Mastering Catalog, Proposals & Proposal Templates

Learn how to set up your catalog, build proposal templates, and create proposals from measurements and jobs, all within the Roofr CRM.

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Mastering Catalog, Proposals & Proposal Templates

Lesson summary

Building your catalog, crafting proposal templates, and creating proposals from measurements and jobs is easy when everything works together. In this lesson, we’re teaching you everything you need to know about these foundational tools in the Roofr CRM.

Lesson contents

Why Catalog, Proposals, and Templates Matter

Building Your Catalog

Building, Editing, and Customizing Proposal Templates

Creating Proposals from Job Cards and Measurements

Sending and Signing Proposals

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Lesson details

Beginner

videos

22 minutes

Lesson progress

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Account Settings, Job Board, Job Cards, Team Members & More

In this lesson, we'll be teaching you how to set up and optimize your account so it works efficiently and effectively based on your unique processes. This includes account settings, managing team members, customizing your job board, job card walk-through, updating workflows, stages, and more.

Start lesson

Roofr Introduction: Account Set Up & Optimization

Mastering Catalog, Proposals & Proposal Templates

Account Settings, Job Board, Job Cards, Team Members & More