WindoorERP Documentation 19.0

Generate bilingual PDF quotations with CAD drawings, site survey reports, and delivery slips

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Generates stunning bilingual client quotations with embedded CAD elevation drawings, site surveyor dimensional records, site quality inspection dossiers, and warehouse delivery notes.

Before you start

  • Sales quotations, survey orders, or delivery pickings recorded.

Steps

Bilingual commercial quotation PDF with embedded CAD elevation drawings and line pricing

Executive customer quote summary report

Pro-forma invoice document for LC and banking applications

Confirmed sales order contract document

Site survey report detailing wall opening laser measurements and floor levels

Pre-quote survey dimensional assessment report

Final production survey certified opening schedule

Installation handover certificate and snag completion pack

Site QC inspection checklist dossier

Project-wide comprehensive site quality dossier

Official Windoor site delivery note with driver and recipient signature blocks

Warehouse shipping delivery slip

Warehouse picking order sheet

Crated glass and aluminum package shipment manifest

Raw material warehouse goods reception report

Material return authorization slip

Physical inventory cycle count sheet

After-sales maintenance and warranty service order report

Important

Customer signature on the official Windoor Delivery Note serves as legal proof of on-site handover before warranty commencement.

  1. 01
    From Sales Quotations, print Print Quotation with Drawing to deliver transparent technical quotes to architects.
  2. 02
    From Site Surveys, generate Site Survey Report and Pre-Quote / Production Survey Reports.
  3. 03
    From Warehouse Operations, print Windoor Delivery Note and Delivery Slip.
  4. 04
    From Project Management, print Installation Handover Pack and Site QC Dossier.
  5. 05
    From Invoicing & Customers, print Customer Statement and Follow-up Letter.

Common mistakes

  • Delivering fabricated window frames to site without printing the itemized package delivery manifest.
  • Executing site installation before obtaining signed consultant approval on the Site Survey Report.

Continue learning

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