August 12, 2022

Details That Should Be Included In A Roofing Proposal

Sunbase Roofing Proposal Software

No one likes surprises, particularly when it comes to roofing proposals. That's why it's important to be clear on what should be included in a proposal before submitting it. By knowing what's expected, you can avoid any unwelcome surprises and ensure that your proposal includes everything the customer requires to make an informed decision. Here are seven details by Sunbase that should always be included in a roofing proposal.


Roofing Proposal Tips


As a roofing contractor, the most important part of your business is creating proposals for potential clients.


A roofing proposal needs to be well-written, detail all aspects of the job, and lay out a clear plan for how the work will be completed. It should also include an estimate of the total cost of the project. Here're some tips to help you create strong roofing proposals that will win you new business.



1. Include A Cover Letter


The cover letter is your very first opportunity to make a good impression on the client. Use it to present yourself and your company and explain why you're the best choice for the job. Be sure to enclose your contact information if the client has any questions.


2. Do Your Research


Before you can write an effective proposal, you need to do your homework. Learn as much as you can about the client's needs and objectives. This will help you customize your proposal to their specific requirements.


3. Clearly Define The Scope Of Work


You and the client must be on the same page regarding what work will be performed. Avoid any misunderstandings by being as specific as possible in your proposal.


4. Include An Estimated Timeline


The client will like to know when they can expect the project to be completed. Be realistic in your estimate, and be prepared to explain any potential delays.


5. Outline Your Pricing Structure


Be transparent about your pricing and ensure the client understands all associated costs. Itemize each service and its price, so there are no surprises later.


6. Get Everything In Writing


Once you've agreed with the client, get it in writing. This will shield both you and the client if there are any issues down the road.


7. Review And Revise As Needed


Before you submit your proposal, review it carefully to ensure everything is in order. If you have time, have someone else take a look as well to catch any errors you may have missed.


A strong roofing proposal is essential to landing new clients and running your business smoothly. By adhering to these basic tips, you can be sure that your proposals will impress potential clients and help you win new business.


Sunbase - Your Solution for Everything!


Sunbase is an industry-disrupting all-in-one software for roofing contractors that includes every feature required to manage a roofing business, from first contact to a completed job. Our roofing software is made for small, mid-sized, and enterprise-level roofing companies in the San Diego area. It is the most comprehensive solution on the market.


If you're interested in learning more about how Sunbase can help your business, click here to schedule a free demo!


One Platform. Zero Chaos. Run Your Entire Business in One Place.


Sunbase replaces your CRM, proposals, scheduling, job tracking, and reporting tools — all inside one clean, connected platform.

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About Sunbase

The All-In-One Platform to Run Your Entire Business

Sunbase helps you organize operations, streamline daily workflows, and manage everything - from first customer contact to final project deliver- in one connected system.

Our Mission

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  • Optimize your workflow.
  • Automate what slows you down.

Why Businesses Choose Sunbase



One Connected Workflow


Replace scattered tools and manual processes with a single platform that brings together your team, tasks, customers, jobs, and performance data.

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Serving the United States, Canada, India, LATAM, Australia, and 10+ international markets.


👥 11,000+ Users


Trusted by contractors, installers, project managers, sales teams, and field technicians.


🏗️ Built for All Sizes


From small contracting teams to fast-growing enterprises, Sunbase adapts to your workflow.

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Sunbase automates workflows, reduces mistakes, and helps your team get more done - without hiring extra staff or juggling multiple tools.

Try Sunbase Today
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