Proposals That Win.
Signatures That Close.
Build branded proposals with a drag-and-drop template engine. Dynamic fields auto-fill customer data. Sketch overlays annotate property photos. Send for e-signature and close the deal — all without leaving the CRM.
The Problem
Generic Documents Don't Win Jobs.
Homeowners compare proposals side-by-side. The roofer with branded, visual proposals that include photos, measurements, and clear upgrade options looks more professional — and gets the signature. A Word doc with a price at the bottom doesn't cut it anymore.
Generic Templates
Word docs and basic PDFs make you look like every other roofer. Homeowners expect polished, visual proposals.
Manual Data Entry
Copying customer names, addresses, and estimate totals into documents wastes time and introduces errors.
Signature Friction
Printing, signing, scanning, and emailing contracts back delays closings by days. E-signatures close deals in minutes.
How It Works
Design. Generate. Sign. Done.
Design Your Template
Use the drag-and-drop builder to lay out your proposal, contract, or scope of work. Add text blocks, images, tables, and dynamic field placeholders.
Add Dynamic Fields
Insert placeholders for customer name, property address, estimate totals, line items, and any custom field. Data fills in automatically when you generate a document.
Generate & Annotate
Generate the document from any estimate or property. Add sketch overlays, annotate photos, or include before/after images directly in the proposal.
Send for Signature
Email the document to the homeowner for legally-binding e-signature. Track when they open, view, and sign — right from the CRM.
Capabilities
A Complete Document Engine.
Drag-and-Drop Builder
Visual template editor with text, images, tables, and layout blocks. No HTML or coding required — anyone on your team can build templates.
Dynamic Field System
Auto-populate customer data, property details, estimate line items, totals, and custom fields. One template serves every client.
Image & Photo Support
Embed property photos, company logos, damage documentation, and before/after comparisons directly in your proposals.
Sketch Overlays
Draw roof measurements, mark damage areas, and annotate satellite photos right in the browser. Include annotated images in proposals.
Built-in E-Signatures
Send documents for legally-binding electronic signatures. Track signature status, get notified on completion, and store signed copies in the CRM.
Template Groups
Organize templates by type — proposals, contracts, scopes of work, change orders. Keep your document library clean and easy to find.
Full Feature List
Everything the Document Engine Does
Stop Losing Leads.
Start Closing More.
Every missed call is a lost roof. RoofIQ's AI Call Agent ensures you never miss another lead — while the rest of the platform helps you close them.