Free window and door proposal template

A window proposal with three options for the same ten openings: builder-grade vinyl, mid-grade vinyl with better glass, or fiberglass frames.

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3 optionsFilled in for window and door
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Your business
Logo
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Optional. Add it if your trade is licensed where you work.
Prepared for
Proposal details
Option 1
DescriptionQtyUnitPrice
qty
$
qty
$
Option 2
DescriptionQtyUnitPrice
qty
$
qty
$
qty
$
Option 3
DescriptionQtyUnitPrice
qty
$
qty
$
qty
$
%
Leave at 0 if your work is not taxed where you are.
$
%
Some states cap deposits on home improvement work. Check yours.
Proposal with
3 options
Proposal, Window replacement options
No prices yetOption 1, 2 lines to price
No prices yetOption 2, 3 lines to price
No prices yetOption 3, 3 lines to price
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Your business name

Proposal

Number
P-1001
Prepared forCustomer name
JobWindow replacement options
Option 1: Good: builder-grade vinyl
Double pane, standard frame, insert install.
DescriptionQtyUnitPriceAmount
Builder-grade vinyl window, insert10each
Exterior capping, aluminum10each
Option 1 totalTo be priced
Option 2: Better: mid-grade vinyl, low-E
Heavier frame, low-E glass with gas fill.
DescriptionQtyUnitPriceAmount
Mid-grade vinyl window, low-E, insert10each
Exterior capping, aluminum10each
Interior trim and stool10each
Option 2 totalTo be priced
Option 3: Best: fiberglass frames
Fiberglass frames, triple pane on the north side.
DescriptionQtyUnitPriceAmount
Fiberglass window, full frame10each
Interior trim and stool10each
Disposal of old units10each
Option 3 totalTo be priced
Notes
All options include disposal and the install warranty stated on the estimate.
Terms
Choose an option and sign. Deposit orders the units.
Option chosen
Accepted by (customer signature)
Date

What a window and door proposal is for

Window buyers hear about frames, glass packages and energy ratings from every salesperson. Three options on the same openings, with frame material and glass spelled out, let the owner compare what changes between the price levels. It also gives pay over time a clear place on the bigger option.

What to put on a window and door proposal

  • The same openings in each option.
  • Frame material and glass package.
  • Install type and trim.
  • Warranty differences.
  • One acceptance line.

A worked example

The same ten double-hung openings. Lines are yours to price from your supplier.

Option 1: Good: builder-grade vinyl. Double pane, standard frame, insert install.

LineQtyUnitPrice
Builder-grade vinyl window, insert10eachYour price
Exterior capping, aluminum10eachYour price

Option 2: Better: mid-grade vinyl, low-E. Heavier frame, low-E glass with gas fill.

LineQtyUnitPrice
Mid-grade vinyl window, low-E, insert10eachYour price
Exterior capping, aluminum10eachYour price
Interior trim and stool10eachYour price

Option 3: Best: fiberglass frames. Fiberglass frames, triple pane on the north side.

LineQtyUnitPrice
Fiberglass window, full frame10eachYour price
Interior trim and stool10eachYour price
Disposal of old units10eachYour price

Write one plain sentence per option about what the owner gets for the step up.

Line items window and door installers use

Line itemUnitHow to write it
Replacement window, insert installeachSize, frame material, glass package and grid.
Replacement window, full frameeachTear-out to the rough opening; new trim inside and out.
Entry door, prehungeachSlab material, glass, sidelites and hardware.
Storm dooreachStyle and closer.
Sliding patio dooreachWidth, panels and screen.
Interior door, prehungeachSwing and casing.
Exterior capping, aluminumeachPer opening; color to match.
Interior trim and stooleachPer opening; paint or stain grade.
Sill and frame rot repairftPriced if found when the old unit comes out.
Egress window and welleachCutting, well and code requirements; permit.
Disposal of old unitseachPer opening.
PermiteachWhere the town requires one.

Terms and deposit language for window and door

  • Deposit. A deposit at signing pays for the units, which are made to the measured size and cannot be returned. Check your state's limits on home improvement deposits.
  • Payment. Balance due on install day once every opening is finished and the owner has opened and locked each unit.
  • Warranty. The manufacturer warrants the units. You warrant the install: leaks at the opening and operation problems caused by how it was set. Say for how long.
  • Lead times run from the order date, not the signing date, and are set by the manufacturer.
  • Rot found when an old unit comes out is repaired at the per foot price on this estimate, with photos.
  • Blinds, curtains and alarm sensors on old units are the owner's to remove and reinstall unless listed.

How to fill it in

  1. Fill in the customer and the job.
  2. Check each option's name, its one-line difference and its lines.
  3. Add your prices; each option totals on its own.
  4. Set tax, the deposit and the good-until date.
  5. Print it, download it, or send it from Koira so the customer can pick and sign on the phone.

Free tools for window and door

The same proposal for other trades: appliance repair, auto detailing, carpentry, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, deck, drywall, duct cleaning, electrical, fence, flooring, garage door, general contractor, glass, gutter, handyman, holiday lighting, home inspection, hood cleaning, hvac, insulation, irrigation, junk removal, landscaping, lawn care, locksmith, masonry, moving, painting, pest control, plumbing, pool service, pressure washing, property maintenance, remodeling, restoration, roofing, security system, septic, siding, snow removal, solar, tile, tree service, water treatment, waterproofing, window cleaning.

More for window and door installers: how window and door installers run on Koira.

FAQ

What window options should I offer?

A builder-grade vinyl, a mid-grade vinyl with better glass, and a premium frame such as fiberglass. Keep the openings the same in each.

How do I explain glass packages simply?

Say what the owner will notice: less heat through the glass, quieter rooms, less fading. Keep the jargon on the spec sheet.

Should financing go on a window proposal?

It helps on whole-house orders. Koira's pay page offers pay over time through Affirm or Klarna, and the owner applies on their phone.

Can the owner sign the window proposal online?

Yes. From the Koira link the owner picks a window line, signs and pays the deposit, and you can place the factory order the same day.

We know what works. Leave it to Koira.

☼⚙
Standard⚡ Turbo
● Koira did it● You by hand
Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Free Window and Door Proposal Template (PDF and Word) | Koira