# RidgeQuote procurement and security packet A buyer-facing approval packet for turning Roofing Estimator into a paid pilot: commercial scope, data boundaries, access model, hosting plan, support coverage, automation limits, and sign-off evidence. Canonical product page: https://ideas-realized.com/demo-library/roofing-estimator Live app: https://roofing-estimator.ideas-realized.com Decision window: Weeks 4-8 Approval owner: Estimator lead Commercial snapshot: Roofing estimate and proposal software pilot package: $20k-$38k setup and $900-$3.2k/month recurring. Buyer can approve price book categories, margin floors, proposal language, and one estimator-owner for weekly review. ## Approval Sections ### 1. Commercial approval Owner: Sales lead Status: ready 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. - Recommended tier: Estimator desk pilot - 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. - Gross margin model: Target 60-72 percent implementation margin after price book cleanup, approval workflow configuration, proposal template tuning, and pilot support. ### 2. Data handling and import Owner: Implementation lead Status: needs-client The first pilot should prove estimate consistency before full CRM, e-sign, or PDF automation. The import plan focuses on material/labor line items, margin guardrails, and proposal-ready sections. - Cutover: 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. - Privacy note: Customer financing, insurance claim details, and signed proposal files should wait until secure storage and e-sign handoff are configured. - Sources in scope: Price book (80 to 400 material and labor rows); Estimate templates (5 to 20 scope templates); Proposal content (8 to 25 proposal sections) ### 3. Access and role boundaries Owner: Security reviewer Status: scoped The roofing estimator pilot needs permissions for estimate math, price-book updates, margin approvals, proposal exports, and customer-facing proposal access. - Identity provider: 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. - Permission scopes: Estimate math; Margin approval; Proposal handoff ### 4. Hosting and domain launch Owner: Deployment owner Status: scoped A production handoff plan for taking Roofing Estimator from sales preview to a client-owned launch domain with Netlify hosting, environment gates, monitoring, rollback, and canonical SEO/AEO checks. - Hosting model: Single Next.js application deployed from GitHub to Netlify, with demo subdomains rewritten into app-only routes and canonical SEO pages kept on ideas-realized.com. - Preview domain: roofing-estimator.ideas-realized.com - Production domain: roofing-estimator.ideas-realized.com ### 5. Support and SLA coverage Owner: Estimator launch thread Status: ready A buyer-ready support model for launching Roofing Estimator with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort. - Launch channel: Estimator launch thread: Business days during pilot - Renewal signal: Estimator software inquiry: 2 qualified roofing inquiries per quarter - Service levels: Estimator launch thread Next business day; Weekly estimating review Scheduled ### 6. Automation and notification guardrails Owner: Product lead Status: scoped The pilot should help sales teams quote faster while keeping margin exceptions, stale proposals, and customer handoff steps visible. - Rules: Low-margin approval gate (ready); Proposal follow-up reminder (template); Price book drift review (needs-client) - Escalations: Low-margin estimate pending: Approval request open longer than one business day.; Stale proposal: No customer response after seven business days. ### 7. Billing and renewal readiness Owner: Client sponsor Status: ready Commercial controls for selling Roofing Estimator: invoice milestones, pilot entitlements, seat packaging, renewal checkpoints, legal readiness, and upgrade triggers tied to the rebrand-ready pilot offer. - Billing model: Estimator desk pilot: Target 60-72 percent implementation margin after price book cleanup, approval workflow configuration, proposal template tuning, and pilot support. - Pilot price: $20k-$38k - Recurring price: $900-$3.2k/month ### 8. Statement of work and signature packet Owner: Client sponsor Status: ready The SOW package turns the proposal and deal desk into signable scope, milestones, service levels, exclusions, and signature blocks for Northline Roofing Co.. - Statement of work: /demo-library/roofing-estimator/statement-of-work - SOW JSON: /demo-library/roofing-estimator/statement-of-work.json - Client proposal: /demo-library/roofing-estimator/client-proposal ## Redlines and Change Controls - 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. - Native e-sign sending, financing workflow, or proposal legal review: Scope after proposal handoff export and template language are approved. - Supplier price sync or CRM opportunity writeback: Requires API review, price reconciliation plan, and follow-on integration estimate. ## Approval Checklist - Price book approved: Pilot materials, labor rates, waste factors, and margin floors validated against sample jobs. - Proposal language accepted: Scope notes, exclusions, warranty language, and customer packet wording approved. - Margin approval accepted: Estimator can trigger, resolve, and audit margin approval scenarios in the pilot workspace. - 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. - Canonical and noindex routing verified: Main-domain landing pages remain canonical while app-only routes are used for subdomain launch URLs. - Client proposal and implementation spec approved: RidgeQuote pilot proposal and JSON/Markdown implementation spec are reviewed before production domain cutover. - 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.