# RidgeQuote pilot proposal A client-ready proposal for turning the Roofing Estimator demo into a scoped, rebrandable roofing estimate and proposal software pilot with clear launch owners, commercial terms, acceptance criteria, and follow-on SEO/AEO expansion. Recommended offer: Roofing estimate and proposal software pilot package Investment summary: $20k-$38k setup, $900-$3.2k/month recurring, $1k-$4k/month hosting, price-book maintenance, PDF/e-sign support planning, and CRM handoff. Target launch window: Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot. ## Executive Narrative A rebrandable roofing estimate and proposal workspace for contractors that need faster scope math, margin approvals, and branded proposal output. The paid pilot keeps scope tight: prove faster proposals, fewer margin mistakes, and clearer sales-manager approval before customer delivery. while deferring custom integrations, advanced automation, and unsupported workflow expansion until the buyer validates adoption. Buyer outcome: Faster proposals, fewer margin mistakes, and clearer sales-manager approval before customer delivery. Proof points: - Estimate completeness: 90% of pilot estimates include scope, line items, margin, and approval state.. Evidence: Estimate table and calculator detail. - Price book coverage: One roof system, common materials, labor assumptions, and adders approved for pilot.. Evidence: Price book list. - Proposal handoff readiness: One branded proposal packet path ready before live PDF/e-sign automation.. Evidence: Proposal section builder and implementation export. - Faster quote delivery: Move from field scope to review-ready packet during the first pilot workflow. modeled lift. - Margin protection: Flag discount, labor, material, and approval issues before proposal handoff. modeled lift. ## Prospect Fit - Produces at least 20 proposals per month. - Uses spreadsheets, PDFs, or generic CRM templates for estimate math and proposal assembly. - Managers need margin review before proposals go out. - Roofing company owners and Sales managers can validate the pilot without replacing their core system. ## Scope ### Tenant setup Configure roofing systems, material categories, margin thresholds, proposal sections, roles, and brand tokens. Deliverables: - Estimator and proposal workspace - Scope takeoff and material selection - Price-book import template - Price book import map Acceptance: Scope, sell price, and gross margin update together. ### Data onboarding Map price-book fields, validate effective dates, define labor rules, and stage proposal handoff fields. Deliverables: - Price-book and proposal template import - Price-book-backed estimate math and margin checks - Margin approval rule sheet - Estimate templates import map Acceptance: Approval checks are visible; send gate needs production workflow. ### Workflow configuration Configure low-margin approval gates, follow-up reminders, price drift review, and proposal handoff state. Deliverables: - Margin approval and proposal readiness - Approval queue for low-margin or stale-price proposals - Proposal packet sample - Proposal content import map Acceptance: Proposal sections exist; PDF output provider is not selected. ### Pilot review Deliver estimate turnaround summary, margin exception report, price-book drift list, and CRM/e-sign recommendation. Deliverables: - Estimator KPI and handoff package - Proposal packet readiness and handoff export - CRM/e-sign handoff note Acceptance: Run price drift review and show stale items before proposal send. ## Timeline - Kickoff (Week 1): Sales manager. Buyer action: Sales manager: approves the pilot offer, success criteria, and weekly launch decisions. Deliverable: map estimate workflow, proposal sections, price-book categories, and approval rules. Exit: Price-book import template and approval policy are accepted. - Configuration (Weeks 2-3): Implementation lead. Buyer action: Estimator lead: provides source data, validates import exceptions, and confirms cutover readiness. Deliverable: load sample price book and two estimate examples. Exit: Sales manager can build and approve sample estimates. - Pilot (Weeks 4-5): Sales team lead. Buyer action: Estimator: tests the workflow against real records before broader rollout. Deliverable: test scope math, margin approval, and proposal preview. Exit: Proposal handoff export and margin exception report are accepted. ## Commercial Terms - Recommended tier: Estimator desk pilot. Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review. - Pilot setup: $20k-$38k. Brand tokens, estimator roles, estimate stages, proposal shell, and customer-facing packet defaults. - Recurring support: $900-$3.2k/month. Estimator launch thread: Business days during pilot; Weekly estimating review: One 45-minute session per week - Price book and margin import: $6k-$12k. Map material categories, labor rates, waste factors, margin floors, and approval thresholds. - Estimate and proposal workflow: $7k-$14k. Configure takeoff inputs, pricing rules, scope notes, margin approval, proposal packet, and manual CRM export. - Pilot hosting and estimating support: $900-$3.2k/month. Hosting, template edits, price rule tuning, weekly estimate review, and approval workflow support. ## Buyer Commitments - Price-book export with item, unit, labor rule, waste factor, vendor, and effective-date fields. - Sample estimate or proposal packet with warranty, alternates, and financing language. - Margin threshold policy, approver list, and proposal lock expectations. - CRM and e-sign handoff preference for the pilot. - One estimate workflow kickoff, one price-book review, and one proposal-output review. before configuration begins. - Estimator launch thread with Next business day response during setup. ## Assumptions - Data path: Load a controlled roof-system price book, validate markup math with the sales manager, then let reps build review-ready estimates while proposal export remains template-based. - Identity model: Sales team email login for pilot users, with customer proposal links isolated from staff workspaces. - Session model: Company-scoped staff sessions plus tokenized customer proposal view sessions. - Domain strategy: Use estimates.clientdomain.com or proposals.clientdomain.com for production and keep roofing-estimator.ideas-realized.com as the sales preview. - Payment milestone: 45 percent due at signature for tenant setup, price book mapping, and proposal template review. ## Out of Scope - No guaranteed measurement accuracy without approved measurement source and estimator review. - No payment collection or financing workflow in the base pilot. - No CRM/accounting writeback unless the connector add-on is signed. - Do not promise automated roof measurement accuracy without source validation. - Do not include live payment collection in the base pilot. - Do not bypass buyer-approved margin floors or proposal exclusions. - Deferred module: Native e-signature sending - Deferred module: Financing application workflow - Deferred module: Supplier price sync and CRM opportunity writeback ## Acceptance Criteria - Price book imports with effective dates, units, waste factors, and labor rules. - Low-margin estimates are blocked or flagged before proposal handoff. - Proposal packet export includes scope, alternates, warranty, financing note, and approval state. - Price drift review surfaces stale or missing price-book items before send. - Update roof scope and recalculate margin: Scope, sell price, and gross margin update together. - Block proposal send under margin floor: Approval checks are visible; send gate needs production workflow. - Assemble branded proposal packet: Proposal sections exist; PDF output provider is not selected. - Price book imports with effective dates, units, waste factors, and labor rules. - Low-margin estimates are blocked or flagged before proposal handoff. ## Risk Controls - Pilot risk control 1: Implementation lead; Measurement accuracy, financing, payments, and e-signature scope can create liability if sold before source validation. - Pilot risk control 2: Product engineer; No guaranteed measurement accuracy without approved measurement source and estimator review. - Pilot risk control 3: Growth lead; No payment collection or financing workflow in the base pilot. - Price-book accuracy can undermine trust if material costs are stale.: Implementation lead; Show effective dates and require price drift review before proposal handoff. - Proposal send/e-sign can introduce legal and brand review requirements.: Client sponsor; Keep MVP in export/handoff mode until the client approves proposal templates. ## SEO/AEO Expansion - Roofing estimating software: /industries/roofing-estimating-software - What should roofing estimate software include before proposal send? (SoftwareApplication) - How can roofing companies control low-margin proposals? (HowTo) - Roofing estimator software vs spreadsheet proposal templates - Proposal builder vs CRM quote module ## Next Steps - Approve Estimator desk pilot and confirm $20k-$38k setup band. - Send required assets: Sample price book, Recent estimate examples, Proposal brand and legal copy. - Schedule One estimate workflow kickoff, one price-book review, and one proposal-output review.. - Choose launch domain: roofing-estimator.ideas-realized.com preview now, then roofing-estimator.ideas-realized.com for production. - Use Update roof scope and recalculate margin as the first go/no-go decision. ## Signature Blocks - Client sponsor: Approves budget, pilot scope, and launch decision. - Buyer operations owner: Provides source data, validates workflow language, and accepts launch criteria. - Ideas Realized implementation lead: Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.