My Roof CRM

Create a proposal from a job

Create a proposal with the default layout or pick another, understand the default name and prefilled signer, duplicate a proposal and delete one.

Beginner 5 minSales rep / estimator, Owner / manager, Office & admin staff· Last checked 2026-10-03

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Proposals are created from the job page. "Create proposal" uses your default layout. "or start from another layout" lets you pick a different one, for example a repair layout. If the workspace has no layout at all, a "Standard proposal" layout is created for you the first time.

By the end you can

  • Create a proposal two ways
  • Explain the default name and signer
  • Duplicate and delete proposals

Screens used

  • /projects/[projectId]

Step by step

  1. Create with the default layout/projects/[projectId]

    On the job page, Proposals tab, click "Create proposal".

    You should see: A proposal named "Roofing proposal – <address>" is created (with " (2)" if one exists) and the editor opens. The primary signer is prefilled with the customer.

  2. Create from another layout/projects/[projectId]

    Click "or start from another layout". In "Create a new report from a layout" pick a layout (the default is marked "Default Layout").

    You should see: The editor opens with that layout's pages.

    Seeing "No Default Layout Found"? Click "Go to Settings" and mark a layout as default.

  3. Duplicate/projects/[projectId]

    On a proposal card open the ⋯ menu and click "Duplicate".

    You should see: A copy named "Copy of <name>" appears as a fresh draft.

  4. Delete/projects/[projectId]

    Open ⋯ and click "Delete". Confirm "Confirm Delete Quote".

    You should see: The proposal is removed from the job.

Related lessons

Proposals explained: reports, layouts, templates and pages

The vocabulary and the moving parts: how a proposal is made of pages, how layouts and templates differ, and what the homeowner actually receives.

Proposals & quotesBeginner6 min

The report editor: pages, toolbar, preview and settings

Reorder and toggle pages, rename the page you are editing, add a new page, preview a page as PDF, choose a price list in Report Settings and save the proposal as a layout.

Proposals & quotesBeginner10 min

Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Proposals & quotesBeginner5 min

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