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

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

2:51

Scenes

6

Lesson

6.2 · Proposals & quotes

File name

06-02 create-a-proposal.mp4

Before you record

  • A job with no proposals and a workspace with two layouts.
  • 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: Create a proposal from a job/projects/[projectId]Title card, then the first screen of the lesson.Creating a proposal is one click, but there are a couple of options worth knowing.
10:2034sCreate with the default layout/projects/[projectId]On the job page, Proposals tab, click "Create proposal".Create proposal uses your default layout and names the document after the address. The homeowner is already set as the signer.
20:5434sCreate 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").Have a separate repair or insurance layout? Start from another layout and pick it.
31:2834sDuplicate/projects/[projectId]On a proposal card open the ⋯ menu and click "Duplicate".Duplicate when the homeowner wants a second version: same pages, new draft.
42:0234sDelete/projects/[projectId]Open ⋯ and click "Delete". Confirm "Confirm Delete Quote".Delete removes the proposal. Signed proposals should stay; delete drafts and mistakes.
52:3615sRecap & next lesson/projects/[projectId]Hold on the finished result, then the end card.Proposal created. Next, a full tour of the report editor.

Narration, in order

  1. 0. Intro: Create a proposal from a job

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Creating a proposal is one click, but there are a couple of options worth knowing.

  2. 1. Create with the default layout

    0:20 · 34s

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

    Create proposal uses your default layout and names the document after the address. The homeowner is already set as the signer.

    Show before cutting: 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.

  3. 2. Create from another layout

    0:54 · 34s

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

    Have a separate repair or insurance layout? Start from another layout and pick it.

    Show before cutting: The editor opens with that layout's pages.

  4. 3. Duplicate

    1:28 · 34s

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

    Duplicate when the homeowner wants a second version: same pages, new draft.

    Show before cutting: A copy named "Copy of <name>" appears as a fresh draft.

  5. 4. Delete

    2:02 · 34s

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

    Delete removes the proposal. Signed proposals should stay; delete drafts and mistakes.

    Show before cutting: The proposal is removed from the job.

  6. 5. Recap & next lesson

    2:36 · 15s

    Hold on the finished result, then the end card.

    Proposal created. Next, a full tour of the report editor.

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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