Roofing Proposal Software That Closes Before You Leave the Driveway
Build good-better-best roofing proposals on a tablet at the customer's home — material options, financing, and e-signature in one tool. Reps leave with a signed contract, not a promise to think about it.
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Built for Roofing Sales — Not Generic Quoting
Good-better-best on one screen
Present standard, mid-grade, and premium shingle lines side by side — with warranty terms, product specs, and monthly financing for each tier. Customers compare and decide on the spot, driving upgrade selections.
Financing at the kitchen table
Connect GoodLeap, Service Finance, and other roofing lenders inside EasyQuote. Monthly payments calculate instantly for each product tier — reps never have to say “I'll send financing options later.”
Live material pricing
Your ops manager controls the material catalog and pricing. Reps build from current prices — no outdated price sheets, no reps quoting wrong, no margin surprises when the job closes.
Signed to scheduled instantly
When a homeowner signs, the job flows into project management — materials selected, customer info, install address. Your ops team has a ready-to-schedule project without touching a keyboard.
Stop Mailing Quotes the Next Day. Start Closing at the Door.
Most roofing companies still run their sales the same way — rep goes out, sends a quote by email the next day, follows up for a week hoping the homeowner hasn't called a competitor.
EasyQuote changes the process. Reps build proposals on-site, present options and financing at the kitchen table, and collect a signature before leaving. The difference in close rate isn't small.
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From Signed Proposal to Scheduled Install — No Re-Entry
The moment a homeowner signs a roofing proposal in EasyQuote, SubcontractorHub creates a project with every detail from the sale — materials selected, upgrades, customer contact, install address, financing status.
Your install coordinator doesn't need to call the rep, re-enter the order, or hunt down the signed proposal. They see a ready-to-schedule project the second the deal closes.
Book a DemoEasyQuote is the right fit if:
Built for roofing companies running a direct-to-homeowner sales process where in-home close rates drive revenue.
Talk to the TeamYour reps present proposals on-site and in-home close rates matter
You sell good-better-best shingle and material options
Financing is part of how your customers pay for replacements
You want your pricing controlled by ops, not reps with spreadsheets
Your install team loses time getting job details from sales
You also do solar or HVAC and want one platform for all trades
Common Questions About Roofing Proposal Software
What is roofing proposal software?
Roofing proposal software lets reps build accurate roofing proposals at the customer's home — with material options, pricing tiers, financing, and e-signature — and close on the first visit. The best roofing proposal tools connect to your CRM and project management so signed jobs flow directly into operations without manual re-entry.
What should roofing proposal software include?
Look for: a configurable material and pricing catalog your team controls, good-better-best shingle and system options, embedded financing so customers see monthly payment options at the table, e-signature collection on any device, automatic project creation when a job closes, and rep close rate dashboards. The best roofing proposal tools handle storm damage, insurance, and retail replacement workflows — not just standard replacement quotes.
How does roofing proposal software improve close rates?
Roofing proposal software improves close rates in three ways: speed (reps build proposals in minutes on-site instead of mailing a quote the next day), financing (customers decide faster when they see monthly payments instead of lump sums), and presentation (a professional branded proposal on a tablet outperforms a handwritten estimate every time). Reps who present and collect signatures on-site consistently close more jobs than those who follow up by email.
Can roofing proposal software handle good-better-best shingle options?
Yes. SubcontractorHub EasyQuote is built for good-better-best roofing proposals. You configure your shingle lines, underlayment upgrades, and accessory options in the catalog, and reps present all tiers on a single screen. Customers compare warranty terms, product grades, and monthly payment differences side by side — which drives higher-margin upgrade selections.
Does roofing proposal software integrate with financing?
Yes. SubcontractorHub connects to GoodLeap, Service Finance, Mosaic, and other roofing financing partners directly inside EasyQuote. Monthly payments calculate instantly for each product tier, and customers can submit a financing application without leaving the proposal. Approval status tracks alongside the deal in your pipeline so managers always know the financing status of every open job.
Ready to Close More Roofing Jobs on the First Visit?
Book a demo and see how EasyQuote connects roofing proposals, financing, and project management in one platform built for installation businesses.
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