a trophy for a winning proposal

The Secret to Winning Proposals: Customized Marketing Pages


There’s very little differentiation between most roofing companies. When a homeowner begins searching for a contractor to replace their roof or siding, a few things will influence their decision: professionalism, cost, and how the contractor makes them feel.

Chances are that the homeowner will receive similar-looking quotes, prices, and production promises. What if we told you there is a simple way to set yourself apart from the competition? Let’s talk about marketing pages.

What Is a Marketing Page?

A marketing page is a piece of content that you insert into a roofing estimate alongside the actual quote. The content of this page could include:

  • Testimonials
  • About Us
  • What to Expect
  • Preferred Contractor Documents
  • Shingle Selections

The goal of a marketing page is to provide the homeowner with information they may not remember during your inspection or first conversation. It includes answers to questions that the homeowner hasn’t had a chance to ask yet or maybe doesn’t even know to ask.

If you use SumoQuote to build your estimates, you can import supplier PDFs or something you have customized yourself directly into the proposal. (There is also a pack of 60+ free Canva templates available for SumoQuote customers—more on that later.)

Why Should I Use Marketing Pages?

There are a few reasons why marketing pages can impact a homeowner’s decision. 

  1. Having a visually appealing proposal indicates professionalism.
  2. Outlining the project steps builds homeowner trust.
  3. Providing in-depth information and material options empowers the homeowner to make educated decisions.

How Can Marketing Pages Differentiate Me from My Competitors?

One great example of a marketing page that you can use to differentiate your business from the competition is an About Us page. On an About Us page, you can:

  • Share the story of your company
  • Highlight your company values
  • Share testimonials
  • Showcase your visual brand

You can use this content to build trust with the homeowner through story and social proof, leaving them excited about the prospect of working with you.

How Can I Customize My Own Marketing Pages?

Canva is a relatively user-friendly platform, although it can be overwhelming to start from scratch. For that reason, SumoQuote customers have access to 60+ Canva templates that you can customize to suit your needs. 

Some Canva templates give the option to include photos and videos. Using an online quoting tool like SumoQuote enables you to share this type of content with the homeowner in a streamlined way. There’s no need for bulk attachments when your content is embedded in the proposal.

Simply put, these templates allow you to customize colors and messaging to reflect your company, brand, and philosophy in your quotes. Once you’re done designing them, all you need to do is export them as a PDF and upload them into your proposals.

Add Custom Marketing Pages to Your Proposals

By customizing the marketing pages for each estimate, you can impress the homeowner with your professionalism. You can also soften the blow of the project cost by building trust in other parts of the proposal and explaining what the homeowner can expect. 

Start building your own marketing pages with Canva. It’s free to use, and as a SumoQuote customer, you receive access to over 60 customizable templates. If you aren’t familiar with Canva or need some guidance, here’s a walkthrough of how to customize an About Us proposal page.

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