# RidgeQuote deal desk package

Order form for a roofing estimate pilot with price book, margin, and proposal controls.

Converts the roofing estimator demo into a signed estimating pilot: branded estimate workspace, price book import, material/labor rules, margin approvals, proposal packet generation, and CRM/accounting handoff boundaries.

Buyer default: Northline Roofing Co.
Recommended tier: Estimator desk pilot
Setup fee range: $20k-$38k
Recurring fee range: $900-$3.2k/month
JSON manifest: /demo-library/roofing-estimator/deal-desk.json

## Investment Snapshot

- Close assumption: Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review.
- Gross margin model: Target 60-72 percent implementation margin after price book cleanup, approval workflow configuration, proposal template tuning, and pilot support.
- First proof screen: proposal

## Included Line Items

- [template] Estimator workspace setup (setup, $6k-$10k): Brand tokens, estimator roles, estimate stages, proposal shell, and customer-facing packet defaults.
- [needs-client] Price book and margin import (setup, $6k-$12k): Map material categories, labor rates, waste factors, margin floors, and approval thresholds.
- [template] Estimate and proposal workflow (setup, $7k-$14k): Configure takeoff inputs, pricing rules, scope notes, margin approval, proposal packet, and manual CRM export.
- [ready] Pilot hosting and estimating support (recurring, $900-$3.2k/month): Hosting, template edits, price rule tuning, weekly estimate review, and approval workflow support.

## Optional Add-Ons

- CRM or accounting handoff connector ($14k-$34k): Buyer wants won proposals, line items, or invoice prep sent into an existing system. Requires API/export review, deal ownership rules, and reconciliation checks.
- Measurement import integration ($12k-$30k): Buyer wants EagleView, Hover, satellite takeoff, or supplier measurement import. Requires source file/API review, unit conversion rules, and estimator validation scenarios.
- Customer e-sign and payment deposit ($10k-$24k plus processor fees): Buyer wants signed proposals and deposits in the pilot. Requires contract language approval, signature provider selection, payment terms, and receipt audit logs.

## Payment Milestones

- 45 percent due at signature for tenant setup, price book mapping, and proposal template review.
- 35 percent due after estimate calculator, approval workflow, and proposal packet pass estimator review.
- 20 percent due after pilot KPI report and CRM/accounting handoff recommendation are accepted.

## Scope Boundaries

- 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.

## Approval Checklist

- Price book approved: Estimator lead. Evidence: Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs.
- Proposal language accepted: Client sponsor. Evidence: Scope notes, exclusions, warranty language, and customer packet wording approved.
- Margin approval accepted: Implementation lead. Evidence: Estimator can trigger, resolve, and audit margin approval scenarios in the pilot workspace.

## Redlines

- 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.

## Implementation Handoff Links

- Client proposal: /demo-library/roofing-estimator/client-proposal
- Client launch plan: /demo-library/roofing-estimator/client-launch-plan
- Client launch plan JSON: /demo-library/roofing-estimator/client-launch-plan.json
- Procurement pack: /demo-library/roofing-estimator/procurement-pack
- Statement of work package: /demo-library/roofing-estimator/statement-of-work
- Statement of work package JSON: /demo-library/roofing-estimator/statement-of-work.json
- Tenant seed package JSON: /demo-library/roofing-estimator/tenant-seed-package.json
- Deployment launch plan JSON: /demo-library/roofing-estimator/deployment-launch.json
- Buyer launch room: /demo-library/roofing-estimator/launch-room