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Review and send roofing proposals from one workspace
Read the proposal scope, the package total and your own margin before you send it to the customer. The page keeps what is happening on each proposal in view, so you can follow up.
What you will do
- Review the scope and package total
- Send it once it is checked
- Watch what the proposal does
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 retypes the same shingle, underlayment, drip edge and labor lines. And the prices come from memory.
The gap between a verbal yes and a signed contract is where roofing jobs die. A homeowner with three bids in hand goes with the roofer who makes it easiest to say yes. A proposal they can read and sign on their phone takes out the days of friction a printed PDF adds.
You email a document. Then you wait for it to be printed, signed, scanned and sent back. On competitive home and storm work, that stall costs you the job. On a phone, the homeowner reads the scope, puts 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. It records which option they picked, when, and on what device. If the scope is argued later, the record settles it, not memory.
The proposal is priced from your own materials catalog and your own measurements. So the number the customer signs is the number you meant to send, with your cost and margin already in it.
How to review and send a proposal
- 1
Review the proposal scope
Before you send it, check the option you picked. Check the proposal lines, the counts, the total you are asking for, your own cost, and the margin.
- 2
Check the package total and margin
Compare the package total with the internal cost and margin shown in the team workspace. This is what your office sees. It is not what the customer signs.
- 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. When everyone has signed, we email you a Certificate of Completion. The file's fingerprint is on it.
Does a signature typed on a screen hold up on a Florida roofing contract?
The accept flow checks a one-time code sent to the signer's email. Then it captures the signature, a clear consent, the date, the IP and the device details. It also captures a SHA-256 fingerprint of the exact document signed. The notice in the app mirrors the U.S. ESIGN Act and Florida's UETA. It confirms control of an email address, not a government-issued ID. 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 pull from your price book, so the coverage rate, the waste factor and the cost come with them. On a roof you can build the whole system 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 roofing proposal with more than one option. Your customer signs it from their phone. Then store the signed copy with your documents and bill the job when the work is done.