How to create a Roofr proposal скачать в хорошем качестве

How to create a Roofr proposal

Learn how to create a project-specific Roofr proposal and effortlessly capture e-signatures to close deals with the click of a button. How to create a Roofr Proposal from a template 1) Create proposal Navigate to the proposals tab of a job card. From a job with a completed measurement report, click ‘+ Proposal’. Select the report you wish to use and click ‘Use this measurement’. Select the template you wish to use and click ‘Use this template’. 💡 Roofr compiles your proposal by combining the roof measurements from your report with the material amounts specified in your catalog items and template. 2) Customize proposal Use the side panel to add an estimate option if desired. Click the ‘+’ button to add optional photos, PDF’s, text pages or the measurement report. Edit Estimate settings in the right side drawer (Including; profitability type, show/hide line item details, toggle on multi-select, toggle on quantity rounding, offer financing) Click the Supplier button to select the supplier and branch you would like to use for the items in this proposal (optional). Add an optional cosigner by clicking ‘Add cosigner’ in the left menu. 3) Preview and send Sign Now: Allows your customer to sign in person, right on your device. Click ‘Preview’ to view your proposal Send Proposal: Send the proposal link to your customer via email to sign. Click ‘Send’, review/edit the email and click ‘Send proposal’. Have more questions? Email us: support@roofr.com Disclaimer: Important Note: Any pricing information related to Roofr products or subscriptions may be outdated. Please check our pricing page for up to date information.