Scope
Describe exact areas to be serviced, rooflines measured, and any exclusions such as roof repairs or fascia replacement.
A precise quote sets expectations for cost, scope, and schedule, reduces change orders, and documents warranty and permit responsibilities for both parties.
Typical preparers and recipients help clarify responsibilities and follow-up steps.
The quote is a working estimate until accepted and signed; signatures convert an accepted quote into an enforceable contract.
Describe exact areas to be serviced, rooflines measured, and any exclusions such as roof repairs or fascia replacement.
Specify product brand, model, color, finish, warranty period, and whether accessories (end caps, hangers) are included.
List labor rate or lump-sum labor line, estimated hours, crew size, and whether work is subcontracted.
Show unit pricing (per linear foot or per section), subtotal, taxes, permit fees, and a clear total price.
Provide estimated start date, duration, and contingencies for weather or material backorders.
Include payment schedule, change order process, cancellation policy, and warranty activation instructions.
| Field | Configuration |
|---|---|
| Template | Create a reusable template with locked scope and pricing fields |
| Auto-fill | Enable purchaser and property auto-fill via contact record |
| Signer Role | Set homeowner as primary signer, contractor as secondary |
| Authentication | Use email + optional SMS code for signer verification |
Use an eSignature platform that supports signed PDFs, audit trails, and common integrations for storage and CRM.
Choose a solution that preserves an audit trail and integrates with your CRM or project management system to automate follow-up tasks.
Commonly 30 days from issue date
Schedule within 7–14 days after acceptance
2–6 weeks depending on materials
Specify days to pay after signature
Effective upon final payment and completion
Customer requests quote; contractor prepares itemized estimate
Optional site visit to confirm measurements and conditions
Homeowner signs and submits deposit or full payment
Work performed, completion documented, warranty recorded
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |