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Sales team reviewing quotes and orders at a desk

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Quoting Workflow

A quote is not just a price. It is a verified specification. Every step in this workflow exists to prevent an error that would cost time, margin, or customer trust.
This page is the operational playbook for quoting a door at YourNewDoor.com. Follow these stages in order on every quote. Do not skip or reorder steps — each stage reveals information that the next stage depends on.

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The Complete Quoting Process

Stage 1: Qualify the Request

Before taking any measurements or opening a quote, answer the four qualifying questions:
  1. Slab only or prehung unit?
  2. Interior or exterior application?
  3. New construction or replacement?
  4. Single door, double door, or door with sidelites?
If you cannot answer all four, keep asking. Do not proceed to measurements until all four are answered.
These four questions take 60 seconds. Skipping them can cost hours of rework.

Stage 2: Capture Measurements

Based on the product type (slab or prehung), capture the required dimensions:For prehung units:
  • Rough opening width (three points, smallest recorded)
  • Rough opening height (two sides, smallest recorded)
  • Jamb depth
  • Configuration width if sidelites or double door
For slab only:
  • Existing slab width, height, and thickness
  • Hinge count and backset
  • Bore diameter and backset
All measurements should come directly from the field or from the customer with a specific measuring instruction. Never estimate or assume based on standard sizes.

Stage 3: Confirm Operation

Determine and record handing and swing:
  • Left Hand (LH), Right Hand (RH), Left Hand Reverse (LHR), or Right Hand Reverse (RHR)
  • Inswing or outswing
  • For double doors: active panel location (left or right)
Always confirm handing verbally with the customer or installer. Do not determine handing from a description like “it opens to the right” without confirming what side they are standing on.

Stage 4: Define the Full Specification

Build the complete product spec:

Stage 5: Assess Install Conditions

Before pricing, note any install conditions that affect fit or labor:
  • Is the rough opening square? (diagonal measurement)
  • Is the sill or floor level under the threshold?
  • Is trim being reused or new?
  • Does the wall have special conditions (stucco, brick, thick framing)?
  • Is there clearance for the full swing arc?
  • Are there any step-down or accessibility requirements at the threshold?
Install conditions that require extra work should be noted in the quote assumptions, even if they are the installer’s responsibility. Undisclosed conditions create disputes.

Stage 6: Price and Build the Quote

Enter all confirmed specs into the quoting system. Separate line items clearly:
  • Product cost (door unit or slab)
  • Delivery or shipping
  • Hardware (if supplied separately)
  • Custom or special order upcharges
  • Any installation allowances
Do not combine product and delivery into a single line. Customers who question the quote need to see where costs originate.

Stage 7: Final Pre-Submit Review

Before submitting or sending the quote, run the Final Review Checklist (see below).Do not skip this step even if you feel confident. The cost of one preventable remake is far greater than the 2 minutes this review takes.

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Final Quote Review Checklist

  • Rough opening width and height recorded from field (not assumed)
  • Jamb depth matches wall thickness
  • Configuration width accounts for all sidelites and active + inactive panels
  • Slab size or unit size correctly identified (not conflated)
  • Door thickness matches existing frame or hardware prep

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Quoting Process Flowchart

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Common Quoting Mistakes to Avoid

A 3068 slab is not the same as a 3068 prehung unit. The prehung unit is approximately 2” wider and 1” taller. Always confirm which size convention you are using when entering the order.
Handing determined from a customer’s verbal description (“it opens to the left”) is not reliable without knowing their vantage point. Always confirm using a field method or photo protocol.
A missing jamb depth assumption will either produce a jamb that gaps at the drywall or one that overhangs. Always capture wall thickness.
A customer who says “6-foot opening” may have sidelites, double doors, or both. Always clarify the full configuration.
Out-of-square openings, unlevel floors, and unusual wall conditions are not the manufacturer’s problem — but they become your problem if the customer was not advised at quoting.
A rep who consistently runs this workflow from top to bottom on every quote will produce fewer remakes, earn more customer trust, and close at a higher rate than one who shortcuts the process.