Quote, sign and pay in one flow
Window and Door Quoting Software That Knows the Catalog
Real Milgard, ProVia and Anlin catalogs with the rules the factory actually enforces. Invalid options disappear and explain why. Bay, bow and shaped units get a drawing. The homeowner signs and pays the deposit without leaving the quote.
Built by dealers. 30+ years in the trade.
The short answer
Window and door quoting software lets a dealer configure products from a manufacturer catalog, price them with the correct option rules, and present a quote the homeowner can sign and pay. The difference between a good tool and a spreadsheet is the rules: a good tool will not let a rep quote a combination the factory cannot build, and it will say why. WindowEdge ships Milgard, ProVia and Anlin catalogs with real rules and pricing, imports ProVia doors from entryLINK, draws bay, bow and shaped windows on the agreement, and collects the e-signature and deposit in the homeowner portal.
What to Look For in Quoting Software for Windows and Doors
Most estimating tools were built for general contractors. Window and door quoting has its own failure modes.
Manufacturer catalogs with real rules
A price list in a spreadsheet is not a catalog. The software should carry the actual product lines, options, and option rules from the manufacturer, so a rep cannot quote a configuration the factory will reject.
Rules that explain themselves
Hiding an invalid option is half the job. When a grid pattern or hardware finish disappears, the rep should see why, so they can tell the homeowner instead of guessing.
Bay, bow and shaped units
The units that make the most money are the ones generic tools handle worst. Bay and bow pricing belongs on the agreement itself, with a drawing the homeowner can understand.
Signature and deposit in the same flow
A quote that has to be exported to a separate e-sign tool and a separate payment link is a quote that stalls. The homeowner should read, sign, and pay the deposit in one place.
How WindowEdge Builds the Quote
From catalog to signed agreement with a deposit in the bank.
Pick from a real catalog
Milgard, ProVia and Anlin product lines with the rules and pricing the manufacturers publish. ProVia doors can be imported straight from entryLINK.
Invalid options hide and explain
Rules mined from the manufacturer's own systems remove the combinations that cannot be built and tell the rep why, before the order is placed.
Draw the hard units
Bay, bow and shaped windows get a drawing on the agreement, and bay and bow pricing is calculated on the agreement rather than in a side spreadsheet.
Sign, pay, convert
The homeowner reviews the quote in the portal, signs electronically, and pays the deposit. Converting the quote sets up the payment schedule for the rest of the job.
Who This Is For
Replacement window and door dealers who sell Milgard, ProVia or Anlin and are tired of quotes that come back from the factory with a rejected configuration, a reprice, or a two-week delay. Dealers who sell a lot of bay, bow and shaped units and want the pricing and the drawing on the agreement instead of in a rep's head.
It also fits dealers with their own product lines, add-ons and margin logic, since dealer-authored rule packs sit alongside the manufacturer catalogs. And it fits any dealer who wants signature and deposit to happen the same evening the homeowner says yes.
Sales reps
Configure at the kitchen table without a call to the office. The catalog will not let you quote something that cannot ship.
Owners and sales managers
Dealer rule packs encode your margins and your add-ons, so every rep prices the same way.
The office
A signed agreement with a deposit and a payment schedule arrives in the system, ready for the project rail. No retyping.
Quoting Capability Checklist
Bring this list to any quoting software demo.
| Capability | Spreadsheet or generic estimator | WindowEdge |
|---|---|---|
| Milgard, ProVia and Anlin catalogs with real rules and pricing | Manual price list | Yes |
| Invalid options hidden, with the reason shown | Rep finds out from the factory | Yes |
| ProVia entryLINK import | Retyped | Yes |
| Dealer-authored rule packs for your own products and margins | Not supported | Yes |
| Bay and bow pricing on the agreement | Side spreadsheet | Yes |
| Drawings of bay, bow and shaped windows | Hand sketch | Yes |
| E-signature in the homeowner portal | Separate e-sign tool | Yes |
| Deposit collected in the same flow | Separate payment link | Yes |
| Payment schedule created at conversion | Manual invoicing | Yes |
Questions dealers ask about quoting software
What is window and door quoting software?
It is software a dealer uses to configure windows and doors from a manufacturer catalog, price them with the correct rules, present the quote to the homeowner, and collect a signature and deposit. WindowEdge does this with real Milgard, ProVia and Anlin catalogs, drawings for bay, bow and shaped units, and signing and payment in the homeowner portal.
Which manufacturers does WindowEdge support?
Milgard, ProVia and Anlin ship with catalogs that include the real option rules and pricing. ProVia entry doors can be imported from entryLINK. Dealers can also author their own rule packs for products, add-ons and pricing logic that are specific to their business.
How does the software stop a rep from quoting something the factory cannot build?
The rules are mined from the manufacturer's own systems. When a rep picks an option that makes another option invalid, the invalid choice is hidden and the software explains why, so the rep can walk the homeowner to a configuration that will actually ship.
Can it handle bay, bow and shaped windows?
Yes. Bay and bow pricing is calculated on the agreement itself, and bay, bow and shaped windows get a drawing on the document so the homeowner sees what they are buying.
What happens after the homeowner signs?
The homeowner signs and pays the deposit in the portal. When the quote converts to a project, WindowEdge sets up the payment schedule for the remaining balance and the job moves onto the project rail.
See the Features Behind the Quote
Quoting is one beat of the job. These pages go deeper on each piece.
Quote From the Real Catalog
Bring a configuration your factory rejected last month. We will build it live and show you where the rules would have caught it.
Built by dealers. 30+ years in the trade.