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Your files are ready as soon as your payment is confirmed. On a computer, go to You > Purchases and reviews on Etsy and click Download Files next to your order. Etsy also emails you a link. Bundles download as .zip files, so unzip them to get the folders. A computer works best, since phones don't always open .zip and .docx files well.

What software do I need?

The templates are Microsoft Word (.docx) files, and six of our tracking and calculator products also include an Excel (.xlsx) workbook. They are built for Microsoft Word and Excel. Other programs such as Google Docs, Pages or LibreOffice may open them, but the layout and formulas can shift, so check your file before you print. Every template comes with a How-To-Use PDF guide.

Can I put my own logo and company information on the templates?

Yes, that's what they're built for. Every template uses sample details for a fictional company, ACME Roof Pros. Swap in your logo, then use Find & Replace (Ctrl+H) to replace the company name, address, phone, email and license number. Each product's How-To-Use guide walks you through it step by step.

Can my whole team use the templates?

Yes. Your purchase covers use inside your own business, so you can brand the templates and use them with your own reps, managers and customers as often as you like. You may not resell, share or give away the template files themselves, or sell them as your own templates.

Are these templates legal advice? Will they work in my state?

No, they are templates, not legal advice. Contract, insurance, licensing and consumer-protection rules vary by state, so have a licensed attorney in your state review any contract, agreement or letter before you use it. Code references point to the model code, so confirm what your local code official has adopted.

Who are the Public Adjuster Tools for?

Licensed public adjusters only. They are not for contractors or anyone working without a public adjuster license. Licensing, contracts, fees and deadlines are set by each state, so the templates leave those items blank for you to complete for your state. Have a licensed attorney in your state review the letters and agreements before use.

Should I buy templates one at a time or in a bundle?

Bundles cost roughly 40% less than buying the same templates one at a time. A few bundles share templates (the Homeowner Handout Set and the Insurance Claim Starter Pack both include the Homeowner Guide to Roof Insurance Claims), so check each bundle's list before buying more than one. The Complete Roofing Business Kit includes all 33 of our original sales, contract and company templates.

Are the names and numbers in the samples real?

No. All names, addresses, phone numbers, license numbers, prices and case facts in the samples are fictitious placeholders for you to replace with your own.

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Roofing Estimate and Proposal Bundle, 5 Editable Word Templates, Informal Estimate, Quote Checklist, Upgrade Menu and Proposal Examples

Name: Roofing Estimate and Proposal Bundle, 5 Editable Word Templates, Informal Estimate, Quote Checklist, Upgrade Menu and Proposal Examples
Brand: RoofersCoffee
SKU: 4582197235
Price: 69.00 USD
Availability: InStock

Price:$69.00

By BrockStar

RoofersCoffee ·

United States

You can only make an offer when buying a single item

Highlights

Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 ZIP

The complete Estimates & Quotes set for roofing companies, in one download.

5 editable Microsoft Word templates, each with its own How-To-Use guide (PDF). Bought one at a time they total $111; this bundle is $69.

WHAT'S IN THE BUNDLE
• Formal Quote Checklist (1 page): Checklist the rep completes for every formal quote before it's emailed, confirming the customer received everything (inspection report, photos, itemized quote), manager approval and payment details
• High Value Quote Example (9 pages): Complete multi-page example proposal for a high-value residential re-roof
• Informal Estimate (1 page): One-page field estimate that gives the customer a price range for the work involved
• Professional Quote Example (3 pages): Example commercial roofing proposal letter with scope of work and pricing for a membrane roof replacement and three metal-roof options, a pricing summary and acceptance block. All figures are sample figures
• Roof Upgrade Options (1 page): Customer-facing package menu where the homeowner chooses one roof package, initials it, and understands what it costs and how upgrades work alongside insurance or grant money

WHAT YOU GET
• 5 editable Word templates (.docx) with real text and tables, nothing to retype or trace
• 5 How-To-Use guides (PDF), one per template, covering how to fill it in and rebrand it
• One .zip download with every file organized by template
• Sample company details (ACME Roof Pros) you replace in minutes with Find & Replace

MAKE THEM YOURS IN MINUTES
1. Open each .docx in Microsoft Word and swap the sample logo for yours.
2. Press Ctrl+H to replace the sample company name, address, phone, email and license number.
3. Change fonts and colors to match your brand, then save master copies as Word Templates (.dotx).

INSTANT DOWNLOAD
This is a digital product. Nothing is shipped. Your files are available right after purchase under You > Purchases on Etsy. Unzip the download to get the folders.

IMPORTANT
Templates only, not legal advice. Have a licensed attorney in your state review any contract or agreement before you use it. All names, addresses, phone numbers and figures in the templates are fictitious placeholders.

RoofersCoffee: professional paperwork for roofing sales teams and the owners who run them.

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