Template preview

Roofing Quote & Estimate Tracker

Roofing template for track quotes, estimates, approvals, follow-up dates, and pending revenue.

For Roofing teams

storm damageroof replacementinsurance claim

ROI angle

Helps organize open quotes so the business can follow up before deals go cold.

Roofing

Roofing Quote & Estimate Tracker

Open Quotes

Roofing template for track quotes, estimates, approvals, follow-up dates, and pending revenue.

Sample Business

Quote & Estimate Tracker

ABC Corp

$5,200

Awaiting Approval

3 days

XYZ Inc

$12,500

Approved

0 days

Client Ltd

$3,800

Sent

5 days

Total pending:

$21,500

Helps organize open quotes so the business can follow up before deals go cold.

Dashboard sections

Open quotes

Estimate value

Approval status

Follow-up queue

AI follow-up drafts

Included with template

Customer Portal Type

Quote approval and status

Best For

Best for contractors and service providers

Plan comparison

Free

$0/month

📊 20 contacts/leads

🌐 2 customer portal accounts

👥 1 internal user

Starter

$20/month

📊 250 contacts/leads

🌐 25 customer portal accounts

👥 2 internal users

Remove SourcifyDigital watermark

Team

$49/month

📊 1,000 contacts/leads

🌐 100 customer portal accounts

👥 Up to 5 internal users

Branded dashboard and customer portal

Pro

$99/month

📊 5,000 contacts/leads

🌐 500 customer portal accounts

👥 Up to 10 internal users

Full white-label branding and favicon