Guided journey
Your first quotation, in 20 minutes
Start with an empty database and finish with a priced, sent quotation for a real window.
This is the shortest path to seeing WindoorERP do the thing it exists to do: turn an opening in a wall into a priced, sendable quotation. Follow it in order — each step leaves the system in the state the next one expects.
By the end you will be able to
- Find your way around any WindoorERP screen
- Create a customer and open a quotation for them
- Draw a window, choose its glass, and see the price move
- Apply a pricelist or a discount without editing line prices by hand
- Send a quotation for the customer's approval
Before you start
- A WindoorERP login with the Sales app
- A profile series and a pricelist already loaded (both ship with the demo data)
The path
01
Find your footing
- 01 Learn the three places everything lives Two minutes here saves you twenty later: the apps menu, the breadcrumb and the systray are the only navigation you will ever need. 2 min Find your way around WindoorERP
- 02 Create the customer you are quoting Everything downstream — the quotation, the site survey, the invoice — hangs off this record, so it is worth getting the address and contact right once. 3 min Create your first customer
02
Build the quotation
- 03 Open a quotation An empty quotation is the workbench for everything that follows. 2 min Create a quotation
- 04 Draw the first window This is the step that makes WindoorERP different from a spreadsheet: you draw the opening and the system works out the profiles, the cuts and the price. 5 min Add a window to a quotation
- 05 Choose the glass Glass is usually the largest single cost in the opening — change it here and watch the line price respond. 3 min Choose glass for an opening
03
Price it and send it
- 06 Apply the customer's pricing Discounts belong in a pricelist, not in typed-over unit prices — that is what keeps next month's margin report honest. 3 min Apply a pricelist or discount
- 07 Send it for approval The customer gets a branded PDF and a link; you get a record of exactly what was sent and when. 2 min Send a quotation for approval
Running a window or door factory?
Ask for a demo