Free roofing proposal template

A roofing proposal with three options side by side: a solid shingle roof, the same roof with better underlayment and ventilation, and the full system. Homeowners pick, you do not have to guess.

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3 optionsFilled in for roofing
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Prepared for
Proposal details
Option 1
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Option 2
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Option 3
DescriptionQtyUnitPrice
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Leave at 0 if your work is not taxed where you are.
$
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Some states cap deposits on home improvement work. Check yours.
Proposal with
3 options
Proposal, Roof replacement options
$13,782.25Option 1
$13,782.25Option 2, 3 lines to price
$13,782.25Option 3, 4 lines to price
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Your business name

Proposal

Number
P-1001
Prepared forCustomer name
JobRoof replacement options
Option 1: Good: shingle roof
Architectural shingles over one tear-off. Meets code, standard warranty.
DescriptionQtyUnitPriceAmount
Architectural asphalt roof, installed1901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away1901sq ft$2.00$3,802.00
Option 1 total$13,782.25
Option 2: Better: shingles with better protection
Adds synthetic underlayment, ice and water at eaves and valleys, and a ridge vent.
DescriptionQtyUnitPriceAmount
Architectural asphalt roof, installed1901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away1901sq ft$2.00$3,802.00
Synthetic underlayment19square
Ice and water shield, eaves and valleys140ft
Ridge vent38ft
Option 2 total$13,782.25 + lines to price
Option 3: Best: full manufacturer system
Matched starter, ridge cap and underlayment from one maker for the longest system warranty.
DescriptionQtyUnitPriceAmount
Architectural asphalt roof, installed1901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away1901sq ft$2.00$3,802.00
Synthetic underlayment19square
Ice and water shield, full eaves and valleys140ft
Ridge vent38ft
Matched starter strip and ridge cap1set
Option 3 total$13,782.25 + lines to price
Notes
All three options use the same measurements. Rotted decking is replaced at the per-sheet price in any option.
Terms
Pick one option and sign below. Deposit due at signing to order materials, balance on completion. Prices good until the date above.
Option chosen
Accepted by (customer signature)
Date

What a roofing proposal is for

Homeowners compare roofs on price because that is the only number most estimates show. Three options let them compare on what they get instead. The middle one is the roof you would put on your own house; the first is the one that meets the budget; the top one is for the customer who plans to stay for decades. The customer chooses, and nobody feels pushed.

What to put on a roofing proposal

  • The same measurements behind all three options, so the only differences are the ones you chose.
  • A one-line reason for each option, in the customer's terms: budget, the best value, the longest life.
  • What changes between them: underlayment, ice and water coverage, ventilation, shingle line, warranty.
  • The workmanship and manufacturer warranty that comes with each option.
  • One deposit rule that applies to whichever option they pick.
  • A place to mark the option chosen and sign.

A worked example

The same 19-square house. Option one is the shingle roof at the calculator's typical installed price. Options two and three add lines you price yourself: underlayment, ice and water, ridge vent, then a full manufacturer system.

Option 1: Good: shingle roof. Architectural shingles over one tear-off. Meets code, standard warranty.

LineQtyUnitPriceAmount
Architectural asphalt roof, installed *1,901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away *1,901sq ft$2.00$3,802.00
Total before tax$13,782.25

Option 2: Better: shingles with better protection. Adds synthetic underlayment, ice and water at eaves and valleys, and a ridge vent.

LineQtyUnitPriceAmount
Architectural asphalt roof, installed *1,901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away *1,901sq ft$2.00$3,802.00
Synthetic underlayment19squareYour price
Ice and water shield, eaves and valleys140ftYour price
Ridge vent38ftYour price

Option 3: Best: full manufacturer system. Matched starter, ridge cap and underlayment from one maker for the longest system warranty.

LineQtyUnitPriceAmount
Architectural asphalt roof, installed *1,901sq ft$5.25$9,980.25
Tear off 1 old layer and haul away *1,901sq ft$2.00$3,802.00
Synthetic underlayment19squareYour price
Ice and water shield, full eaves and valleys140ftYour price
Ridge vent38ftYour price
Matched starter strip and ridge cap1setYour price

Each option totals on its own. Lines with no price stay blank until you fill them in, so the totals grow as you add your numbers. Keep the measurements the same in all three, or the customer cannot compare them.

* Typical price from our free roof replacement cost calculator, which lists its sources. Your own costs and market come first.

Line items roofers use

Line itemUnitHow to write it
Tear off existing shingles and haul awaysquareSay how many layers. A second layer is more labor and more dump weight.
Architectural asphalt shingles, installedsquareName the brand, line and color so the customer knows what they are getting.
Synthetic underlaymentsquareCovers the whole deck under the shingles.
Ice and water shield at eaves and valleysftMeasured along the eaves and valleys, or by the roll.
Drip edgeftEaves and rakes. Pick the color to match the gutters or fascia.
Starter stripftAlong the eaves and rakes, under the first course.
Ridge cap shinglesftAlong every ridge and hip.
Ridge ventftOnly where the attic has intake at the soffits to match it.
Replace rotted roof deckingeachPer sheet of plywood or OSB. Price it per sheet up front; you only know the count after tear-off.
Pipe boots and vent flashingeachCount every plumbing vent and exhaust that comes through the roof.
Step and counter flashing at walls and chimneyftSay whether you reuse or replace it.
Dumpster and disposaleachOne line, or fold it into tear-off. Do not count it twice.
Permit and inspectioneachPass the city's fee through at cost, or say it is included.
Roof repair laborhourFor leak calls and small repairs, priced by the hour plus materials.

Terms and deposit language for roofing

  • Deposit. A deposit is due when the customer signs, so the shingles and underlayment can be ordered and the job put on the calendar. Some states cap how much you can take up front on home improvement work, so check yours before you set it.
  • Payment. The balance is due when the roof is finished and the yard is cleaned up. If the customer is paying through an insurance claim, say who pays the deductible and when the insurance check is signed over.
  • Warranty. Say two things separately: the shingle maker's warranty on the material, and your own warranty on the workmanship, with how many years each runs and what voids it.
  • Rotted decking found at tear-off is replaced at the per-sheet price on the estimate, and the customer is shown the boards before you close them up.
  • Weather can move the start date. Say how you will tell the customer and that a tarp goes on any open section at the end of each day.
  • Say who handles the permit and who is home for the inspection.

How to fill it in

  1. Fill in the customer and the job.
  2. Check each option's name, its one-line difference and its lines.
  3. Add your prices; each option totals on its own.
  4. Set tax, the deposit and the good-until date.
  5. Print it, download it, or send it from Koira so the customer can pick and sign on the phone.

Free tools for roofing

The same proposal for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, septic, snow removal, solar, tree service, waterproofing, window cleaning.

More for roofers: how roofers run on Koira.

FAQ

Should a roofer give three options?

Three options change the question the homeowner asks: which of your roofs, instead of which roofer. Keep the differences real: underlayment, ventilation, shingle line, warranty. Three versions of the same roof at three prices just looks like haggling.

What goes in a better or best roofing option?

Things that make the roof last or protect the house: full synthetic underlayment, ice and water shield in valleys and along eaves, ridge venting with matching intake, a heavier shingle line, matched system parts for a longer manufacturer warranty, and a longer workmanship warranty from you.

How is a roofing proposal different from an estimate?

An estimate prices one scope. A proposal sells a choice: two or three scopes, why each exists, and a place to pick one. On a job the size of a roof, the proposal is often the better tool.

Can the customer pick an option online?

On a printed proposal they mark the option and sign. If you carry the proposal into a free Koira account with Customize and send, the customer gets a link where they tap the option they want, sign and pay the deposit.

We know what works. Leave it to Koira.

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● Koira did it● You by hand
Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Free Roofing Proposal Template (PDF and Word) | Koira