Roofing proposal: Free template
Customize this free roofing proposal with Cobrief
Open this free roofing proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on the roof type, materials, and property details. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.
Once you're done, send, download, or save the proposal in one click — no formatting or setup required.
This template is fully customizable and built for real-world use — ideal for roof replacements, new installations, storm damage repairs, or routine upgrades. Whether you’re quoting residential, commercial, or flat roof work, this version gives you a structured head start and removes the guesswork.
What is a roofing proposal?
A roofing proposal is a document that outlines the scope, materials, labor, and cost for roofing services. It’s typically shared by contractors after an inspection or consultation, and helps the client understand the proposed work — from tear-off to installation and cleanup.
It defines what the job includes, how long it will take, what materials will be used, and how much it will cost — all before work begins.
A roofing proposal helps:
- Provide a clear and professional breakdown of roofing services
- Set expectations around timelines, materials, warranties, and cleanup
- Build client trust by communicating with clarity and transparency
- Serve as a starting point for contract approval and scheduling
If you're quoting roofing work and want a clean, effective way to present your plan, this format is ideal.
Why use Cobrief to edit your proposal
Instead of sending a rough estimate or confusing breakdown, use Cobrief to create polished proposals with built-in AI support.
- Edit the proposal directly in your browser: No formatting stress — just open and start customizing
- Rewrite sections with AI: Clarify scope, simplify technical descriptions, or adapt tone to match the client
- Run a one-click AI review: Catch unclear language, missing details, or inconsistent structure
- Apply AI suggestions instantly: Accept edits one-by-one or update everything with a single click
- Share or export instantly: Send a link or download a clean, branded PDF or DOCX file
Cobrief helps you close more jobs by presenting your roofing work clearly and professionally.
When to use this proposal
This roofing proposal works well for:
- Quoting full roof replacements or installations
- Responding to storm damage or insurance claim inspections
- Submitting bids for commercial or flat roofing jobs
- Offering upgrade options like architectural shingles or metal roofing
- Formalizing scope and pricing after a roof inspection or walk-through
Use this when you want to turn a quote into a confirmed job.
What to include in a roofing proposal
Each section of this proposal helps you explain what you’ll do, what it costs, and how the work will be delivered. Here’s how to use them:
- Executive summary: Briefly explain the current issue and your proposed solution (e.g., “Remove aging asphalt roof and install new architectural shingles with 30-year warranty to improve durability and curb appeal.”)
- Scope of work: Break down what’s included — tear-off, underlayment, flashing, vents, installation, haul-away, inspection. Be specific.
- Materials and specifications: List the roofing system, brand, type (shingle, metal, tile), color, and any accessories like drip edge, ridge vent, or ice & water shield.
- Timeline: Share expected start and completion dates, and note any weather dependencies or inspection delays.
- Permits and cleanup: Clarify if permits are included and what cleanup/disposal is provided after completion.
- Pricing: Provide a detailed cost breakdown — labor, materials, equipment, disposal. Include upgrade options or optional items if relevant.
- Terms and conditions: Include payment terms, warranty details (materials and workmanship), and any exclusions. Use plain language.
- Next steps: Close with a clear action — e.g., “Reply to approve and schedule your install,” or “Click to confirm and we’ll send the contract.”
How to write an effective roofing proposal
Roofing decisions often come down to clarity, trust, and value. Use these tips to write a winning proposal:
- Use plain-smart language: Avoid jargon — clearly explain what’s being removed, installed, and why
- Break down pricing: A transparent estimate builds trust and reduces objections
- Be specific on materials and warranties: Clients want to know what they’re getting and how long it’ll last
- Flag anything not included: If gutters, decking, or insulation aren’t part of the job, say so clearly
- Reassure on cleanup and safety: Make sure the client knows the site will be left safe and clean
- End with confidence: Always include a clear next step to keep things moving
Frequently asked questions (FAQs)
Can I include multiple roofing options in this proposal?
Yes — list different material types or system options side-by-side with separate pricing.
Does this proposal include removal of the old roof?
If yes, include it clearly in the scope and pricing. If no, flag that it’s a separate cost.
Can I include insurance-related language for storm damage?
Yes — just note that this proposal can be used for insurance claims, and adjust payment terms as needed.
Can I add warranty terms?
Absolutely — list manufacturer warranty length and any workmanship warranty you offer.
Is this a contract?
No — this is a proposal. You can attach or link to your contract or work authorization separately.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.