{"kind":"demo-deal-desk-package","version":"wave-1","sourceDemo":{"slug":"roofing-estimator","title":"Roofing Estimator","archetype":"A3","canonicalPath":"/demo-library/roofing-estimator","appPath":"/demo-apps/roofing-estimator","subdomain":"roofing-estimator.ideas-realized.com"},"buyerOrder":{"productName":"RidgeQuote","buyerDefault":"Northline Roofing Co.","recommendedTier":"Estimator desk pilot","setupFeeRange":"$20k-$38k","recurringFeeRange":"$900-$3.2k/month","closeAssumption":"Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review.","grossMarginModel":"Target 60-72 percent implementation margin after price book cleanup, approval workflow configuration, proposal template tuning, and pilot support.","orderFormHeadline":"Order form for a roofing estimate pilot with price book, margin, and proposal controls.","orderFormSummary":"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."},"commercialPackage":{"orderFormHeadline":"Order form for a roofing estimate pilot with price book, margin, and proposal controls.","orderFormSummary":"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.","recommendedTier":"Estimator desk pilot","setupFeeRange":"$20k-$38k","recurringFeeRange":"$900-$3.2k/month","grossMarginModel":"Target 60-72 percent implementation margin after price book cleanup, approval workflow configuration, proposal template tuning, and pilot support.","closeAssumption":"Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review.","paymentMilestones":["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."],"includedLineItems":[{"label":"Estimator workspace setup","feeType":"setup","priceBand":"$6k-$10k","scope":"Brand tokens, estimator roles, estimate stages, proposal shell, and customer-facing packet defaults.","status":"template"},{"label":"Price book and margin import","feeType":"setup","priceBand":"$6k-$12k","scope":"Map material categories, labor rates, waste factors, margin floors, and approval thresholds.","status":"needs-client"},{"label":"Estimate and proposal workflow","feeType":"setup","priceBand":"$7k-$14k","scope":"Configure takeoff inputs, pricing rules, scope notes, margin approval, proposal packet, and manual CRM export.","status":"template"},{"label":"Pilot hosting and estimating support","feeType":"recurring","priceBand":"$900-$3.2k/month","scope":"Hosting, template edits, price rule tuning, weekly estimate review, and approval workflow support.","status":"ready"}],"optionalAddOns":[{"name":"CRM or accounting handoff connector","trigger":"Buyer wants won proposals, line items, or invoice prep sent into an existing system.","priceBand":"$14k-$34k","implementationNote":"Requires API/export review, deal ownership rules, and reconciliation checks."},{"name":"Measurement import integration","trigger":"Buyer wants EagleView, Hover, satellite takeoff, or supplier measurement import.","priceBand":"$12k-$30k","implementationNote":"Requires source file/API review, unit conversion rules, and estimator validation scenarios."},{"name":"Customer e-sign and payment deposit","trigger":"Buyer wants signed proposals and deposits in the pilot.","priceBand":"$10k-$24k plus processor fees","implementationNote":"Requires contract language approval, signature provider selection, payment terms, and receipt audit logs."}],"scopeBoundaries":["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."],"approvalChecklist":[{"gate":"Price book approved","owner":"Estimator lead","requiredEvidence":"Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs."},{"gate":"Proposal language accepted","owner":"Client sponsor","requiredEvidence":"Scope notes, exclusions, warranty language, and customer packet wording approved."},{"gate":"Margin approval accepted","owner":"Implementation lead","requiredEvidence":"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."]},"counts":{"includedLineItemCount":4,"optionalAddOnCount":3,"paymentMilestoneCount":3,"scopeBoundaryCount":3,"approvalGateCount":3,"redlineCount":3,"needsClientLineItemCount":1,"templateLineItemCount":2,"readyLineItemCount":1},"implementationManifest":{"markdownPath":"/demo-library/roofing-estimator/deal-desk","jsonPath":"/demo-library/roofing-estimator/deal-desk.json","launchRoomPath":"/demo-library/roofing-estimator/launch-room","clientProposalPath":"/demo-library/roofing-estimator/client-proposal","clientLaunchPlanPath":"/demo-library/roofing-estimator/client-launch-plan","clientLaunchPlanJsonPath":"/demo-library/roofing-estimator/client-launch-plan.json","procurementPackPath":"/demo-library/roofing-estimator/procurement-pack","statementOfWorkPackagePath":"/demo-library/roofing-estimator/statement-of-work","statementOfWorkPackageJsonPath":"/demo-library/roofing-estimator/statement-of-work.json","tenantSeedPackageJsonPath":"/demo-library/roofing-estimator/tenant-seed-package.json","deploymentLaunchPlanJsonPath":"/demo-library/roofing-estimator/deployment-launch.json","firstProofUrl":"https://roofing-estimator.ideas-realized.com?screen=proposal","firstProofScreen":"proposal"}}