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Window & door quoting software

Window and door quoting software that keeps scope, pricing, and changes connected.

Build estimates from the project context, compare options, preserve approvals, and hand the current scope to operations without rebuilding the job in disconnected tools.

See the quoting workflowExplore the steps
Opening W-08Estimate option B
Ready for review
ScopeImpact casement · 36 × 60

White frame · Low-E glass · Remove and install

Project total$24,680
Revision connected

Opening width changed from 34″ to 36″. Product configuration and install scope updated.

Connected quote workflow

Move from field context to an approved scope without losing the project trail.

01

Capture the opening

Keep measurements, photos, notes, and site conditions tied to the exact window or door.

02

Configure options

Build good-better-best choices from the same project context without rebuilding the scope.

03

Apply pricing

Add products, services, labor, fees, margins, and approved catalog data.

04

Review changes

Keep proposal versions, approvals, and scope changes visible to sales, office, and field teams.

05

Hand off to install

Carry the approved opening schedule and project evidence into delivery and field documentation.

Quoting capabilities

The estimate stays connected to the opening, decisions, and delivery work.

Opening-based scope

Quote from an opening map where dimensions, media, notes, and changes remain connected.

  • Measurements
  • Photos
  • Opening schedules

Quote alternatives

Present structured options without duplicating the entire project or losing the customer’s decisions.

  • Good-better-best
  • Variants
  • Approvals

Pricing rules

Combine product prices with labor, services, fees, discounts, and margin logic in one estimate.

  • Labor
  • Margins
  • Services

Catalog workflows

Use configured catalog and product data while preserving the project context around every selection.

  • Catalogs
  • Options
  • Configurations

Traceable revisions

See what changed, what was approved, and which estimate version should guide the next team.

  • Change history
  • Decisions
  • Current scope

Office-to-field handoff

Give installers the approved opening information and return field proof to the same project record.

  • Install notes
  • Field proof
  • Completion
Catalog fit

Confirm your exact manufacturers and pricing workflow before onboarding.

WindSketch supports configurable product and catalog workflows. We verify the exact catalog data, price lists, and configuration needs for your team during the demo.

Check your catalog fit
Questions before you quote

What window and door teams usually ask.

Does WindSketch replace our manufacturer catalogs?

WindSketch can work with configured catalogs and pricing workflows. Catalog availability varies, so the onboarding session confirms the exact manufacturers and data your team needs.

Can we quote before the final measure?

Yes. Teams can build and compare early options, then keep revisions connected as measurements and product decisions are confirmed.

Can sales and installers see the same approved scope?

Yes. The approved estimate, opening information, files, and field evidence remain connected to the same project trail.

Is the seven-day trial self-service?

No. WindSketch activates the guided trial during an onboarding call so the workspace can be aligned with your workflow.

Can we use our current Calendly booking link?

Yes. Every tailored demo and guided-trial onboarding uses the same WindSketch Demo scheduling event.

Bring a real project

See how your current quoting workflow fits into WindSketch.

Use the same WindSketch Demo event to review your project, catalogs, estimating logic, and onboarding path.

Book a tailored demo