Window and Door Design Change Log After Quote Selection

After selecting a window and door quote, give every requested change an ID and link it to the original proposal revision and affected opening marks. Record the requested difference, supplier response, price and schedule status, written decision and updated documents. A request, supplier acknowledgment and incorporated revision are separate events. The change log tracks those events without replacing the project’s commercial agreement.

For a builder, the difficult part is often tracing one decision across several records. A finish direction changes in an email, the schedule stays unchanged, and a later drawing refers to the earlier proposal. A change log gives that request a stable identity until the relevant documents reflect the decision.

Preserve the selected baseline

Record the selected quote number, revision, date and attachments before adding changes. Identify the matching schedule and proposed drawing set. Preserve this baseline so another reviewer can see what the requested change would alter.

The accepted quote assumptions register records conditions already present when the proposal was selected. The change log starts when someone asks to alter that selected scope. Link the two records when a new request affects an existing assumption.

Write the difference precisely

A useful request names the original information, the proposed difference and the source of the request. “Change the doors” is not enough. “Design team requests a revised exterior finish direction for D-01 and D-02; refer to marked schedule revision C” gives the supplier a defined question.

Attach the relevant markup and retain the original source. Avoid rewriting dimensions, glass criteria or other technical information from memory. If the request is ambiguous, ask the responsible project party to clarify it before describing it as a confirmed change.

Identify the affected openings and documents

List the opening marks, system and package area affected. Then identify records that may require revision: proposal, schedule, proposed drawings, sample reference or order confirmation. This is an impact review, not permission to assume every listed document must change.

Do not use “all units” unless that scope is confirmed. A request for one elevation can otherwise become an unintended package-wide instruction. If an opening mark has changed since the baseline, record both references and the document that connects them.

Ask for the supplier’s response

Record whether the supplier can accommodate the request and what further information is needed. Keep price and schedule effects in separate fields. Until the relevant party confirms them in writing, use TBD rather than zero cost or no delay.

For a concrete manufacturer example, Awake’s post-order change process requests unit-specific changes and marked drawings, then uses revised paperwork and an updated confirmation. That is Awake’s process, not Meruzy’s terms. It demonstrates why submission alone is insufficient evidence that a change has been completed.

Use states that describe what happened

1. Requested: the proposed change and its source are recorded.
2. Under review: the supplier or project reviewer is assessing the request.
3. Response received: feasibility and applicable commercial or schedule information are documented, including any unresolved questions.
4. Accepted or rejected: the authorized project decision is recorded with its reference.
5. Incorporated: the identified documents have been revised to reflect the accepted decision.
6. Closed: the required acknowledgments and remaining actions are complete under the project process.

An email saying “received” supports only acknowledgment of receipt. It does not establish feasibility, acceptance, a revised price or a new production instruction. Keep the exact supplier wording in the response reference so the log does not overstate the result.

Record decision authority

Name the person who can accept the proposed scope and commercial effects under the actual project process. A designer may clarify design intent while a different person approves commercial changes. Route each decision to the appropriate party.

This article is a document-control workflow, not a legal change-order form. The applicable agreement determines contractual consequences and approval procedures. Production authorization remains a separate event; a change-log status should never silently replace it.

Copyable design change log

Two hypothetical changes

The following entries are fictional examples. They contain no assumed costs, durations or product availability.

For C-01, an accepted sample reference might later need to appear in the relevant documents. The log should identify which records actually need revision. For C-02, the opening’s presence in a new request does not establish that it is included in the selected price.

Check that the decision reached the documents

When revised paperwork arrives, compare it with the accepted request. Confirm the affected marks, revision references and any remaining exceptions. Preserve the previous issue as superseded. Do not close the row solely because the attachment name contains “final.”

If the change produces a revised proposal, use the scope-by-scope quote checklist to examine what changed. When proposed drawings follow, route them through the drawing-review process.

A short weekly review can focus on requests without responses, decisions awaiting authorized review and accepted changes not yet incorporated. Assign one next action per open item. If a later request supersedes an earlier change, cross-reference both IDs instead of deleting the original history.

Send a clear revision request

Meruzy coordinates selected manufacturing partners and provides free project quotations, proposed product drawings and revisions. Send the selected baseline, affected opening marks and marked request together. Availability and commercial effects depend on the specific request and written project response.

The local project team verifies site conditions and approves final production information. Submit your current project package and marked changes for quotation coordination.