Roofing quotation
Quotation template for roofers: existing roof removal, waterproof membrane installation and roof covering installation. Download it as Excel or Word.
Templates by industry
- Existing roof removal
- Waterproof membrane installation
- Roof covering installation
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Existing roof removal", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Roof covering installation", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Roofing quotations are usually priced by area, and the area is where disagreements start. This template prices stripping the old roof, laying the waterproof membrane and fitting the new covering as three lines in square meters or roofing squares, so the customer can see the area each one assumes. Damage to the deck or rafters often appears only once the old roof is off; state how such repairs will be priced instead of leaving it for the day they are found.
Fields to prepare
- Deliverables and line items
- Existing roof removal, Waterproof membrane installation, Roof covering installation: specify the planned quantity and delivery scope for each item.
- Existing roof removal
- Enter the area to strip and the number of old layers, and whether a dumpster and disposal of the old material are included.
- Waterproof membrane installation
- Name the membrane type and the area, including laps at walls and around roof openings if you price them apart.
- Roof covering installation
- Give the covering material, color and area, and list flashings, ridge pieces or gutters if they belong to this line.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- Define removal area, membrane and roof-cover specifications, waste handling and weather-related scheduling conditions.
Before sending
- Does “Existing roof removal” say what is included and what quantity the price assumes?
- Would the customer read “Waterproof membrane installation” the way you do, including what it leaves out?
- Can you still honour the price of “Roof covering installation” on the last day the quotation is valid?
Show 3 more
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Existing roof removal | 2 × $95.00 | $190.00 |
| Waterproof membrane installation | 3 × $1,500.00 | $4,500.00 |
| Roof covering installation | 1 × $300.00 | $300.00 |
| Subtotal | $4,990.00 | |
| Sales tax (8%) | $399.20 | |
| Total | $5,389.20 | |
Quoted net amount $4,990.00, sales tax $399.20, quoted total $5,389.20.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
How do I price rotten decking found after the old roof comes off?
Put a rate per sheet or per square meter of replacement decking in the notes, so the extra cost can be worked out on the spot and approved before you continue. Photograph the damage for the customer and add the approved quantity to the invoice later.
What should the quotation say about the weather?
Say that work days depend on dry weather and that the schedule moves when it rains or is too windy, and state who provides and pays for temporary covering if the roof must be left open overnight.
Should scaffolding be a separate line?
Yes, if you hire it in or it is a large part of the cost. A separate line also shows the customer the weekly cost if the scaffold has to stay up longer because of delays outside your control.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $399.20 on a net amount of $4,990.00, for a total of $5,389.20. The editor recalculates all three when you change a quantity, a price or the country.
Can I email it to the customer?
Yes, from your own mail app. With a free account, the editor’s download menu offers Email this document, which opens your mail app with a message about the document already written. QuoteBill sends nothing itself, so save the PDF and attach it before you send.
Read next
Reading for the Roofing quotation: How to write a quotation: format, example and checklist and Quote to invoice: how to convert a quote, step by step. The VAT and GST calculator adds tax to your quoted prices.