A fillable, roofing, siding and rain gutter bid proposal with checklist and space for describing work to be performed, payment schedule, terms and conditions, etc. ...all that you need is your customer's signature and you can get to work

This is a roofer's job reference sheet to list some of your roofing customers so that prospective customers may call and ask about your roofing services. Even in this day and age, not everyone checks up for references using social media and it may still prove a good habit to leave a reference sheet together with your proposal.

The form is easily and fully editable using Microsoft Word and the form also comes with an Interactive PDF form which is also fillable and can be personalized by editing your company name, address, form title, add your business logo and/or other trade or promotional images.

Tips To Sell More Jobs: 

Use this form first to initially propose your work and don't confuse your customer by showing him long and confusing legal documents and contracts from the start. Propose your work in an easy to read form rather than using legal documents, you will find it to be a more effective tool in obtaining the job. 

When filling out a proposal, do take the time to list out detailed specifications on all the work and services that you will be providing, don't just say “install new gutters,” instead list all gutter specifications including brand, manufacturer, type, styles, colors, etc., the more detailed that you are, the better! It is also a good idea to place your roofing warranty right on your bid proposal this gives peace of mind to your customer right from the start, also take with you other marketing materials such as a copy of the warranty certificate, all these small details add up to your credentials and professionalism as a roofer/contractor and helps build customer confidence in your proposed work and services which will make a huge difference when choosing you over the other contractors. 

Keep in mind that you aren't just ”doping off a bid proposal” you are selling yourself and services to your potential customer, so make it easy for the customer to choose you over the others, this form is a great starting point and after you get your customer's approval to proceed with work, then bring out the legal stuff (contracts and documents), not before!

Form Features:

Our customizable "fill-in-the-blanks" forms may be fully modified and personalized to meet your individual or business needs —and done as often as needed. Add/edit change your business form's header information such as your company name, address, contact numbers and business logo, add any other trade images, change/edit form field titles, form terms and just about any other wording found on the form, also change text and form ruling color/size to meet your exact business needs, etc. When you are done customizing, use the form as an electronic fill-in-the-blanks form and use it over and over again. Form may be filled-in using your computer, laptop or digital PC Windows tablet to deliver a professional, contemporary looking form that is sure to impress your potential customer.

Page Size: 8.5" x 11" (Standard US page size)

Document Pages: 1

Form Vers. v6.5

Printing: Form may be printed to any desktop, laser or inkjet printer, in color or black and white. Print only the forms that you need to avoid waste. For large print volume or carbonless forms (NCR), deliver camera ready artwork to your local office supply store or local print shop and save on typesetting or graphic design fees.

Format: This form comes bundled with Microsoft Word forms and an Interactive PDF form, for use with Microsoft Word and with free Adobe Reader or Acrobat; for graphic designers, we also offer the form in Adobe Illustrator or InDesign format, choose your preferred format at checkout.

Which Format Should I Get?

For inhouse, office, home office or other personal use, we recommend that you choose the user-friendly Microsoft Word and PDF Bundle.

Minimum system requirements:

• Microsoft Word 2003 or higher
• Free Adobe Reader v6 or higher

For graphic designers, print shops or individuals wanting to prepare camera-ready files for offset printing or delivery to your local print shop, we recommend that you choose Illustrator or InDesign format. Illustrator or InDesign files come bundled with only the document and template file.

Minimum system requirements:

• Illustrator CS v11 or higher
• InDesign CS3 v5 or higher

Software Delivery: This product is downloadable. You will receive the link to download your form by e-mail link as soon as purchase is approved by online processor. Purchases made using 2CheckOut payment processor will take about thirty minutes to be processed; PayPal orders are delivered immediately. If you do not receive expected e-mail, please be sure to check/search your junk or bulk email folders for the email from SnappyFORMS. 

Note: Sample company information displayed on forms such as business name, logo and other images may be replaced with your own image(s) and are only representative of what your form may look like after editing/customizing.

Trademarks: All product names, logos, and brands are property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement. Apple, Mac, Macbook and iMac are trademarks of Apple, Inc., registered in the U.S. and/or other countries. Microsoft, Word are either registered trademarks of Microsoft Corporation in the U.S. and/or other countries.

List price: Refers to a general pricing method if you were to have the form designed from scratch by a typesetter of graphic design studio, price may vary, we have used a very modest design price.