# RidgeQuote statement of work package

A buyer-signable SOW packet for turning Roofing Estimator into a paid, rebrandable roofing estimating software for scope, margin, proposal, and e-sign workflows pilot with scoped deliverables, acceptance gates, data responsibilities, support terms, change controls, and signature ownership.

Buyer default: Northline Roofing Co.
Recommended tier: Estimator desk pilot
Investment summary: $20k-$38k setup and $900-$3.2k/month recurring. 45 percent due at signature for tenant setup, price book mapping, and proposal template review.
Target launch window: Weeks 4-8; 1 week price-book prep, 2 weeks estimate and approval hardening, 2 weeks proposal pilot.
SOW term: 5-week estimator pilot for one roofing sales team, one price book, and controlled proposal handoff.
Production domain: roofing-estimator.ideas-realized.com
Preview URL: https://roofing-estimator.ideas-realized.com
JSON manifest: /demo-library/roofing-estimator/statement-of-work.json

## Agreement Snapshot

- Product: RidgeQuote
- Buyer: Northline Roofing Co.
- First proof screen: proposal
- First proof URL: https://roofing-estimator.ideas-realized.com?screen=proposal

## Scope Modules

- Tenant setup: Estimator and proposal workspace. Scope: Configure roofing systems, material categories, margin thresholds, proposal sections, roles, and brand tokens. Acceptance: Scope, sell price, and gross margin update together.
- Data onboarding: Price-book and proposal template import. Scope: Map price-book fields, validate effective dates, define labor rules, and stage proposal handoff fields. Acceptance: Approval checks are visible; send gate needs production workflow.
- Workflow configuration: Margin approval and proposal readiness. Scope: Configure low-margin approval gates, follow-up reminders, price drift review, and proposal handoff state. Acceptance: Proposal sections exist; PDF output provider is not selected.
- Pilot review: Estimator KPI and handoff package. Scope: Deliver estimate turnaround summary, margin exception report, price-book drift list, and CRM/e-sign recommendation. Acceptance: Run price drift review and show stale items before proposal send.

## Delivery Milestones

- Kickoff (Week 1, Sales manager): Price book, margin rules, and proposal handoff expectations are approved. Exit: Price-book import template and approval policy are accepted. Payment: 45 percent due at signature for tenant setup, price book mapping, and proposal template review.
- Configuration (Weeks 2-3, Implementation lead): Estimator, approvals, price-book review, and proposal handoff are configured. Exit: Sales manager can build and approve sample estimates. Payment: 35 percent due after estimate calculator, approval workflow, and proposal packet pass estimator review.
- Pilot (Weeks 4-5, Sales team lead): Team uses the workspace for controlled estimate and proposal preparation. Exit: Proposal handoff export and margin exception report are accepted. Payment: 20 percent due after pilot KPI report and CRM/accounting handoff recommendation are accepted.

## 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.
- 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.

## Buyer Responsibilities

- Provide price-book export and approved proposal language before configuration starts.
- Confirm margin thresholds and approver roles.
- Keep live e-sign, financing, supplier sync, and CRM writeback outside MVP unless separately scoped.
- 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.

## Ideas Realized Responsibilities

- Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.
- 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.
- Estimator launch thread: Business days during pilot
- Maintain the demo-derived production domain plan for roofing-estimator.ideas-realized.com.

## Data And Security Responsibilities

### Buyer operations owner

- 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.
- Price book: provide 80 to 400 material and labor rows from Estimator spreadsheet, supplier sheet, or existing quoting tool export with [object Object], [object Object], [object Object], [object Object].
- Estimate templates: provide 5 to 20 scope templates from Sales spreadsheet or proposal template with [object Object], [object Object], [object Object].
- Proposal content: provide 8 to 25 proposal sections from Branded proposal document or PDF copy deck with [object Object], [object Object], [object Object].

### Ideas Realized implementation lead

- 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.
- Margin math acceptance: Estimate totals cannot be trusted until cost, markup, discount, and tax rules are approved. Resolution: Sales manager signs off on three representative estimates.
- Proposal copy approval: Customer-facing sections need brand and legal review before PDF export. Resolution: Mark proposal sections as template until customer packet copy is approved.
- CRM handoff rule: The pilot can export estimate status before direct CRM sync. Resolution: Choose CSV, HubSpot, JobNimbus, AccuLynx, or no-sync for phase one.

## Support And Service Levels

- Estimator launch thread: Business days during pilot; response Next business day. Included: Price-book import questions, approval rule tuning, proposal handoff updates, and report review.
- Weekly estimating review: One 45-minute session per week; response Scheduled. Included: Margin exception review, price-book drift review, proposal readiness review, and expansion planning.

## Change Orders And Exclusions

- Change control: Native e-sign sending, financing workflow, or proposal legal review: Scope after proposal handoff export and template language are approved. Owner: Client sponsor.
- Change control: Supplier price sync or CRM opportunity writeback: Requires API review, price reconciliation plan, and follow-on integration estimate. Owner: Implementation lead.
- Exclusion: No guaranteed measurement accuracy without approved measurement source and estimator review.
- Exclusion: No payment collection or financing workflow in the base pilot.
- Exclusion: No CRM/accounting writeback unless the connector add-on is signed.
- Exclusion: Do not promise automated roof measurement accuracy without source validation.
- Exclusion: Do not include live payment collection in the base pilot.
- Exclusion: Do not bypass buyer-approved margin floors or proposal exclusions.

## Legal Review Notes

- This demo SOW package is a sales and implementation planning artifact, not legal advice.
- Final MSA, DPA, payment terms, taxes, procurement language, and security addenda require buyer/legal review before signature.
- No regulated production data should be loaded until data-processing, access, retention, and incident-response terms are approved.

## 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.

## Implementation Handoff Links

- Deal desk package: /demo-library/roofing-estimator/deal-desk
- Deal desk package JSON: /demo-library/roofing-estimator/deal-desk.json
- Procurement pack: /demo-library/roofing-estimator/procurement-pack
- Client proposal: /demo-library/roofing-estimator/client-proposal
- Client launch plan JSON: /demo-library/roofing-estimator/client-launch-plan.json
- Implementation work order: /demo-library/roofing-estimator/implementation-work-order
- Deployment launch plan JSON: /demo-library/roofing-estimator/deployment-launch.json
- Production data contract JSON: /demo-library/roofing-estimator/data-contract.json
- Tenant seed package JSON: /demo-library/roofing-estimator/tenant-seed-package.json
- Buyer launch room: /demo-library/roofing-estimator/launch-room