Built: The proposal and quote generators were built for Certified Contracting. The proposal-to-signature-to-payment flow in Certified AI runs on staging. The proposal and quote generators were built for Certified Contracting. The proposal-to-signature-to-payment flow in Certified AI runs on staging.
What is a Proposal Automation?
Proposal automation turns measurements and a chosen scope into a branded, multi-option proposal in minutes, using your price book, and can carry an accepted proposal through e-signature and payment. A person sets prices and approves every proposal before it goes out.
Estimating eats evenings. The salesperson measures during the day, builds the proposal at night, and the customer who wanted a number at the kitchen table gets it two days later — after they've heard from someone faster.
A measurement report or a traced roofline supplies the quantities. Pitch and waste factors are applied by rule.
Line items are priced from your price book, never invented. Good / better / best options are built from the same scope.
The scope description and option explanations are drafted in plain language from the line items.
The salesperson or owner reviews prices and wording and approves the proposal.
A branded, multi-option PDF is generated and sent.
An accepted proposal moves to e-signature and a payment link; a person confirms before a payment is recorded as settled.
We describe impact qualitatively until we have measured numbers. Verified figures appear on case studies only.
The first version was a Python tool that took roof measurements and produced a branded, multi-option proposal for Certified Contracting. A sister tool traces a roofline on satellite imagery and prices permanent lighting per linear foot, correcting rake lengths for pitch. Both produce PDFs plus structured data, so every quote can be followed up and reported on.
Carrying a proposal all the way to payment exposed two traps worth knowing about. First, verify API access before you build: one e-signature vendor’s API turned out to be locked to an enterprise plan, and another’s wasn’t enabled on the account despite the plan. Second, a bank (ACH) payment that says “completed” at checkout is not settled money — the system keeps a separate processing state until funds clear.
A proposal generator that turns roof measurements into a branded, multi-option PDF, plus a satellite-tracing quote tool for permanent lighting — built to end late-night estimating.
A roofer's order of operations for automation: lead response, estimate follow-up, proposals, recruiting and invoices — and what should stay human.
Yes. It reads common report formats, and for simpler jobs it can trace measurements from satellite imagery.
It depends on API access. We verify that your e-signature vendor's API is actually available on your plan before building, because some vendors restrict it to enterprise tiers.
Invoice-to-job automation reads supplier invoices as they arrive by email, extracts the job reference, amounts and line items, and attaches each invoice to the matching job in your CRM. Anything it can't match with confidence goes to a person, so material cost is known per job instead of discovered at month end.
Tell us where the time or money leaks. We reply the same business day, and if a calendar is shown after you submit, you can pick a time right away.
Xavier or the team will reach out, usually the same business day. We'll review your answers before the call so it isn't a sales pitch.
If a calendar appears below, pick a time now and skip the phone tag.
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