Windows quote request template

1. Your project

2. What you'd like installed

Leave anything blank to let the contractor recommend it. Asking everyone for the same product makes prices comparable.

3. Items every quote must price

These are the items most often missing from windows quotes. Untick any that don't apply to your job.

• Window brand, model and energy ratingsBrand, series and energy ratings (U-factor and SHGC) for every window.
• Removal of old windowsRemoval and disposal of the old windows.
• Installation method (insert or full-frame)Insert (into the old frame) or full-frame replacement — they cost and perform differently.
• Flashing and waterproofingFlashing tape and waterproofing around each opening.
• Insulation and sealingLow-expansion foam or insulation and sealing around each window.
• Interior trimNew or reinstalled interior trim and casing, and whether it's painted.
• Exterior trim / cappingExterior trim or aluminum capping around each window.
• Debris removal / dumpsterHaul-away of old windows and debris.
• Permit and inspectionWho pulls the permit, where one is required.
• Site cleanupCleanup inside and outside when the job is done.
• Written warrantyInstallation warranty in years, in writing, plus the manufacturer warranty.

4. What to get in writing

• An itemized price for each part of the job (labor, materials, disposal, permit)
• The brand and product line of the main materials or equipment
• Your license or registration number, and proof of liability insurance
• Workers' compensation coverage for your crew, or confirmation you don't need it
• Expected start date and how many working days the job will take
• A payment schedule tied to finished stages of the work
• A deposit of no more than the percentage below
• Your workmanship warranty, in years
• Extra work agreed in a signed change order before it starts
• How long the price is valid (ideally at least 30 days)
• Lien waivers with each payment, where my state uses them
• Anything not included, listed clearly

5. Anything else, and your details