the timeline to distinguish Created, Sent, Opened, and Signed. The sample remains Signed pending and does not imply customer acceptance.
What the e-signature actually records
- Each acceptance keeps the signer name, date, chosen option, and supporting acceptance record together. The electronic-signature notice follows the U.S. ESIGN Act and Florida UETA. This is not legal advice; confirm high-value contract terms with your attorney.
- Before signing, the customer confirms a one-time code sent to their email, so the record binds the acceptance to someone who controls that address. They then choose a signature: type it, pick a styled version, or draw it. There is still no government-ID check, so the record proves control of the email and what was signed, not verified identity. Treat it accordingly on large contracts.
- Once a proposal is signed it is locked. Accepted prices cannot be edited or repriced, so the signed version is preserved. Changing the deal means a documented revision or a fresh proposal.
- The proposal link is private to the customer. If a wrong price went out, you can revoke the link so the customer's copy stops working, and the job activity records the send, view, and acceptance.
Common questions
Can a homeowner sign a roofing proposal from their phone without creating an account?
Yes. There is no account to create and no app to install. The customer opens the private link, confirms a one-time code sent to their email, picks an option, signs by typing or drawing their name, and taps Accept and sign. A Certificate of Completion with the document fingerprint is emailed afterward.
Is an electronic signature legally binding on a Florida roofing contract?
The accept flow verifies a one-time code sent to the signer's email, then captures the signature, an explicit consent, the date, IP, and device details, and a SHA-256 fingerprint of the exact document signed. The in-app notice mirrors the U.S. ESIGN Act and Florida's UETA. It confirms control of an email address rather than government-issued identity, and this is not legal advice, so confirm high-dollar or disputed terms with your attorney.
Can I show the homeowner good, better, and best options in one proposal?
Yes. Add multiple priced options and mark one recommended. The customer gets a side-by-side compare table (total, difference from the lowest, and scope) and signs the option they choose. That accepted option is what converts into the job.
Does the proposal pull my real roofing material prices and roof measurements?
Yes. Lines can draw from your materials catalog so coverage rate, waste factor, and cost carry over, and for a roof you can auto-build a full roof-system assembly from an aerial measurement. Your internal cost and margin stay visible only to you, not to the customer.
Put the guide to work.
Build a priced, multi-option roofing proposal your customer signs from their phone, then store the signed copy in your document repository and bill the job when the work is done.