Built for Roofing & Restoration Contractors
Standardize Every Proposal Without Changing How You Sell
DraftSent gives roofing companies a branded proposal workflow that starts with a simple job intake form and ends with a professional, company-specific proposal your team can approve and send fast.
From field intake to branded proposal in under 5 minutes
No bloated CRM. No manual proposal writing after every inspection. No inconsistent language between reps. Just a repeatable proposal system built around how roofing companies actually operate.
Branded output
Rep-to-rep consistency
Approval before homeowner send
Built for roofing sales
How DraftSent Works
4-Step Workflow
01
Onboarding Setup
We build your company intake, branding, stored terms, payment structure, and proposal framework.
02
Rep Submits the Job
Your estimator fills out a field-ready job form with homeowner, scope, and job details.
03
Proposal Generates
DraftSent produces a branded proposal using your stored company data and preloaded language.
04
You Approve & Send
Your company receives it first, reviews it internally, and sends it to the homeowner when ready.
Best fit for companies that want:
Faster follow-up
Cleaner proposals
Consistent terms
Less admin work
No new CRM
The Problem
Most Roofers Don’t Need More Leads First. They Need a Better Proposal Process.
A lot of contractors inspect the roof, build rapport, and still lose momentum after the appointment because the proposal process is slow, inconsistent, or too dependent on one person in the office.
Slow Turnaround
Every proposal written from scratch adds delay between inspection and follow-up, which gives competing contractors more time to win the homeowner.
Inconsistent Documents
Different reps send different wording, miss terms, or forget key sections like payment schedules, warranties, or insurance language.
Weak Presentation
Even a strong company can look smaller than it is when the proposal feels rushed, generic, or incomplete after a great inspection.
Who It's For
Built for Two Types of Roofing Contractors
Whether you run a residential roofing company or an insurance restoration operation, DraftSent is built around the way your team sells — with proposals that reflect your brand, your language, and your process.
Residential
Residential Roofing Companies
These teams need fast follow-up, polished homeowner-facing proposals, and a repeatable process that makes every rep look professional without adding office bottlenecks.
- Faster send time after the inspection
- More polished homeowner experience
- Consistent branding and payment language
- Cleaner close process for owner-led sales teams
Restoration
Insurance Restoration Contractors
These companies care more about formal structure, supplements, insurance-ready presentation, and making the office-to-field handoff more organized.
- Consistent insurance-related wording
- Formal documentation and scope structure
- Cleaner handling of supplements and approvals
- Better presentation for storm-driven volume
The Math
One Extra Job Pays for the Whole Year
Faster follow-up, cleaner proposals, and better presentation add up. When speed and professionalism help you win even one additional job per month, the return is clear.
Simple ROI Example
Monthly proposals sent20
Average net profit per closed job$2,000
Base close rate30%
Jobs closed6
If better speed and presentation wins 1 extra job+$2,000 profit
Winning just one additional job per month more than covers your DraftSent subscription — and the compounding effect of faster follow-up and stronger presentation builds over time.
What the contractor is really paying for
- A standardized proposal workflow
- Less manual write-up time after inspections
- Better consistency across reps and jobs
- Stronger homeowner-facing presentation
- No need to adopt a full CRM just to fix proposals
What You Get
A Proposal System, Not Just a Prettier PDF
DraftSent is proposal infrastructure built around how roofing companies actually operate — not a generic automation tool bolted onto an existing workflow.
✓
Company-Specific Setup
Your branding, contact information, license details, payment schedule, warranty wording, and proposal structure are built into the system from the start.
✓
Mobile Job Intake
Estimators submit the job from the field instead of going back later to build the proposal manually.
✓
Rep-to-Rep Consistency
Every estimator follows the same workflow and produces a proposal that feels like it came from one professional company standard.
✓
Homeowner-Ready Output
Scope, materials, pricing, timeline, warranty sections, signatures, and insurance-ready language are organized in a professional layout.
✓
Approval Before Send
The proposal goes to your company first so you can review and control what reaches the homeowner.
✓
No CRM Replacement Required
DraftSent is easier to adopt because it improves one critical part of the sales process without forcing a full software switch.
✓
Segment Flexibility
Use one core system while tailoring messaging and setup for residential roofing, storm work, and restoration contractors.
✓
Scalable Onboarding Logic
The more you standardize intake, stored terms, and proposal sections now, the easier it becomes to onboard dozens of recurring clients later.
Proof
See What a DraftSent Proposal Looks Like
Every proposal DraftSent produces is structured, branded, and ready for homeowner delivery — with all the sections your team needs built in from the start.
- Project overview and homeowner details
- Detailed scope of work and material specifications
- Deposit, progress, and final payment schedule
- Timeline, workmanship warranty, and manufacturer warranty
- Insurance claim process section for restoration work
- Formal terms, payment default, and authorization language
SUMMIT ROOFING LLC
Project Proposal Preview
Prepared ForJohn Davis
Property123 Maple Street, Chicago, IL
Job TypeFull Roof Replacement
MaterialOwens Corning Duration
Warranty10-Year Workmanship + Manufacturer Warranty
Insurance SectionIncluded
Total Investment$14,500
Pricing
Simple, Transparent Pricing
Every plan includes full setup, your company branding, and a proposal workflow built around how your team operates. Choose the tier that fits your current stage.
Starter
Foundation
For smaller roofing companies that need a clean, repeatable proposal workflow.
$397/mo
+ $397 one-time setup
- Branded proposal workflow setup
- Company intake and stored terms
- Mobile-friendly job submission form
- Standardized proposal layout
- Best for lean owner-led teams
Best Fit for Growth
Growth
Accelerator
For growing roofing and restoration teams that need better detail, stronger presentation, and more process discipline.
$797/mo
+ $797 one-time setup
- Everything in Foundation
- Expanded scope and pricing detail
- More tailored warranty and company terms
- Enhanced photo and job detail sections
- Priority support
Pro
Authority
For established companies that want a more customized proposal presentation system and premium positioning.
$1,197/mo
+ $1,197 one-time setup
- Everything in Accelerator
- Deeper branding customization
- Higher-touch onboarding setup
- Best fit for established premium brands
- Quarterly proposal system review
All plans include a one-time setup fee that covers company intake, branding configuration, and a test proposal before you go live. No long-term contracts required.
Onboarding
What Happens After Someone Becomes a Client
Getting started with DraftSent is straightforward. We handle the setup so your team can start sending better proposals fast.
01
Company Intake
You collect brand details, contacts, business information, proposal preferences, and contract language.
02
System Buildout
DraftSent configures the job intake flow, stored company terms, and proposal structure for that client.
03
Test Proposal
A sample proposal is generated so the client can review presentation, structure, and wording before rollout.
04
Go Live
The contractor starts using the workflow after inspections and receives proposals ready for internal approval and send-out.
FAQ
Frequently Asked Questions
Is DraftSent a CRM?
No. DraftSent is a proposal workflow system for roofing and restoration contractors who want a better proposal process without replacing the rest of their stack.
Who gets the proposal first?
Your company receives it first for approval. Once you are ready, you send it to the homeowner.
What gets standardized during setup?
Branding, business information, repeatable contract language, payment structure, warranty wording, and other proposal elements your company wants built into the workflow.
Do reps have to learn new software?
Not in the way contractors usually mean it. The front-end experience is a simple job intake form that is much easier to adopt than a full proposal platform.
Can this work for insurance restoration?
Yes. The structure is especially useful for restoration contractors who need cleaner documentation, insurance-ready sections, and stronger proposal presentation.
Why not just use a full CRM proposal module?
Some contractors should. But many teams do not want a full software change just to fix proposal quality and consistency. DraftSent solves that narrower problem more simply.
Build the Proposal Process Contractors Wish They Already Had
Book a short demo and see exactly how DraftSent would work for your company — from field intake to a finished, branded proposal ready for the homeowner.
Book Your Demo