Window and door replacement quotation template
Window and door replacement quotation template: windows per unit from a schedule, the front door, removal and making good per opening, with lead times.
Templates by industry
- Double-glazed windows, per unit (sizes per schedule)
- Front door with frame and lock set
- Removal and disposal of old frames, per opening
- Making good: sills, trims and sealing, per opening
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Double-glazed windows, per unit (sizes per schedule)", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Making good: sills, trims and sealing, per opening", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
A window and door replacement quotation stands or falls on its schedule of openings. The homeowner should be able to walk round the house, count the windows and find each one on the quotation with its size, glass, frame colour and the way it opens. This template prices units per piece, the front door on its own line, and removal and finishing per opening, so turning one window into a fixed pane does not reshuffle the whole price.
Fields to prepare
- Deliverables and line items
- Double-glazed windows, per unit (sizes per schedule), Front door with frame and lock set, Removal and disposal of old frames, per opening, Making good: sills, trims and sealing, per opening: specify the planned quantity and delivery scope for each item.
- Double-glazed windows, per unit (sizes per schedule)
- Number each opening and keep its size, glazing and opening style in a schedule the client can check room by room.
- Front door with frame and lock set
- Name the door material, glass panel, lock type and the colour on each side; doors are often reordered over one such detail.
- Removal and disposal of old frames, per opening
- Count removals per opening and say whether old frames are recycled and whether inside finishes may be disturbed.
- Making good: sills, trims and sealing, per opening
- Making good covers trims and seals around each new frame; say whether redecorating the walls is excluded.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- Attach a schedule with each opening’s size, glazing and opening style, and quote removal and making good per opening so the count can be checked.
Before sending
- Does “Double-glazed windows, per unit (sizes per schedule)” say what is included and what quantity the price assumes?
- Would the customer read “Front door with frame and lock set” the way you do, including what it leaves out?
- Can you still honour the price of “Removal and disposal of old frames, per opening” on the last day the quotation is valid?
Show 4 more
- Does “Making good: sills, trims and sealing, per opening” say what is included and what quantity the price assumes?
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 4 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Double-glazed windows, per unit (sizes per schedule) | 8 × $640.00 | $5,120.00 |
| Front door with frame and lock set | 1 × $2,100.00 | $2,100.00 |
| Removal and disposal of old frames, per opening | 9 × $45.00 | $405.00 |
| Making good: sills, trims and sealing, per opening | 9 × $70.00 | $630.00 |
| Subtotal | $8,255.00 | |
| Sales tax (8%) | $660.40 | |
| Total | $8,915.40 | |
Quoted net amount $8,255.00, sales tax $660.40, quoted total $8,915.40.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
What if a frame hides damage that only shows on removal?
Measure every opening yourself before ordering and say the order is placed on those sizes. For rotten lintels or crumbling reveals found on removal, state a repair rate per opening on the quotation so the work can go ahead the same day.
Should the quotation give a fitting date?
Give a lead time instead. Made-to-measure windows and doors take weeks to produce, so state the expected manufacturing time counted from the client’s signed order and deposit, and confirm the fitting date once the frames are ready.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $660.40 on a net amount of $8,255.00, for a total of $8,915.40. The editor recalculates all three when you change a quantity, a price or the country.
Is this template free?
Yes. You can fill in this template and print it or save it as a PDF without an account, and there is no payment step and no watermark on the document. Saving it to your account and downloading Excel or Word files need a free account.
How is the document numbered?
QuoteBill gives each new document a unique number of its own. A member can switch to numbers in sequence in settings, such as QUO-2026-0001: one sequence for each kind of document, starting again every calendar year. A number you type yourself is kept as it is.
Read next
Reading for the Window and door replacement quotation template: How to write a quotation: format, example and checklist and Quotation vs invoice: differences and timing. The VAT and GST calculator adds tax to your quoted prices.