Roofing Proposal Template: What to Include (+ Free Generator)

Roofing proposals are unique. Homeowners get 3-5 quotes for every job, and they're comparing you on professionalism as much as price. Here's how to stand out.

Essential Sections for a Roofing Proposal

1. Property assessment summary — What you found during the inspection. Specific damage, measurements, and photos referenced.
2. Scope of work — Tear-off, underlayment, shingle type, flashing, ventilation, cleanup. Be specific about materials.
3. Material specifications — Brand, product line, warranty details. Homeowners research this.
4. Three pricing tiers — Basic (3-tab), Standard (architectural 30-year), Premium (designer/impact-rated). Let the client choose.
5. Timeline — Start date, weather contingencies, completion estimate.
6. Warranty information — Manufacturer warranty + your workmanship guarantee.
7. Insurance information — If it's a claim, include relevant policy details and Xactimate reference numbers.

Pricing That Wins

The three-tier approach works exceptionally well in roofing. Most homeowners pick the middle tier when given three options. Price the middle tier at your target margin, the basic tier as a budget option, and the premium tier as aspirational.

The Insurance Restoration Edge

If you work insurance restoration jobs, being able to reference Xactimate line items in your proposal is a massive competitive advantage. Tools that can import ESX files and transform them into professional proposals save hours of cross-referencing.

Follow-Up Sequence for Roofing

Roofing has one of the highest follow-up close rates in contracting. A Day 1 recap, Day 3 urgency message (storm season, material availability), and Day 7 value reframe consistently outperform single-touch proposals.