Send a Roofing Quote Your Customer Can Sign From Their Phone in 60 Seconds

Dana Ramos runs a three-person roofing crew in Phoenix. Storm season just started and her truck is parked outside another Arcadia ranch house. She walked the roof an hour ago, talked Kelly Morrison through what an architectural shingle replacement actually looks like, and promised to send the estimate by end of day.

The old version of "end of day" went like this. Dana drives back to the shop. Types the estimate into her quoting tool. PDFs it. Attaches the PDF to a Gmail thread. Hits send. Then waits. Kelly opens it on her iPad sometime that evening, reads it, thinks about it. The next day she replies: "Looks good, where do I sign?" Dana types back a paragraph about how to print the PDF, sign it with a pen, scan it on the printer or take a photo, and email it back. Kelly does not have a printer. She gets distracted. Two days go by. Dana follows up. Three more days go by. Kelly finally borrows a printer at the UPS Store, signs, scans, emails. By that point the next storm is rolling in and Dana has six more roofs to inspect.

The new version of "end of day" looks different.

What actually happens now

Dana opens Kelly's contact in RadiusOS from her truck. She taps the Quotes tab and builds the estimate. A handful of line items: tear-off, decking inspection, ice-and-water shield, synthetic underlayment, architectural shingles, ridge cap, ridge vent, dumpster, labor. She adds a one-line note: "Walked the property Tuesday, pricing locked for 14 days." She hits Save.

The draft sits there with a few buttons. The primary one is teal and reads Send for Approval. Dana taps it.

Within a second a toast appears: "Approval link emailed to kelly@example.com." The quote badge flips from Draft to Sent. Dana is done. She closes the laptop and drives to the next house.

Kelly's phone buzzes thirty seconds later. The email is from Dana, not from a generic noreply address: Gmail send means it lands with Dana's name and her business branding in the body. Subject line: "Your quote from Ramos Roofing is ready (Q-1024)." Kelly is on her couch. She opens the email and taps the teal "Review and approve" button.

The page loads on her phone. It greets her by name. It says "Your new roof estimate is ready to review." It shows Ramos Roofing's logo and license number at the top, a confidence strip (licensed, insured, locally owned), the line items with tap-to-expand detail, a warranty section, and the grand total in a big dark card. At the bottom of the page is a signature pad. Kelly draws her signature with her finger. She types "Kelly Morrison" in the name field. The Approve button enables. She taps it. The page flips to "Signed. Thank you." and the timestamp lands underneath her signature.

Total time from email open to signed: about 60 seconds. No printer. No scanner. No back-and-forth Gmail thread.

What Dana sees on the other side

By the time Dana parks at the next inspection, the bell icon on her laptop has a new number. The notification reads: "Kelly Morrison signed Quote Q-1024 ($X,XXX.XX)." She taps it and lands on Kelly's contact. The Activity timeline shows three new entries: quote sent for approval, quote viewed (the moment Kelly opened the page), and quote approved (the signature). The quote badge in the Quotes tab is now Accepted. The signature image is stored on the quote record.

Pipeline auto-advance also fires. Kelly was in the Quote Sent stage. She is now in the Approved stage. Materials need to get ordered. Install needs to get scheduled. The next steps are visible the moment Dana opens the contact, not buried in an inbox thread.

And Kelly also got something useful: a follow-up email, sent to her automatically the moment she signed, with the signed record attached as a PDF. Subject: "Signed: Quote Q-1024 from Ramos Roofing." The PDF has the line items, the signature image, the timestamp, and a snapshot of the terms Dana set on her workspace. Kelly can save it to her phone, forward it to her husband, archive it in Dropbox. It is hers.

The parts that matter for a roofing business

Several pieces of this flow are specific to how trades businesses actually work, and they are the reason a generic e-signature tool does not solve this problem well.

The customer is not signed into anything. Kelly does not have a RadiusOS account. She is not creating one to sign a quote. The link is a magic URL with a long random token. She taps it, signs, done. The first time a roofer asks a homeowner to create an account just to approve an estimate is the last time that homeowner replies.

The email comes from you, not from a SaaS company. Dana connected her Gmail to RadiusOS. The approval email lands with her sender identity, her brand color on the button, her business name in the subject line. Kelly sees Dana, not some unknown vendor. Deliverability is higher and the open rate is higher because it looks like every other email Dana has ever sent.

The signed record is a real record. When Kelly approves, RadiusOS captures her typed name, her drawn signature image, the timestamp, and her IP address. The IP is recorded for audit; it never shows up in the email she receives or the PDF she gets. The signed PDF includes the line items, the signature, the timestamp, and a snapshot of the terms of service that were in effect at the moment of signing. If Kelly tries to claim later that the scope was different, the terms snapshot is the immutable record.

The page reads like a roofing quote, not a SaaS dashboard. The hero noun is "your new roof estimate." There is a warranty section with three tiers. There is a confidence strip naming the things homeowners actually care about for roofing (licensed, insured, locally owned). On an HVAC service workspace the hero noun shifts to "your HVAC service estimate." On a photographer workspace it becomes "your shoot package." The page reads in the vertical's voice automatically. Learn more about Quotes and Invoices in our features overview for what the customer page looks like in each vertical.

Pipeline advance is not magic, it is matching. The contact moves forward only if the workspace's stage labels include something like "Quote Sent" or "Proposal Sent" before and something like "Approved" or "Scheduled" after. RadiusOS will not surprise you by moving a contact to a stage that does not exist. If your stages do not match the pattern, the rest of the flow still works, you just advance the contact manually.

What about the unhappy paths

Not every quote gets signed. The system has to handle the other three outcomes cleanly.

Decline. If Kelly taps the Decline link instead, she gets an optional reason field. "Going with another bid." The status flips to Declined, Dana gets a notification with the reason, and the pipeline does not auto-advance. The conversation is over and the record shows why.

Request changes. If Kelly wants the same scope at a different price, or a different scope entirely, she taps Request changes. The reason field is required this time. "Please drop the deposit to 20%." Dana sees the note on the operator side. She can revise the quote without starting over: one click creates a new draft with the same line items, the old link is killed, a fresh approval email goes out under a new token.

Revoke. If Dana realizes she sent the wrong quote, she can revoke the link. The next time Kelly taps it, the page shows a branded "This link was revoked" view. Not a 404, not a 500. Kelly understands what happened.

Expire. Quotes have a validity window. When the window closes, the link is killed. Kelly sees a branded "This quote expired" view with a CTA to reach out for a fresh quote. Pricing locked for 14 days actually means something.

Why this matters during storm season

Storm season is a numbers game. The first roofer on the roof usually wins the job, and the second-fastest at getting a signed estimate usually wins the rest. If you are losing two days to printer-and-scanner ping-pong on every quote, you are losing jobs to the contractor who sends a phone-signable estimate from his truck.

This is also where the AI parts of RadiusOS start to compound. If the adjuster has already been to Kelly's house, you can photograph their estimate and have a draft quote ready in 60 seconds. If Kelly does not sign within a few days, the Morning Digest drafts a follow-up email for you overnight, in your voice. The signed approval flow is the link in the middle of a chain that starts at inspection and ends at "paid."

What it costs

Mobile quote approval with signature is included on every RadiusOS plan. Not gated to Business, not gated to Pro. Free includes 5 active quotes at any time so you can run the full flow on a real customer before paying anything. Pro at $19/mo takes that to 25 active quotes. Business at $39/mo is unlimited.

The plan tier you pick decides how many quotes you have in flight, not whether your customers can sign on their phone. The signature capture, the signed PDF, the operator notification, the audit trail, the pipeline advance, all of it is in every plan.

Getting started

Sign up free, install the Roofing Company template, connect Gmail in Settings so the customer email goes from your address, and send your next quote with the Send for Approval button. The first homeowner who signs from their phone in under a minute is the moment you stop sending PDF attachments forever.

For more on the roofing-specific workflow, see RadiusOS for Roofers and the broader features overview.