The business problem
A customer changes the glass or dimensions after a quote is prepared. The change must be understood in the drawing, the factory order and the job record — not left in a separate email.
Window & Door Business Platform · Business systems
Window and door operations, from quote to warranty.
Product configuration and quoting, customer projects, drawings and factory orders, purchasing and delivery, measurement and installation, and component warranty and service records.
The hardest part
Keeping configuration and downstream documents aligned. Quote lines, drawings and factory documents are tied to the project so the team can review the changed specification before ordering; installation and component-warranty records continue that project history.
How it comes together
Product options and pricing rules feed quote documents. Plan markup and facade previews support the technical review; factory orders, shipment and receipt records, measurements, installation and warranty periods stay organized around the same customer project.
Shared configuration, aligned documents
Configuration change
Shared project specification
Aligned documents
The quote, drawing and factory order follow the same project specification.
What the platform covers.
A closer look at the work behind each stage.
Configure & quote
Dimensions, product options and pricing rules, brought into quote documents.
Customers & projects
Customer details, project records, business stages and related files in one workspace.
Drawings & order documents
Window drawings, plan markup, facade previews, PDF quotes and factory orders.
Purchasing & delivery
Order, shipment, arrival and receipt records that support the next stage of work.
Measurement & installation
Site measurements, installation scheduling, execution and completion records.
Warranty & after-sales
Component-level warranty periods and records of after-sales issues and follow-up.
Connected capabilities
Many of these projects were built for businesses we operate ourselves — we run the software we build.
Explore services- 01
Configuration & quoting
- 02
Drawings, orders & delivery
- 03
Measurement, installation & warranty
Questions we are often asked
How do you keep a window and door quote in sync when the customer changes the glass or dimensions?
The quote, drawing, factory order and job record are tied to the same customer project, so a change is reviewed in all of them rather than sitting in a separate email. The team can see the changed specification before ordering.
Can a quoting system generate pricing from product options?
Yes. In this project, product options and pricing rules feed the quote documents. The rules themselves are set by the business.
Does the system cover work after the order, such as installation and warranty?
Yes. Factory orders, shipment and receipt records, measurements, installation and component warranty periods stay organized around the same customer project.
Can a window or door quoting platform show how the product will look on a building?
This project includes plan markup and facade previews to support technical review. They help the team check the specification and are not a substitute for that review.
Let us look at the business first.
Start with a two-to-three-week Operating Review: fixed scope, fixed fee, and you keep everything.