01
Present a consistent offer
Use the same organized estimate data to create customer-ready proposal details.
Customer-ready roofing proposals
Roofing proposal software that makes the next decision clear.
Turn a margin-aware estimate into a professional proposal, present the scope and pricing, collect the customer's e-signature, and preserve the approved document with the job your team will deliver.
No credit cardU.S. roofing workflowsCancel anytime
02
Make approval easier
Let customers review and sign without printing, scanning, or chasing paper.
03
Preserve what was sold
Keep the accepted scope and signature available to office and production users.
Direct answer
What is roofing proposal software?
Roofing proposal software turns a contractor's estimate and scope into a document a customer can understand, approve, and sign. It should communicate what is included, how the price is structured, what options are available, and what acceptance means for the next step.
SiteJobr keeps the proposal connected to the estimate that produced it and the customer and property it describes. After approval, the signed record remains available as the team schedules production, documents the work, issues invoices, and tracks payment.
Connected workspace
The page promise matches the product workflow.
SiteJobr keeps the customer, property, lead, job, communication, documents, invoice, and payment history connected. Teams can move into the detailed workflow without rebuilding the record in a different tool.
Sample SiteJobr workspace
Monday overview
Keep every job moving
Open leads
18
4 need follow-up
Scheduled jobs
7
This week
Estimates out
$84.2k
Awaiting approval
Collected
$31.8k
This month
Jobs in motion
Sales, production, and payment status together
Anderson Residence
Full roof replacement
Crew scheduledMartinez Residence
Storm damage inspection
Estimate sentOak Street Retail
Commercial repair
Deposit paidAI receptionist active
Calls route into the lead workflow
Customer inbox
Text history stays with the customer
Product capabilities
A proposal belongs inside the sales-to-job workflow
The document is easier to manage when its status, source estimate, customer, and eventual job remain connected.
Branded presentation
Prepare a clear proposal around your company and the customer's roofing project.
Scope and pricing
Carry line items and pricing from the estimate into the customer-facing offer.
Package options
On Scale, present Good/Better/Best choices for customers comparing different scopes.
Electronic signatures
Collect customer acceptance remotely and retain the signed document and status.
Activity visibility
Keep proposal progress visible alongside lead and customer follow-up.
Operational handoff
Continue the accepted scope into jobs, scheduling, photos, invoices, and reporting.
How it works
A shorter path from estimate to signed work
Use one connected record instead of rebuilding scope in a document editor.
- 01
Build the estimate
Confirm quantities, costs, selling prices, margin, scope, and customer details.
- 02
Prepare the proposal
Create the customer-facing offer and include applicable package choices.
- 03
Send and sign
Share the proposal, collect the e-signature, and preserve the acceptance status.
- 04
Start production
Create and schedule the job with the approved scope available to the team.
Buying and operating guidance
Clarity matters more than decorative templates
A professional proposal should help the customer understand the scope and decision. It should also help the contractor prove which version was accepted. Evaluate whether the system preserves the estimate, proposal, signature, customer, and job relationship rather than exporting a file and losing the trail.
Your company remains responsible for contract language, required disclosures, warranties, cancellation rights, code compliance, and state-specific legal requirements. SiteJobr supports proposal and signature workflow but does not provide legal advice.
Continue researching
Related roofing workflows
Common questions
Roofing Proposals FAQ
Straight answers about the workflow, availability, and where provider or plan requirements apply.
Does SiteJobr support roofing proposal e-signatures?
Yes. Proposal e-signatures are included on Pro and Scale plans, and the signed status remains connected to the customer and estimate workflow.
Can I offer multiple pricing packages?
Yes. The Scale plan supports Good/Better/Best pricing options for presenting multiple scopes or product levels.
Can I track whether a proposal is accepted?
Proposal status and acceptance are stored in SiteJobr so the team can continue follow-up and move approved work into production.
Does SiteJobr provide roofing contract language?
No. Contractors should use terms reviewed for their business, jurisdiction, and project. SiteJobr provides the workflow for presenting and signing the proposal.
What happens after the customer signs?
The accepted scope can remain connected as the team creates the job, schedules production, assigns crews, documents work, invoices, and collects payment.
Put the workflow into one operating system.
Start with a 14-day trial. No credit card required.