Learn how bpmPro software solution can streamline your window dealership's quoting process, from lead generation to finalizing the order. Discover the key steps involved in producing a window quote and how bpmPro can save you time and increase accuracy.
April 3, 2023

Streamlining Sales Processes: Automation for Window Dealers

The window manufacturing industry has experienced significant growth in recent years, resulting in a wider range of offerings for consumers. While this is great news for consumers, it presents a challenge for window dealerships.

Selling windows and doors can be a complex and time-consuming process due to the need for precise measurements and the large variety of models and types available. In addition, every manufacturer has a different quoting system to produce a price, which means window dealerships must gather information from multiple systems and consolidate it into a single proposal for their clients. This process can be prone to errors and is made even more challenging when managing subsequent quote iterations as clients often make changes to the quote until they find the best combination of products for their projects.

The Process of Creating a Window Quote

To produce a quote for window and door products, the window dealer typically generates a lead through their marketing efforts, which is then assigned to a sales representative. The sales rep contacts the potential client to gather project requirements, such as the dimensions of the products to be quoted. They may physically measure every opening in an existing structure or take off architectural plans provided by the client.

Next, the sales rep calculates the cost of every opening, including product, labor, and installation materials cost. To produce an itemized list, the sales rep must go into several manufacturer's quoting systems for the product cost. For labor costs, they use the dealer-specific labor set cost, which is often stored in spreadsheets.

Once all the information has been gathered, the sales rep consolidates it and creates a single presentation to send out to the client. This process can iterate several times as clients often make changes to the quote before finalizing the order.

Overcoming Complexities in Window Sales with Automation

With more product options to choose from, dealerships must spend more time producing proposals and managing information to put together a comprehensive quote for their clients. This can be a time-consuming task for sales teams, taking away valuable time that could be spent on building customer relationships and closing deals. Fortunately, there is a solution: automation. By using software solutions like bpmPro, window dealerships can streamline their sales processes and focus on what really matters - building relationships with customers and growing their business.

Using bpmPro

One software solution that can help with this task is bpmPro. This application, natively developed on the Salesforce.com platform, is designed specifically for the window and door industry. With bpmPro, users can automate a variety of tasks, such as lead generation, lead distribution, quoting and re-quoting, follow-up communications, and contracting.

Benefits of automation

By automating these tasks, window dealerships can reap numerous benefits. Automation can help reduce errors by eliminating the need for manual data entry. It can also improve communication among the sales staff, ensuring that everyone is on the same page. Additionally, automation can help save time, allowing sales staff to focus on building relationships with customers rather than completing administrative tasks.


In conclusion, automation is the answer that many window dealerships didn't know they were looking for. By using software solutions like bpmPro, dealerships can streamline their operations and improve customer service, ultimately leading to increased sales and a better bottom line. Whether you're struggling with lead generation, lead distribution, quoting and re-quoting, follow-up communications, or contracting, automation can help you overcome these challenges and take your business to the next level. Don't let manual tasks hold you back - explore the power of automation today and discover what it can do for your window dealership.

The Next Level

Do you want to take your window dealership to the next level? Discover how bpmPro, the cutting-edge business process management software solution from xTriam, can streamline your sales process, increase efficiency, and improve your bottom line. With bpmPro, you can easily manage your leads, quotes, orders, and installations, all from a single platform. Learn more about bpmPro and xTriam by visiting our website today at www.xtriam.com.