Roofing proposal template: what to include
6 min read · Updated Jul 17, 2026
A proposal is a sales document, not a receipt
A strong roofing proposal does two jobs: it makes the homeowner confident in the work, and it makes saying yes effortless. Clarity and a one-tap signature close more jobs than a lower price.
The sections to include
A complete, professional roofing proposal has a predictable structure. Missing pieces create doubt — and doubt delays the signature.
- Scope of work — exactly what you will do, in plain language.
- Materials & specifications — the products, colors, and systems by name.
- Price — a clear total, with options or good/better/best tiers if you offer them.
- Warranty — workmanship and manufacturer coverage.
- Exclusions — what’s not included, to prevent scope disputes.
- Acceptance & signature — a simple, dated e-signature block.
Make it easy to sign
The best template in the world loses if the customer has to print, sign, scan, and email it back. Send a branded proposal the homeowner can review and e-sign from a phone, and you shorten the gap between "sounds good" and "approved."
Run all of this in one place.
EaveWorks is the all-inclusive roofing CRM — estimates, proposals, invoicing, and scheduling for one flat price.