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Window Installation Proposal Template

Window replacement is a $5K-$20K decision for most homeowners. They're comparing 2-3 contractors and reading every detail. A proposal that specifies frame material, glass performance, energy ratings, and warranty comparison wins the trust battle.

What Every Windows Proposal Should Include

1

Project Summary

Number and sizes of windows, type (double-hung, casement, picture, slider, bay, awning), stories, property age. Note whether this is full-frame replacement (removing the entire frame down to rough opening) or insert/retrofit (new window fits inside existing frame). This distinction affects price and scope significantly.

2

Window Specifications

Frame material: vinyl, fiberglass, wood, aluminum-clad wood, composite. Glass: double-pane or triple-pane, low-E coating (type and surface), argon or krypton fill, U-factor, SHGC (Solar Heat Gain Coefficient), VT (Visible Transmittance). Brand, product line, and color. These specs justify the price difference between a $300 window and a $900 window.

3

Installation Method

Full-frame vs insert replacement. Exterior trim: brick mold, J-channel, or capping. Interior trim: stool, apron, casing. Flashing and waterproofing method. Insulation around frame (spray foam, backer rod). Screen type (standard, pet-resistant). Note how existing trim and siding will be handled.

4

Energy Performance & Incentives

List the U-factor and SHGC for the specified windows. Calculate estimated annual energy savings vs current windows. Note any ENERGY STAR certification. Federal tax credits (IRA: up to $600/year for qualifying windows). Utility rebates if available in the area. This helps the client justify the investment.

5

Pricing

Per-window pricing with size and type specified. Separate labor line or included per unit. Additional items: exterior capping/trim (per window), interior trim (per window), structural repairs (per window, if needed). Old window disposal. Show total.

6

Warranty

Manufacturer warranty: glass seal (typically 20 years), frame (lifetime on vinyl), hardware (10 years). Your labor warranty (typically 2-5 years). What voids the warranty (improper cleaning, modifications). Warranty transferability (important for resale).

Example: What a Windows Proposal Looks Like

Sample Line Items

  • 1.Double-hung vinyl windows, white (8 units)
  • 2.Low-E glass with argon fill
  • 3.Full-frame installation
  • 4.Exterior aluminum capping
  • 5.Interior wood trim (stool and apron)
  • 6.Old window removal and disposal

Inclusions

  • All windows and hardware
  • Installation labor
  • Insulation and flashing
  • Screens
  • Cleanup and disposal

Exclusions

  • Interior painting after trim install
  • Exterior siding repair beyond window opening
  • Blinds or window treatments

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