My Roof CRM

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.

Intermediate 5 minOwner / manager, Office & admin staff· 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

Rough runtime

2:50

Scenes

5

Lesson

6.15 · Proposals & quotes

File name

06-15 authorization-templates.mp4

Before you record

  • Disclaimer text ready to paste.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Authorization templates/settings?activeTab=templates-reportsTitle card, then the first screen of the lesson.One more template type, with its own editor: authorization.
10:2045sCreate/settings?activeTab=templates-reportsIn Settings → Templates click "Create Template", choose Category "Authorization", name it and create.Authorization templates get a dedicated editor.
21:0545sFill it in/edit/template/authorization/[templateId]Enter the Disclaimer, add Optional Upgrades, set Profit Margin, and add Product Selections (Item Name / Value/Selection).Disclaimer, your usual upgrades, margin, and the selections you always ask for.
31:5045sApply/edit/report/[reportId]In a proposal, open Authorization, click "View templates" and pick it.On a proposal, View templates, apply. Only the signers are left to confirm.
42:3515sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.Last in this module: text tokens, the placeholders that personalise everything.

Narration, in order

  1. 0. Intro: Authorization templates

    0:00 · 20s

    Title card, then the first screen of the lesson.

    One more template type, with its own editor: authorization.

  2. 1. Create

    0:20 · 45s

    In Settings → Templates click "Create Template", choose Category "Authorization", name it and create.

    Authorization templates get a dedicated editor.

    Show before cutting: The "Authorization Template Editor" opens at /edit/template/authorization/<id>.

  3. 2. Fill it in

    1:05 · 45s

    Enter the Disclaimer, add Optional Upgrades, set Profit Margin, and add Product Selections (Item Name / Value/Selection).

    Disclaimer, your usual upgrades, margin, and the selections you always ask for.

    Show before cutting: Autosaves.

  4. 3. Apply

    1:50 · 45s

    In a proposal, open Authorization, click "View templates" and pick it.

    On a proposal, View templates, apply. Only the signers are left to confirm.

    Show before cutting: Everything but the signers is filled.

  5. 4. Recap & next lesson

    2:35 · 15s

    Hold on the finished result, then the end card.

    Last in this module: text tokens, the placeholders that personalise everything.

Related lessons

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.

Proposals & quotesIntermediate8 min

Templates explained: categories, shared templates and limits

The six template categories, how a template is pulled into a page, the difference from layouts, and the Starter limit.

Proposals & quotesBeginner4 min

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