How to set Up Your Pre-Saved Proposal Templates, step by step
-
Step 1: Open Pre-Saved Proposal Templates
- Choose a template type
- Price each product you use
Press Proposals in the menu and expand the Pre-Saved Proposal Templates panel (on a phone it sits below the proposal list). Choose the template type: Line Item Proposal Template for a price per product, or Price Per Square for one $/square rate by roof pitch.
What happens next
This is the list “Build from Report” and every new proposal read prices from. Changing it does not change proposals you already sent.
-
Step 2: Set a price on each product you use
New accounts start with the standard roofing products already listed: architectural and 3-tab shingles, synthetic underlayment, ice and water shield, starter strip, ridge/hip cap, drip edge, valley flashing, nails, ridge vent, caulk and pipe boots. None has a price. Press set price on each one you use and enter your price per unit.
What happens next
A product without a price can still name a proposal line, but never puts a dollar figure on it. That line arrives on the proposal as set price for you to fill.
Note
Removed everything and want the standard list back? Load Standard Products appears while the list is empty and adds the standard items, again without prices.
-
Step 3: Check the unit and coverage
- Your price
- Required for the price to apply
- Picked first for its category
Open an item to check its Purchase unit (bundles, rolls, boxes, pieces) and Covers per unit, for example 33.33 sq ft per bundle or 10 lin ft per piece. Coverage is what turns the report’s area or length into whole bundles, rolls or pieces.
What happens next
A product prices a proposal line only when it has both a price and coverage. Nails, caulk and other custom items stay name-only on proposals.
-
Step 4: Add your own products
Press Add Item for anything else you sell. Choose a category (Shingles, Underlayment, Ice & Water Shield, Starter Strip, Ridge/Hip Cap, Drip Edge, Valley Flashing, Ventilation, Nails / Fasteners, Other / Custom), then the name, unit, price and coverage. You can also note a SKU and a supplier name for your own reference.
What happens next
Tick Default for its category on the product you normally use, for example your go-to shingle. When a category has several products, the default is the one a proposal picks.
-
Step 5: Build a proposal from a report
Start a new proposal and pick a roof report. Each measured material line takes its name, quantity and price from your templates.
What happens next
Lines from your templates carry a small TPL badge in the take-off. Anything you haven’t priced arrives as set price, so you see exactly what still needs a number.
Good to know
Prices are never filled in for you
Standard products come with names, units and coverage but no prices. Only prices you enter appear on proposals.
No supplier ordering
The Supplier field on a product is a note for your reference. Roof Manager does not send material orders to suppliers.
One product per category per line
For each measured line, the category’s default product is used. Change the default to switch, for example, which shingle prices your proposals.
Some products never match a report line
Ridge vent, pipe boots and caulk have no measured line on the report, so add them to a proposal by hand.
Troubleshooting
“Load Standard Products” isn’t there
It only appears when the list is empty. New accounts already have the standard products listed, without prices.
A product has a price but the line is still blank
Check that it has Covers per unit set, and that it is the default for its category.
Quantities look high or low
Check the coverage per unit (for example 33.33 sq ft per bundle, three bundles a square) and the waste % on the proposal.
What happens next
With your prices in place, build your next proposal from a roof report: most lines will arrive priced, and the rest are clearly marked.
Proposals in the roofing CRMThe measurements a report provides
Set up your price list: questions
What are Pre-Saved Proposal Templates?
Your price list: the roofing products you sell, with units, coverage and your prices. Proposals built from a roof report take their line names and prices from it.
Do I have to enter every product?
No. Accounts start with the standard roofing products listed. You add prices to the ones you use and add anything specific to your shop.
Why does coverage matter?
Coverage turns the report’s area or length into whole units, such as bundles or pieces. Without it a product can name a line but not price it.
Can Roof Manager send material orders to my supplier?
No. You can note a supplier name on each product for your own reference.