Level 3 Setup: Advanced Setup and Automation

Get Set Up in 4-6 Hours

I want a standardized, scalable quoting process with advanced controls and automation.

Who This Setup Is For

Level 3 helps you scale your quoting process with consistency and automation. It's perfect for you if:

  • You need to maintain consistent pricing and presentation standards across your sales team.
  • You want to reduce manual entry and improve process consistency.
  • You want to build detailed, professional quotes faster with reusable structures.
  • You need stronger internal controls around quote quality and approval flow.

What You'll Set Up

  • Advanced product list structure for scalable quoting.
  • Granular control over margins, discounts, and project markups.
  • Template-driven quoting for instant, consistent proposal generation.
  • Optimized template library by job type, service tier, and sales workflow.

Important Prerequisite You must complete your Level 2 Setup first. Level 3 requires your Product List and Layouts to be fully configured, as we will be building advanced workflows on top of that foundation.

Your Level 3 Setup Checklist

This setup focuses on adding advanced structure and automation to your existing product catalog and templates.

1. Build Smart, Automated Templates

  • Goal: Create one-click quote generators for common project types.
  • Action: Design a specialized Template in Configuration > Account Settings > Templates.
    • Build separate template sets by scenario (for example: repair, replacement, insurance, premium upsell) so your team starts from the closest fit instead of editing from scratch.
    • Use clear naming conventions like Roof Replacement - Premium - Steep to make selection fast and reduce mistakes.
    • Standardize template content with reusable wording and dynamic fields so estimators collect the same inputs every time.
    • Review and retire outdated templates monthly so only current pricing logic and messaging are used.

Template Features to Configure and Optimize

  • Introduction Templates: Reuse cover-page messaging, project summary, and trust-building content. See Introduction Templates.
  • Quote Details Templates: Pre-build line-item bundles, section structures, and package tiers for faster estimating. See Quote Details Templates.
  • Authorization Templates: Standardize approvals, optional upgrades, and signature flow for cleaner close rates. See Authorization Templates.
  • Email Templates: Automate customer communication for quote delivery, reminders, and follow-ups with consistent tone. See Email Templates Guide.
  • Template Application Workflow: Train your team to apply the right template at the right page in seconds. See Using Templates.

You're Done

Your Level 3 setup is now complete. You have built a powerful quoting system. You're ready to:

  1. Open a new project and fill in a few key details.
  2. Select your layout.
  3. Apply standardized pricing and line items from your configured product list.
  4. Review, make final adjustments, and send a detailed, professional quote in just a few minutes.

Need Help with Advanced Configuration?

Level 3 involves detailed setup. If you get stuck:

  • Email: support@myroofcrm.com
  • Visit our Knowledge Base for in-depth articles on advanced setup and workflow automation.