Window Offer Template — Customisable & Professional

Downloadable window offer templates that close more jobs. Customisable formats for residential, commercial, and trade quotes — PDF-ready from day one.

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Templates That Close Windows Jobs

Four template formats covering every kind of window work — each customisable to your brand and terms.

1

Residential Retail Template

Single-page cover, itemised window schedule, payment terms, FENSA notifier details, 10-year warranty. Designed for homeowner-facing quotes where clarity and brand matter more than commercial complexity. Close rate: 35-45% for qualified leads.

2

Trade / B2B Template

Net pricing format, minimum order quantities, discount schedule, delivery terms, trade account reference. For fabricators quoting to fitters, developers, or merchants — the commercial detail other templates lack. No consumer warranty language — replaced with trade-standard terms.

3

Commercial Tender Template

Compliant with typical construction tender requirements — product technical data, CE certification, installation method statement, QA procedures, programme, and breakdown of preliminaries. Ready for architect-led tenders and main contractor RFPs up to £500k window packages.

4

Quick Quote / Survey Template

One-page format for on-site surveys — single quote, summary spec, standard terms, fixed validity. For the install team handing a number to a homeowner at the end of a survey visit, not a deep multi-revision sales process. Fast to issue, easy for the client to accept on the spot.

Frequently Asked Questions

Can I add my own branding to the templates?
Yes. Upload logo, set brand colours, set font preferences, add custom header/footer text and company details once — every future quote uses your branding automatically. PDF output looks professionally designed without hiring a designer.
Are the templates legally reviewed?
The standard terms and conditions in the residential and trade templates are based on UK consumer law (Consumer Rights Act 2015) and commercial practice in the UK fenestration industry. For bespoke or unusual commercial work, have your own legal counsel review before first use in that context.
Can I have different templates for different customer types?
Yes. Set up multiple templates (e.g., 'Standard Retail', 'Developer Discount', 'Commercial', 'Trade') and select one per quote. Each has its own branding, terms, and pricing logic — eliminates the risk of sending a trade price list to a retail customer or vice versa.
Do templates work in languages other than English?
Yes. Templates are available in English, Turkish, German, French, Italian, Spanish, and Dutch as of this writing. The structure stays identical; terms and copy are translated by native-language professionals in the window industry.

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Send Professional Offers From Day One

No design work required. No legal review needed. Four proven templates, ready to use.

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