Jack of all Forms

Roofing Proposal Template

A free proposal that puts three roof options side by side. The homeowner sees what each one includes, ticks the one they want and signs.

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Free. No sign-up. US Letter · USD · 1 page

Need the matching estimate, work order and invoice? Get all 7 in one design, plus spreadsheet versions that add up the totals, for $24. See the roofing paperwork pack

Roofing proposal with Good, Better and Best options at $13,147, $14,347 and $17,997, with Better picked and signedView full page
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What's on this proposal

  • Your business name, logo and license number, the proposal number, date, valid-until date and job number
  • The homeowner and the job: address, roof and how long the job takes
  • Your options: Good, Better and Best, row by row (shingles, underlayment, ice and water shield, drip edge, ventilation, flashing, gutters, tear-off and cleanup)
  • A price under each option and a box to tick the one picked
  • Prices for extra work, only if needed
  • The deposit and when the balance is due
  • A place for the homeowner to sign and date

How to fill it in

  1. Add your business details, logo and license number, then save it as your master copy.
  2. Fill in the homeowner, the job and how long the proposal is good for.
  3. Write one or two sentences on what every option includes.
  4. Go row by row: what each option gets for shingles, underlayment, vents and the rest. Leave a cell blank if that option doesn't include it.
  5. Put the price under each option.
  6. Add your extra work prices, the deposit and when the balance is due.
  7. Send it, and ask the homeowner to tick an option and sign.

Why three options

A single price asks "yes or no". Three options ask "which one", and the homeowner compares what's included instead of only the price. Many homeowners pick the middle one.

In the sample, Better adds synthetic underlayment, ice and water shield in the valleys and a ridge vent for $1,200 more than Good, and Megan Ortega picks it. Its line-by-line prices are on the roofing estimate.

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Questions

What's the difference between a proposal and an estimate?
A proposal offers choices and is what the homeowner signs to pick one. An estimate prices one scope. Some roofers send both: the estimate for the details, the proposal for the choice.
What should go in each option?
Whatever changes between them: shingle line and warranty length, underlayment, how much ice and water shield, ventilation, and extras like new gutters. Rows that are the same for all three, like tear-off and cleanup, show that every option includes them.
Is a signed proposal a contract?
It records what the homeowner picked and the price. Many states have rules for home improvement contracts, such as a written notice of the right to cancel. Check your state's contractor licensing board before you rely on it as your contract.
Can I offer just one or two options?
Yes. Fill in the columns you need and leave the rest blank, or use the estimate.