Configure, Price, Quote — done right. Root builds CPQ software that makes your reps faster, your proposals more professional, and your margins more consistent. Quote in the field. Close at the table. No errors, no delays.
2 minutes. No obligation.
40%
Faster quote turnaround with automated CPQ
22%
Higher average job value from guided upsell logic
100%
Quote accuracy — no more manual pricing errors
3×
More proposals sent per rep per day
Walk reps through a structured quoting process that ensures every option is offered, every add-on is presented, and every margin is protected.
Pricing rules, material cost updates, and margin floors built in. Quotes always reflect current costs and your required profit margins — automatically.
Professional, branded proposals generated in seconds from the quote. No copy-pasting, no formatting — ready to present or email to the homeowner on the spot.
Automatically surface relevant upgrades, warranty options, and package tiers based on what the customer is buying. Systematic upsells without the hard sell.
Homeowners sign directly on the proposal — on your tablet at the kitchen table or via email link. Close the deal before you leave the driveway.
Every accepted proposal flows directly into your CRM and job management system. No double entry, no gaps in communication between sales and production.
"Our reps used to spend 2 hours putting together a proposal. Now it's 8 minutes. We close twice as many deals in the same time."
Carlos M.
Owner, ComfortPro HVAC
"The upsell logic alone paid for itself in the first month. We went from 12% upgrade attachment to 38% in 60 days."
Marcus D.
Owner, Premier Roofing Co.
See how CPQ software can tighten your sales process and protect your margins on every job.
No obligation. No contracts. Just a clear plan. · rootagency.co