How to Prepare a Window and Door Schedule for a Custom Quote

A quote-ready window and door schedule should identify every opening, state what each dimension represents, describe the intended configuration and viewpoint, and record which requirements are confirmed or still to be determined. It should also point back to the current plans and elevations. The schedule supports pricing and early coordination; it is not a production release.

Use the fields below to organize preliminary information for custom windows, sliding doors, folding doors and pivot doors. If a value is unknown, write TBD instead of guessing. You can also download the editable Meruzy window and door quote schedule.

What is a window and door schedule?

A window and door schedule is a structured list of the openings shown in a project. Each row connects an opening mark—such as W-101 or D-204—to information needed to understand and quote the proposed system.

The schedule does not need to contain every final production decision before a first quote. It does need to distinguish known information from assumptions. That distinction helps the design team, contractor and system supplier discuss the same opening without treating an early estimate as a final order.

1. Give every opening a unique mark and location

Start with the marks used on the current drawings. If the drawings do not yet have marks, create a consistent temporary convention and state that it is preliminary. Add the level, room or elevation so that similar units can still be distinguished.

• Opening mark: the unique reference used across the schedule and drawings
• Location: level, room and/or elevation
• Quantity: the number of truly identical units represented by the row

Avoid combining openings only because their widths and heights appear similar. Configuration, handing, glass, finish, sill conditions or performance requirements may make them different.

2. Identify the product category and configuration

State the intended category—window, sliding door, folding door or pivot door—and describe how it should operate. For a multi-panel system, add a sketch or elevation reference rather than relying on a short text description alone.

Useful configuration notes may include panel count, fixed versus operable panels, stacking or pocket intent, corner conditions, and whether a transom or sidelight is being considered. At quote stage these can be design intentions, but they should not be presented as final if they have not been coordinated.

3. Label the dimension type

Width and height are not useful unless the reader knows what they measure. For each row, identify the dimension as one of the following:

• Preliminary: an early design dimension that still requires coordination
• Rough opening: the project team's stated opening dimension
• Proposed frame size: a requested or proposed overall product dimension
• TBD: not yet established

Do not convert a rough opening into a frame size by applying an assumed clearance. Required interfaces depend on the selected system, surrounding construction, installation approach, drainage strategy and project-specific conditions. For field-measurement planning, see How to Measure Rough Openings for Custom Windows and Doors.

4. State the viewpoint and opening direction

Terms such as “left” and “right” can become ambiguous when the viewpoint is missing. Record whether the unit is viewed from the exterior or interior, then describe swing, slide, stack, fold or pocket direction using the same convention on every row.

For complex configurations, attach a marked elevation. A simple, consistent diagram is usually clearer than a long handing description.

5. Record finish, glass and performance requirements without guessing

Include confirmed design requirements and label unconfirmed items as TBD. Relevant fields may include:

• frame or profile preference
• interior and exterior finish or color
• glass make-up or visual preference, when established
• project performance criteria provided by the qualified local project team
• screen intent
• hardware and operation notes

The schedule should record project criteria; it should not invent them. Requirements related to safety glazing, structural loading, energy performance, air and water performance, acoustics, fire rating, egress or accessibility must be established and reviewed for the project's location, adopted rules and actual configuration by the appropriate project professionals.

6. Describe sills, thresholds and adjacent floor conditions

Large doors often depend on coordinated interfaces at the floor. Note the intended sill or threshold condition, structural support, interior and exterior finish elevations, drainage considerations and any transition that needs design review.

A request for a low or flush appearance is a design intent, not proof that water management, accessibility or other project requirements have been resolved. Include sections or details when these interfaces are important to the quote.

7. Track the drawing source, revision and unresolved questions

Every schedule should identify the source used to prepare it. Record the drawing or elevation reference, issue date or revision, and the status of each row. Suggested status labels are Draft, Needs Review, Ready for Quote and Superseded.

Add an “Unresolved Question” column. This creates a visible list of decisions instead of hiding assumptions inside notes. When drawings change, update the schedule revision and clearly supersede the prior file.

Example of a quote-stage schedule row

This example communicates the opening's identity and design intent without implying that the dimensions or configuration have been approved for production.

What should accompany the schedule?

Submit the latest information available, clearly dated and labeled. A useful quote package may include:

• architectural plans and exterior elevations
• the editable window and door schedule
• enlarged elevations or sketches for multi-panel and special conditions
• relevant wall sections, sill details and floor transitions
• site or existing-condition photos when applicable
• project location and target timeline
• a list of assumptions and unresolved questions

Quote-ready checklist

• Every opening has a unique mark and location.
• Product category and proposed operation are clear.
• Every width and height has a stated dimension type.
• Viewpoint and opening direction use a consistent convention.
• Special configurations point to a sketch or elevation.
• Finish, glass and performance fields show confirmed criteria or TBD.
• Sill, threshold and adjacent floor conditions are flagged where relevant.
• Drawing references and revisions are current.
• Unknowns are listed as questions, not silent assumptions.
• The file is labeled for quotation, not production.

From quote schedule to approved production information

After a system and configuration are developed, the project moves into more detailed coordination. Shop drawings should be reviewed against the architectural intent, structural and envelope interfaces, project criteria and verified site information. The local project team must verify site conditions and approve final production information. See the Window and Door Shop Drawing Review Checklist for that later-stage review.

If you are planning the wider procurement sequence, start with How to Order Custom Windows and Doors from an Overseas Manufacturer.

Download the template and request a project quote

Download the editable Meruzy Window & Door Quote Schedule. Complete what is known, mark unresolved items as TBD, and submit it with your current plans and elevations.

Request a free custom architectural systems design and quote for your windows, sliding doors, folding doors or pivot doors.

Project note: This guide and template support preliminary quotation and coordination. They do not replace project-specific design, engineering, code review, field verification, approved drawings, manufacturer instructions or professional advice.