Creating Winning Roofing Proposals With Roofr

Creating Winning Roofing Proposals With Roofr

If you're a roofing contractor, then you know that bidding on jobs can be tough. You can be the best or offer a peculiar solution in your industry, but if clients can’t find you, it would be a waste! You need to make sure your proposal stands out from the competition while still meeting the client's needs. Here are a few steps to creating a winning roofing proposal that guarantees your company wins any roofing job that comes their way. Ready to be a winner?

Also, try the only roofing software that every roofer needs.

1. Add a personal touch

Today, it’s easy to personalize proposals with artificial templates, thanks to all the advanced technology space and great tools one can get their hands on.

Here’s the caveat: many roofing contractors leave the bulk of proposal creation to AI without a pinch of emotion. Don't forget the person you're writing that proposal to is a human.

This means you need to make that proposal personal before shipping it off. And you need professional help to create a signature-worthy roofing proposal to make you stand out from the competition.

Truthfully, many roofing contractors have proposals rejected because it wasn’t well written, contained little to no important information, and sometimes, the proposals are just not visually appealing.

When writing a proposal in person, always write as if you're talking to one person. Having that mindset narrows the emotions and boosts the quality of your proposal, giving it a personal touch.

2. Address all project-specific guidelines and concerns

The company (the decision maker) you're sending that proposal to has its needs. Your paramount duty should be to pinpoint those needs and address them.

But how do you pinpoint those needs? It is very simple: through market research! You can start your market research from the view of the bid you've been given. If you don't have the data about the bids, Google is there for you!

The company you're writing to has a history, workers, and a track record you could look up. You can also check the websites of the pioneer companies in roofing to catch up with the lingo and have inside information.

Look up the key decision makers you're forwarding your proposal to, such as the CEO, Marketing Director, Heads of Units, and so on. Check their website or official page on LinkedIn. Look through their timeline and pick out something unique that would break the ice between you and them.

Also, address all the requirements needed by the company. For example, if the company requires green roofing materials, your proposal should specially outline how you'll address those needs.

3. Offer your unique solution and multiple options

Now, you must have a unique selling point that sets you apart from the competition.

Offer multiple options that can appeal to the client. For instance, roofing materials and pricing structures for every roofing project your quote. Doing that gives the decision-makers coming across your proposal the opportunity to choose various options according to their budgets.

It would be best to show your client how competent and knowledgeable you are about roof regulations in different places, which can be your unique selling proposition.

It's killing two birds with one stone.

To boost proposal readability:

  • Use subheadings and bullet points.
  • Add photos, such as images of the potential job site—before and after pictures of similar projects, and professional-quality headshots of your key team members.
  • Include a lot of white spaces.
  • Use simple font style and sizes that are at least 12pt size.

You can increase your readability with these simple steps.

4. Make it visually appealing

You can have the best of best proposal scripted or a well-hitting proposal template ready to be sent. But if it doesn’t appeal to the eye, you’re lowering the proposal’s chances of acceptance.

There are certain elements that are essential to every winning proposal. Some of them are:

  • A solid block of texts,
  • Proposal format,
  • Font style,
  • Font size.

This doesn’t mean you should be a pro at designing your page, but simple designing tricks can appeal to the reader and the client. Using headings and subheadings can make your business proposal more engaging and easy to read with a tidy design.

If charts, graphs, or any creative metrics would support your ideas and the data on your proposal, do not hesitate to use them—especially in colors!

It's always advisable to ask three other people to review your proposals first. You should proofread the proposal, but you still cannot catch the errors or vague points that need more explanation. Why? Because you wrote it!

It could be your employees, your friends or your family, or anyone available (that you feel comfortable asking). Ask them to look for grammatical errors, clarity, the main purpose, and if they would accept the proposal.

Be diligent in making edits as necessary—don't allow your ego to creep in. Your objective is to make this proposal reader-friendly and compelling so you will come out as an authority who knows what they are doing.

You can also get help from editing applications, these provide you support with grammar, punctuation, and spelling corrections.


The proposal is the most important document you will send to a potential customer. It’s your chance to show that you are knowledgeable about their expectations, understand their concerns, and have a solution that meets those needs.

When it comes to creating a winning roofing proposal, having a personal touch, addressing all project-specific guidelines and concerns, and offering both your unique solution and multiple options will guarantee you a win!

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