My Roof CRM

Authorization page: disclaimer, upgrades, selections and signers

Set up the page the homeowner signs: the disclaimer, optional upgrades they can add, product selections such as shingle colour, the quote profit margin, signers and footer notes.

Intermediate 8 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

The Authorization page becomes the e-sign screen. Its disclaimer is the legal text, optional upgrades are add-ons the homeowner can tick on top of their chosen option, product selections capture choices like shingle colour, and the signers block decides who signs and in what order.

By the end you can

  • Write the disclaimer and footer notes
  • Offer optional upgrades and product selections
  • Set the quote margin and manage signers

Screens used

  • /edit/report/[reportId]

Step by step

  1. Disclaimer/edit/report/[reportId]

    Click Authorization. Edit "Disclaimer" with your acceptance wording.

    You should see: Text autosaves.

  2. Optional upgrades/edit/report/[reportId]

    In the Optional Upgrades table click "Add New Item" and add, for example, "Gutter guards" with price and quantity.

    You should see: Columns Item / Price / Quantity / Total. The homeowner can tick upgrades on the e-sign page and they add to the total.

  3. Profit margin/edit/report/[reportId]

    Set "Profit margin for this quote" between 0 and 100 if you track margin at the quote level.

    You should see: The value is stored with the quote.

  4. Product selections/edit/report/[reportId]

    In "Product Selections" add an Item such as "Shingle color" with its Section/value, e.g. "Charcoal".

    You should see: Selections print on the signed document under "My Product Selections".

  5. Signers and footer/edit/report/[reportId]

    Check "Signer 1 (Primary)" has Name and Email. Use "Add Another Signer" for a spouse or co-owner (up to 3; on Starter a third signer is refused when the page saves) and "Remove" to drop one. Fill "Footer Notes".

    You should see: Every signer needs a name and email before sending.

Tips

  • Save your disclaimer, upgrades and selections as an Authorization template so every proposal starts complete.

Related lessons

Authorization templates

Save your disclaimer, standard optional upgrades, profit margin and product selections as a template in the Authorization Template Editor, then apply it to any proposal.

Proposals & quotesIntermediate5 min

What the homeowner sees: proposal page and e-sign

Walk through the homeowner's side: the email, the branded proposal page with photos and options, choosing upgrades, and signing on the e-sign page.

Sending & e-signaturesBeginner8 min

Additional signers: two or three people signing in order

Add a second or third signer, understand the strict signing order and signer-specific links, read the status on the job, and handle the common error messages.

Sending & e-signaturesIntermediate6 min

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