How to Use Shortcodes for Products in Proposals

Shortcodes automatically insert specific product names into your proposals, saving you from manually typing product details for each customer.

What Shortcodes Do

Shortcodes are words in brackets that Roof Chief automatically replaces with actual product names. For example, writing "We propose to install [shingle], [underlayment], and [starter]" becomes "We propose to install CertainTeed Patriot, Diamond Deck underlayment, and WeatherBlocker starter."

Creating Shortcodes

Step 1: Add the Shortcode

1. Go to Settings
2. Click Proposals
3. Select Shortcodes at the bottom
4. Click New Shortcode button
5. Type a name for your shortcode (like "vent" for venting products)
6. The shortcode is automatically saved (no save button needed) You can use the Find function to search existing shortcodes before creating new ones. Step 2: Associate Shortcodes with Products
7. Go to Settings
8. Click Products
9. Select Product Catalog
10. Navigate to your product folders
11. Scroll right to find the Shortcode column
12. For each product, click Manage
13. Type the shortcode name (like "shingle")
14. Select the matching shortcode from the dropdown
15. The association is automatically saved

Using Shortcodes in Proposals

Once you've created shortcodes and associated them with products:

1. Write your proposal text using shortcode names in brackets
2. Include the product in your estimate
3. Roof Chief automatically replaces the shortcode with the actual product name Example: If you use CertainTeed Patriot shingles in your estimate and write "We propose to install [shingle]" in your proposal, it becomes "We propose to install CertainTeed Patriot."

Benefits

Shortcodes ensure your proposals automatically reflect the specific products in each estimate without manual editing. This saves time and reduces errors while creating professional, accurate proposals that match your actual material selections.