Start from a template, auto-fill quantities from your roof measurements, tune margin and waste line by line, and send a designed proposal your customer can sign on the spot.
Start a proposal blank or from a reusable template. Vertex prompts for the roof measurement and auto-fills every mapped line quantity before the builder even opens, so the takeoff you already drew becomes the estimate. A magic-wand button refills any mapped line's quantity from the attached measurements at any time.
The estimate editor is a multi-section option builder with standard sections and amber upgrade groups, drag-and-drop line reordering, and pricing that bends to you: waste-inclusive quantities that rebase when the waste percentage changes, bi-directional margin at the option or line level, and per-line unit cost, sell price, tax, and coverage. Toggle exactly what the customer sees — subtotals, quantities, sell prices — and offer financing.
Design a live-previewing cover with three layouts — diagonal, sidebar, or full-bleed photo. Swap in a stock image, a workspace upload, or a URL; drop in your logo or a monogram; toggle a business-profile block sourced from your company; and pick an accent color. Then generate a polished client-side PDF or send it straight to VertiSign for signature.
Ready to put Proposals to work?
Every feature is included in one plan — start free for 14 days.