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Roofing estimate approval form template

Get estimates signed, colors picked and the deposit paid. It asks for estimate number, property address, estimate total and roof color, plus 10 more questions. Use this free form template as it is, or change any question, the style and the thank-you screen, then share it or put it on your site.

FreeDepositPayment14 questions2 pages
Style
  • PaperClean and quiet
  • MidnightDark and calm
  • CoralWarm and bold
  • GroveNatural and calm
  • EditorialBig type, few lines
  • TerminalCode on black
  • BubblegumPlayful and round
  • TideFresh and light
  • PosterLoud and graphic
  • GildedBlack and gold
  • LilacSoft and friendly
  • ClayEarthy and warm
  • StudioShapes and primary colors
  • HarborTrusted and clear
  • MintBright and easy
  • RetroChunky and sunny
  • NoirDark and elegant
  • SunriseGolden and upbeat

Roofing estimate approval

Approve your estimate, pick your colors and pay the deposit to get on the schedule.

Page 1

Your project

$

When would you like us to start?

Page 2

Approve and pay

Signature

Deposit, 10% of the estimate

0Card

Card payment opens after the form is sent.

We'll use your details to reply and may email you about related products. You can unsubscribe at any time.

Styles

One form, 18 looks.
Pick one, or bring your color.

Customize in minutes

Make it yours.
No code.

Change any question, add your own from 26 question types, and show each one only when it matters.

  • Short text
  • Long text
  • Email
  • Phone
  • Website
  • Number
  • Money
  • Pick one
  • Pick many
  • Dropdown
  • Yes or no
  • Checkbox
  • Stars
  • NPS 0–10
  • Opinion scale
  • Ranking
  • Matrix
  • Date
  • Time
  • Date range
  • Full name
  • Address
  • File upload
  • Signature
  • Statement
  • Hidden

Show-if logic

Ask the next question only when an earlier answer calls for it.

Pages and progress

Split long forms into pages with a progress bar.

Scores and results

Turn answers into a score and show each person what it means.

Files and signatures

Take uploads up to 10 MB and signatures drawn on any screen.

Booking

Open your calendar on the thank-you screen, with name and email filled in.

Consent by region

An opt-in box where the law asks for one, a short notice everywhere else.

Every answer a contact

The company comes from the work email, the campaign from the link.

Spam stays out

A hidden trap, rate limits and temporary emails refused.

Connect to any app

Answers go where you work.
Live in a minute.

  1. 01

    Use the form template

    It opens in Claritia ready to go, in the style you picked. Answers are linked to your contact fields and the form goes live.

  2. 02

    Connect your tools

    Send answers to HubSpot, Salesforce or Omniscient, open your calendar after a booking form, and tell your team in Slack.

  3. 03

    Share it anywhere

    Send the link, or add one line to Webflow, WordPress, Framer or any page. Every answer lands as a contact.

  • HubSpot
  • Salesforce
  • Omniscient
  • Pipedrive
  • Attio
  • Slack
  • Gmail
  • Outlook
  • Calendly
  • Zoom
  • Google Meet
  • Stripe
  • Zapier
  • Webflow
  • WordPress
  • Framer

Frequently asked questions

Something else? hello@tryclaritia.com

Can I customize the roofing estimate approval form?

Yes. Add, remove and reorder questions, change the wording and options, and set which ones are required. Pick one of 18 styles or your own color. Tailor can also rewrite the wording for your business from one sentence.

What does the roofing estimate approval form collect?

It asks for estimate number, property address, estimate total, roof color, start date and name, plus 8 more questions. You can add or remove any of them.

Is the roofing estimate approval form mobile-friendly?

Yes. Every form fits phones, tablets and computers, and works with a keyboard and screen readers.

Is the roofing estimate approval form template free?

Yes. Every form template is free on every plan, including the free one. Use it, change it and share it as often as you like.

Where do the answers go?

Each answer is saved in Claritia with the page and campaign the visitor came from. From there it can sync to HubSpot, Salesforce or Omniscient.

How do I put it on my website?

Share the link, or paste one line of code where the form should show. It fits any website, including Webflow, WordPress, Framer and plain HTML.

Does it ask for consent?

Yes. Visitors in the EU, the UK and other strict regions see an opt-in box; everyone else sees a short notice. Claritia saves the exact words each person saw.

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