Skip to content
Feature · Proposals and estimates

Proposals homeowners can say yes to.

Build branded Good, Better, Best proposals from your own pricebook, with the monthly payment on every option, measurements on the estimate and online signing.

THE SHORT ANSWER

Sunwell builds branded Good, Better, Best proposals from your own templates and pricebook. Each option shows its monthly payment, homeowners compare side by side and sign online, and you see when they open it.

  • Tiered options from your real pricebook
  • Financing shown per option, per month
  • Share by link, accept and sign online
  • See when a proposal is viewed
27 OAK ST · 3 TONAC + gas furnace replacementVIEWED 2X
GOOD14.3 SEER2$9,480$125/mo
BETTER16 SEER2$11,890$157/mo
BEST18 SEER2$14,620$193/mo
CompressorSingle-stageTwo-stageVariable
Furnace80% AFUE96% AFUE97% AFUE
BlowerFixed speedVariableVariable
ThermostatBasicWi-FiSmart
Filter1 in4 in mediaMedia + UV
Parts10 yr10 yr12 yr
Labor1 yr2 yr10 yr
Financing120 mo · 9.99% APR
Deposit$500 by card on signing
1418 RIDGE RDRoof report · hip roof · 4 facetsMEASURED
9.7SQ9.7SQ4.5SQ4.5SQ 63.5 FT 40 FT N
Ridge23.5 ftHips4 × 30 ftEaves207 ftPitch6/12
TOTAL AREA28.4 sq
ORDER · 10% WASTE31.3 sq
SHINGLES · 31.3 SQLIVE COST
Cost$356.00/sq$11,142.80
Price$593.33/sq$18,571.33
Gross margin40%$7,428.53

Good, Better, Best

Tiered options from your own templates, so pricing stays consistent across estimators.

Monthly payments

Set your finance partner and rate, and every option shows its monthly number.

Measurements on the estimate

Order RoofScope reports or import a Roofr PDF and the measurements fill the estimate.

Live material pricing

Pull live pricing from your QXO account straight into the estimate.

Your brand

Your logo, photos and warranty on every page.

Sign online

Homeowners accept and sign from their phone, and a deposit can be paid by card.

Questions

What shops ask before they switch.

Can I show financing on proposals?

Yes. Set your finance partner and rate in Settings and every proposal option shows its monthly payment.

Do I have to retype measurements?

No. Order RoofScope reports from the job or import a Roofr report PDF, and the measurements fill the estimate.

Will I know when a customer opens the proposal?

Yes. Sunwell shows when a proposal is viewed and how many times, so you know when to follow up.

You shouldn't pay for software you don't use. So every team gets a quote built for it.

CUSTOM QUOTE

Get a custom quote.

Tell us your team size, locations and what you use today. We send a written quote within one business day and can walk you through Sunwell on your own data.

STEP 1 OF 3 · YOUR BUSINESS

Your business

Reply within one business dayNo contract to startData move includedCustomer portal always free

Required. We only use these details to contact you about Sunwell. We never sell them.

What happens next

  1. 1A written quote in one business day

    Sized to your team, locations and what you turn on.

  2. 2A walkthrough on your own data

    See your jobs and pricebook on the board, not a demo account.

  3. 3We move you over

    Customers, jobs and pricebook imported, office and crews trained. Guided setup always included.

Not ready to talk yet?

Get one short update a month on what is new in Sunwell. No spam.

Book a demo

30 minutes on your own workflow

Pick a time

Online booking is paused right now. Email sean@sunwellcrm.com and we'll set a time.

Loading open times
OpenAlmost fullUnavailable
Next available
Morning
Afternoon

Your details

We email you a 6-digit code to hold the time. Nothing is booked until you enter it.

Check your email

We sent a 6-digit code to . Enter it to lock in . We hold the time for 10 minutes.

You're booked.

30-minute demo · private video link

Open your video link

A calendar invite with the video link is in your email. To move it, reply to that email.

Before you go

Want a quote without a call?

Leave your email. We send a few quick questions about your team, then a written quote. No spam.