Identify the property and the offer

Put the customer's name, project address, roofing company details, proposal date and version where they are easy to find. If several buildings or roof sections are involved, identify which ones the offer covers.

The introduction should answer a simple question: what are you proposing to do here? Avoid a page of general company claims before the homeowner can find the actual work. Keep promotional promises separate from the agreed scope.

Describe the work and its boundaries

The GAF contractor selection checklist encourages homeowners to look for an itemized written estimate, specified materials, payment terms and warranty information. Use those categories to check whether your proposal answers practical buying questions.

Explain included work, material choices and exclusions in plain language. If a condition needs inspection or a later decision, identify it explicitly. A recognizable product name does not explain which parts of the job your company will perform.

Make commercial details easy to compare

  • Show the total and explain what each optional item changes.
  • State the contractor-approved payment process.
  • Identify any applicable offer validity period.
  • Separate tentative scheduling from a confirmed commitment.
  • Provide the actual applicable warranty information.
  • Explain how a scope change will be reviewed.

Use only terms your company has approved. This editorial checklist helps organize a proposal; it is not a substitute for reviewing the agreement requirements that apply to your business.

Read it once as the homeowner

Illustrative check: the document offers two material options but shows one unexplained total. A homeowner cannot tell which option that price buys. Add clear option labels and the corresponding totals, then verify that the acceptance step names the chosen option.

Open the finished PDF or customer-facing page on a phone. Check legibility, page breaks and contact links. A correct draft in an editor can still become a confusing delivered document.

Make clarity part of preparation

Use the same review checklist each time, with the roofer approving the final scope and price. For alternatives, see how to present proposal options; for updates, use the estimate revision workflow.

Explore LeanLine's roofing proposal support and review the format your customers will receive. Start with one representative proposal and your approved business rules.