Proposal template
Free Roofing Proposal Template
A roofing proposal is a customer-facing offer that explains the inspected condition, recommended scope, material options, price, schedule, exclusions, and next step before a final contract is signed. Use this free editable template to organize those details for repair, replacement, and re-roof projects.
Free editable DOCX with a filled roofing proposal example
Covers scope, materials, pricing, payment schedule, and exclusions
Connects inspection and estimating notes to customer acceptance and contract preparation
Optional professional pack
Turn an approved proposal into reusable scope and contract files.
Keep the free proposal DOCX, or add editable scope and contract DOCX files, print-ready PDFs, and a handoff checklist for the next stage of the job.
- ✓ Editable scope + contract DOCX
- ✓ Print-ready PDF files
- ✓ Project handoff checklist
$29 USD · one-time · no subscription
Filled example
Filled roofing proposal example
This filled example shows how inspection findings, scope, material selection, pricing, payment milestones, exclusions, and customer acceptance can work together without pretending the proposal is the final construction agreement.
- Inspection finding and recommendation
- Inspection at 124 Sample Street identified widespread granule loss, brittle ridge caps, and aged pipe flashing. Recommend replacement of the main dwelling roof rather than isolated shingle repairs.
- Included scope
- Remove one existing roof layer; inspect exposed decking; install synthetic underlayment, new drip edge, pipe flashing, ridge ventilation, and architectural shingles; complete magnetic cleanup and haul away roofing debris.
- Material selection and warranty notes
- Base option uses the listed architectural shingle system and matching manufacturer components. Confirm color before ordering. State the manufacturer material warranty separately from any contractor workmanship warranty.
- Price, options, and payment schedule
- Base proposal: $14,800. Optional upgraded shingle package: add $1,250. Proposed payments: 10% deposit after the final agreement, 40% after material delivery, and the balance after completion and walkthrough, subject to local requirements.
- Schedule and exclusions
- Estimated duration: two working days after material delivery, subject to weather and permit timing. Hidden decking, interior repairs, and work outside the listed roof areas are excluded and require written approval at the stated unit rate.
- Customer acceptance and next step
- Proposal valid for 30 days. Customer selects the base option and authorizes preparation of the final project agreement. Acceptance of this proposal is not a notice to proceed and does not replace the final signed agreement.
Example only. Replace names, measurements, prices, product details, notices, and approval language with project-specific information.
Field-by-field guide
Inspection finding
State the observed condition without promising facts that have not been verified below the roof covering.
Recommended work
Describe the roof areas, removal, installation, cleanup, and attachments included in the offer.
Materials and warranty
Name the proposed system and options, then distinguish manufacturer material coverage from any contractor workmanship warranty.
Price options
Separate the base price from upgrades, allowances, unit rates, credits, and taxes.
Payment schedule
Show proposed deposit, progress, and final payment milestones, subject to applicable local requirements and the final agreement.
Exclusions
Call out hidden decking, interior damage, permits, code upgrades, or other work that is not included in the base proposal.
Proposal validity
State how long pricing remains open and what happens after the customer accepts the proposal.
Customer acceptance
Identify the selected option and next step without implying that the proposal replaces required contract terms or authorizes work to begin.
What should a roofing proposal include?
A roofing proposal should identify the customer and property, summarize inspection findings, recommend a defined scope, list material choices, show the base price and optional work, explain the payment schedule and exclusions, state how long the offer is valid, and give the customer a clear acceptance step.
Estimate, proposal, and contract are different steps
An estimate organizes quantities and pricing assumptions. A proposal presents the recommended work and price to the customer. After the customer selects an option, the accepted details should be reviewed and carried into the final project agreement.
Carry the accepted proposal into the final agreement
Customer acceptance can confirm the selected proposal option and authorize preparation of the final agreement, but the proposal should not silently replace contract terms, required notices, or a notice to proceed. Recheck scope, price, payment milestones, warranty language, and project-specific requirements before signing.
Document changes after acceptance
If tear-off reveals damaged decking or the customer changes materials, ventilation, or other approved work, document the revised scope, price, and schedule before performing the extra work instead of editing the original proposal without a record.
Document approved changes with the roofing change order form
Document workflow
Use this page with adjacent RooferForms templates to connect estimate, proposal, scope, contract, and change order workflows.
Editorial and professional review
RooferForms provides templates and general business information only. It does not provide legal advice, insurance advice, public adjusting services, tax advice, or accounting advice. Contractors should review documents with qualified local professionals before use.
Reviewed by the RooferForms editorial team on September 29, 2026.
Reviewed for a clear estimate-to-proposal-to-contract workflow, transparent pricing and exclusions, project-specific assumptions, and separation between proposal acceptance and the final agreement.
Template checklist
FAQ
What should a roofing proposal include?
A roofing proposal should include customer and property details, inspection findings, recommended scope, material options, price and payment schedule, estimated timing, exclusions, offer expiration, and a clear customer acceptance step.
Is a roofing proposal the same as a roofing contract?
No. A proposal is usually a sales document that explains the recommended work and price. A contract is the formal agreement that governs the project after both parties accept the terms.
Can I include multiple roof material options?
Yes. Many contractors include good, better, and best options for shingles, underlayment, ventilation, or warranty packages.
How should payment terms appear in a roofing proposal?
Show the total or selected price and identify the proposed deposit, progress payment, and final payment milestones. Confirm local requirements and carry the approved schedule into the final agreement.
Should a proposal include exclusions?
Yes. Exclusions help clarify what is not included, such as hidden decking repairs, permit fees, interior damage, or work discovered after tear-off.
Related roofing document pages
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Open related pageRoofing Scope of Work Template and Example
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Open related pageRoofing Contract Template
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Open related pageFree Roofing Change Order Form
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Open related pageRoofing Work Order Form
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