Window orders locked in before you order a single custom unit
Replacement windows and doors are made to order, so a mistake on paper becomes a unit nobody can use. The grid pattern, the glass, the handing of a door, the color of the exterior trim: each one has to be right before you order. SignMaster gets the contract signed at the kitchen table, then the final measure and order confirmation signed before the factory starts cutting.
Updated November 5, 2026 · 3 min read
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What a window and door job asks you to get signed
- Sales contractNumber of openings, product line, installation method, trim and capping, disposal and the price. The window replacement contract is a start.
- Order confirmationEvery opening after the final measure: location, size, operation, grids, glass, color and hardware. The homeowner initials each line.
- Door handing and swingLeft- or right-hand, inswing or outswing, and which side the hinges show. Easy to get wrong, expensive to fix.
- Lead pamphlet acknowledgmentFor homes built before 1978, the owner's signed receipt of EPA's Renovate Right pamphlet before work starts.
- Change ordersRotted framing or sills found when the old unit comes out, priced and signed before you rebuild.
- Completion and warrantyThe final walk-through, any service items, and the warranty terms the homeowner keeps.
Lead-safe paperwork for older homes
Window replacement in a home built before 1978 generally falls under EPA's Renovation, Repair and Painting Rule. EPA's minor repair and maintenance exception doesn't cover window replacement, however small the job. No more than 60 days before work begins, you must give the owner the Renovate Right pamphlet and get their written acknowledgment, or a certificate of mailing at least 7 days before. Keep those records for 3 years after the job.
Add the acknowledgment to the contract's envelope so it's signed at the same sitting, and attach the pamphlet as its own document. The sealed PDF and its certificate record when the owner signed. The firm and renovator certification, the work practices and the cleaning verification are still yours to handle.
From the kitchen table to the factory
- 1
Sign the sale
Fill the contract template, send it and choose Sign in person. A spouse who's at work signs the same envelope from a link. If you sell in the home, include the cancellation notice your lawyer approves; see the three-day right to cancel.
- 2
Measure for real
Your installer does the verification measure. Upload the measure sheet from your ordering software, or scan the handwritten one with the iPhone and iPad app.
- 3
Confirm the order
Send the order confirmation with an initials field on every opening and a checkbox confirming that custom units can't be returned. Only order once it comes back signed.
- 4
Install and close out
On install day, sign any change order on site and the completion form at the walk-through. Everyone gets the sealed PDF by email.
Show the grids
Customers sign grid patterns they've never seen drawn. Put a simple picture of each grid option in the order confirmation, next to the dropdown where they choose it.
Pricing for window and door companies
Sales reps, measure techs and the office each send their own documents, so most window companies use Crew: $49 a month for 5 people, plus $8 a month per extra person. A larger team takes Company, $99 a month for 15 people. Both put your logo on emails and signing pages. New workspaces get 14 days of Crew free. Compare plans.
What SignMaster doesn't do
- It doesn't configure windows or price product lines.
- It doesn't handle financing applications or take deposits.
- It doesn't make you RRP-compliant. It records the signed acknowledgment.
- It sends signing links by email, not text.
Questions? Answers.
Does window replacement fall under the RRP minor repair exception?
No. EPA's definition of minor repair and maintenance excludes window replacement, so window jobs in pre-1978 homes follow the full rule, including the pamphlet and its acknowledgment.
How do I lock in order details before ordering custom windows?
Send an order confirmation with every opening's size and options and an initials field on each line. Order only after the homeowner has signed it.
Can a couple sign the contract at different times?
Yes. One signs in person on your device and the other from a link, in the same envelope. Both get the sealed PDF once the last signature is in.
Can I attach the lead pamphlet to the envelope?
Yes. Add the PDF as its own document next to the contract and the acknowledgment. Check with your lawyer that this is how you want to deliver it.
Sources
- EPA: Lead Renovation, Repair and Painting Program · epa.gov
- 40 CFR § 745.84: Information distribution requirements (pre-renovation education) · law.cornell.edu
- 40 CFR § 745.86: Recordkeeping and reporting requirements · law.cornell.edu
- 40 CFR § 745.83: Definitions (pamphlet, minor repair and maintenance) · law.cornell.edu