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[Video] How to Create a Proposal for Home or Commercial Window Tinting

How to Create a Proposal for Home or Commercial Window Tinting

Written by Erik Devash

This guide shows you how to:

  • Create a residential or commercial window film quote

  • Add rooms and measurements

  • Offer multiple film options

  • Send and get proposals approved instantly

Why This Method Works

Using Tint Wiz to create quotes:

  • Faster than paper or spreadsheets

  • Higher approval rates with clear, professional proposals

  • Instant delivery via text and email

  • Positions your business as organized and professional

Step 1: Add the Customer and Create a Project

  1. Click Schedule or create a new project

  2. Add a new contact:

    • Name

    • Phone number

    • Email

    • Address (auto-suggested as you type)

  3. Select Project Type → Residential or Commercial

  4. Confirm or enter the project address

  5. Schedule the consultation (optional)

Step 2: Add Rooms and Measurements

  1. Go to Measurements

  2. Click Add Rooms

For each room:

  • Add windows, doors, skylights, etc.

  • Enter dimensions (width × height)

  • Square footage is calculated automatically

You can also:

  • Add notes (example: window direction like west-facing)

  • Keep everything organized by room

Step 3: Review Total Scope

Once all rooms are added:

  • You’ll see total square footage

  • You can view all rooms and measurements from the project overview

This becomes the foundation for your quote.

Step 4: Create the Proposal

  1. Click Create Proposal

  2. Add optional notes

  3. Create multiple solutions (options) for the customer

Step 5: Offer Multiple Film Options

For each solution:

  1. Select a film type

  2. Set pricing:

    • Flat price

    • Or show before/after pricing with discount

Tint Wiz will automatically include:

  • Film specs

  • Performance details

  • Warranty info

This helps customers understand and compare options.

Example Options

  • Option 1: Entry-level film

  • Option 2: Mid-tier ceramic film

  • Option 3: Premium film

Each option includes clear descriptions and pricing.

Step 6: Send the Proposal

  1. Click Send Proposal

  2. The customer receives it via:

    • Text message

    • Email

They can:

  • View it instantly

  • Select an option

  • Approve it digitally

Step 7: What Happens When It’s Approved

When the customer approves:

  • You’re notified instantly (app + email)

  • The selected option is saved to the project

  • Pricing auto-populates for invoicing

No need to re-enter anything.

Step 8: Schedule Installation

After approval:

  1. Click Schedule

  2. Set:

    • Installation date

    • Time

    • Assigned team member

Customers are automatically notified.

Step 9: Use Attachments (Best Practice)

Inside the project:

  • Upload before photos during consultation

  • Upload after photos after installation

This helps with:

  • Accuracy

  • Future reference

  • Customer confidence

Key Takeaway

The full workflow:

  1. Add contact

  2. Add rooms + measurements

  3. Create proposal with options

  4. Send instantly

  5. Customer approves

  6. Schedule + invoice

Why This Gives You an Edge

  • Faster quotes on-site

  • Clear, professional presentation

  • Easy customer decision-making

  • Instant approvals

This is what separates you from handwritten quotes or generic tools.

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