QuoteFlow01 · SHARE
Create one customer link
Set an expiry and submission limit, then send the private link by email, text, or your existing CRM.
Window & door estimate software
Give homeowners a useful price before the first site visit.
QuoteFlow turns one customer link into a structured window project, a branded preliminary estimate, and a lead your team can follow up—without asking office staff to enter every window by hand.
Your pricing rulesNot a generic market guess
Mixed window stylesOne weighted project range
Customer photosVisible context for review
Structured follow-upEvery estimate becomes a lead
A simpler intake workflow
The homeowner supplies the details. Your team receives a project.
The merchant creates a limited customer link. The homeowner answers a few practical questions, adds photos when useful, and receives a contractor-controlled planning range.
02 · COLLECT
Let the homeowner do the light work
They choose project scope, enter an approximate count or mixed window quantities, and add photos from their phone.
03 · FOLLOW UP
Receive a lead with context
Your workspace receives contact details, window breakdown, pricing snapshot, photo analysis, and a clear next action.
Pricing that stays under contractor control
AI can organize the project without inventing the price.
Import a dealer price sheet or configure product tiers, per-window values, minimum jobs, and access factors. QuoteFlow uses those approved rules to calculate Good, Better, and Best preliminary ranges.
PRICING
Good, Better, Best tiers
Present meaningful options while keeping the result broad enough for product and site verification.
PROJECT MIX
More than one window type
Combine double-hung, casement, slider, picture, bay, or bow quantities without applying the minimum job more than once.
GUARDRAILS
A preliminary range, not a false promise
Every customer page explains that final measurements, products, access, and installation conditions require verification.
One submission, two useful views
Clear for the homeowner. Actionable for the window company.
What the homeowner sees
- A branded estimate prepared for their project
- Window count and mixed style breakdown
- Good, Better, and Best planning ranges
- Plain-language limitations and next steps
- Photo insights when analysis is available
What the merchant receives
- Customer contact and service-area details
- Project scope, stories, count, and window mix
- A frozen pricing snapshot for consistent follow-up
- Uploaded photos and visible-frame observations
- Notifications, lead status, exports, and follow-up actions
Frequently asked questions
What a preliminary estimate should—and should not—do.
Does AI decide the price?
No. QuoteFlow calculates the range from pricing rules approved by the window and door company. Photo analysis adds context but does not invent pricing.
Can a homeowner enter more than one window style?
Yes. They can add rough quantities for multiple styles, and the system combines those quantities into one weighted project range.
Is the customer estimate a final contract price?
No. It is a planning range. Final products, measurements, access, installation requirements, and site conditions are verified before a contract price is issued.
Can the experience use our branding and price book?
Yes. The customer page can use your company name, logo, colors, contact details, product tiers, minimum job value, and adjustment rules.
Turn the next window inquiry into a useful price conversation.
Try the complete homeowner flow or create a workspace and import a representative price sheet.