# RidgeQuote tenant seed package

Seed package for turning Roofing Estimator into a configured buyer tenant with users, roles, data sources, integrations, feature flags, automations, notifications, support defaults, and launch assets.

Tenant: Northline Roofing Co.
Production domain: roofing-estimator.ideas-realized.com
Preview domain: roofing-estimator.ideas-realized.com
Primary proof screen: proposal
JSON manifest: /demo-library/roofing-estimator/tenant-seed-package.json

## Seed Counts

- Users: 3
- Permission scopes: 3
- Data sources: 3
- Integrations: 4
- Automations: 3
- Notifications: 2
- Feature flags: 15
- Support tickets: 5
- Launch assets: 4
- Needs client input: 4

## Users And Roles

- Maya Chen (maya.chen@northlineroofingco.example) as Estimator: Builds scope assumptions, line items, and proposal packages.. Permissions: Estimate build and proposal draft workflow; Edit roof scope; Select materials
- Luis Romero (luis.romero@northlineroofingco.example) as Sales manager: Reviews margin, proposal stage, and follow-up priority.. Permissions: Margin approval and sales oversight; Approve low-margin estimates; Review price-book drift
- Dana Patel (dana.patel@northlineroofingco.example) as Customer signer: Receives proposal, financing option, warranty terms, and e-sign packet.. Permissions: Read-only proposal presentation; Review proposal sections; Select alternates

## Permission Scopes

- Estimate math: Estimator, Sales manager. Restricted: Internal margin, Labor assumption, Vendor cost. Launch check: Customer proposal view hides all estimate economics.
- Margin approval: Sales manager. Restricted: Approval note, Gross margin threshold, Exception reason. Launch check: Low-margin proposal cannot export without manager approval.
- Proposal handoff: Estimator, Sales manager, Customer signer. Restricted: Internal comments, Price-book drift notes, CRM writeback state. Launch check: Customer signer receives proposal-only view with no internal sections.

## Data Sources

- [ready] Price book from Estimator spreadsheet, supplier sheet, or existing quoting tool export: 80 to 400 material and labor rows. Owner: Estimator lead. Template: /demo-library/roofing-estimator/import-templates/price-book-import. Required fields: PriceBookItem.code, PriceBookItem.name, PriceBookItem.unitCost, PriceBookItem.defaultMarkup
- [template] Estimate templates from Sales spreadsheet or proposal template: 5 to 20 scope templates. Owner: Sales manager. Template: /demo-library/roofing-estimator/import-templates/estimate-pipeline. Required fields: EstimateTemplate.name, EstimateTemplate.scopeCategory
- [needs-client] Proposal content from Branded proposal document or PDF copy deck: 8 to 25 proposal sections. Owner: Operations lead. Template: /demo-library/roofing-estimator/import-templates/price-book-import. Required fields: ProposalSection.title, ProposalSection.body, ProposalSection.visibility

## Integrations

- [template] PDF proposal export (Estimator lead): Proposal sections and customer packet structure are scoped.
- [optional] E-sign envelope (Sales manager): DocuSign, Dropbox Sign, or native acceptance can be selected.
- [needs-client] CRM deal sync (Operations lead): Depends on sales pipeline source of truth.
- [ready] Price book import (Estimator lead): Material/labor line item model can ingest contractor pricing.

## Feature Flags

- core_field_inspection_and_takeoff_desk=on: Field inspection and takeoff desk. Owner: Estimator. Enabled for pilot launch.
- core_roof_scope_and_assumptions_form=on: Roof scope and assumptions form. Owner: Sales manager. Enabled for pilot launch.
- core_material_and_labor_calculator=on: Material and labor calculator. Owner: Customer signer. Enabled for pilot launch.
- core_price_book_guardrails=on: Price book guardrails. Owner: Estimator. Enabled for pilot launch.
- core_margin_and_markup_controls=on: Margin and markup controls. Owner: Sales manager. Enabled for pilot launch.
- core_manager_approval_checks=on: Manager approval checks. Owner: Customer signer. Enabled for pilot launch.
- core_proposal_package_builder=on: Proposal package builder. Owner: Estimator. Enabled for pilot launch.
- core_cash_close_and_deposit_release_desk=on: Cash close and deposit release desk. Owner: Sales manager. Enabled for pilot launch.
- core_insurance_supplement_desk=on: Insurance supplement desk. Owner: Customer signer. Enabled for pilot launch.
- core_estimate_status_board=on: Estimate status board. Owner: Estimator. Enabled for pilot launch.
- core_material_mix_reporting=on: Material mix reporting. Owner: Sales manager. Enabled for pilot launch.
- optional_pdf_proposal_generation=off: PDF proposal generation. Owner: Estimator. Disabled until buyer approves add-on scope.
- optional_e_sign_envelope_integration=off: E-sign envelope integration. Owner: Sales manager. Disabled until buyer approves add-on scope.
- optional_drone_photo_attachment_review=off: Drone/photo attachment review. Owner: Customer signer. Disabled until buyer approves add-on scope.
- optional_insurance_supplement_packet_export=off: Insurance supplement packet export. Owner: Estimator. Disabled until buyer approves add-on scope.

## Automations

- [ready] Low-margin approval gate: Estimate margin falls below approved threshold. -> Lock proposal handoff and route estimate to sales manager approval.. Fallback: Show margin warning if approval workflow is not enabled.
- [template] Proposal follow-up reminder: Proposal remains sent with no customer response for three business days. -> Create rep follow-up task and prepare a customer message draft.. Fallback: Create task only until email sending is configured.
- [needs-client] Price book drift review: Material cost update changes estimate margin by more than configured threshold. -> Flag affected estimates for estimator review before customer handoff.. Fallback: Show affected estimates in price book review panel.

## Notifications

- [ready] Manager approval request (In-app, Sales manager): Estimate needs margin approval
- [template] Proposal follow-up draft (Email draft, Customer): Following up on your roofing proposal

## Support Defaults

- [open/urgent] RF-SUP-509 Review margin exception for Maple Ridge reroof: Proposal is below the 32 percent margin floor after decking allowance and disposal fees.. Owner: Sales manager
- [in-review/watch] RF-SUP-516 Approve updated architectural shingle price book row: Supplier increase is staged but not active for new proposals until validation is accepted.. Owner: Estimator lead
- [open/normal] RF-SUP-523 Queue follow-up for unsigned premium proposal: Customer viewed proposal twice but has not signed or requested financing options.. Owner: Sales rep
- [scheduled/urgent] ROOFINGESTIMATOR-SUP-700 Demo app availability: Rollback DNS alias to preview or pause launch announcement until the route passes.. Owner: Technical lead
- [scheduled/watch] ROOFINGESTIMATOR-SUP-701 Proposal packets generated with approved margin and current price-book evidence: Review analytics key, event mapping, and privacy guardrails before widening access.. Owner: Growth lead

## Launch Assets

- [ready] Estimate template: Scope, line item, margin, and status objects are defined.
- [template] Proposal copy blocks: Warranty, financing, scope, and e-sign language can be branded.
- [ready] SEO landing page: Canonical page targets roofing estimating and proposal searches.
- [needs-client] Price book worksheet: Client-specific material, labor, and markup assumptions are required.

## Implementation Links

- Client launch plan JSON: /demo-library/roofing-estimator/client-launch-plan.json
- Deployment launch plan JSON: /demo-library/roofing-estimator/deployment-launch.json
- OpenAPI implementation spec: /demo-library/roofing-estimator/openapi.json
- Sample data package JSON: /demo-library/roofing-estimator/sample-data-package.json