Measurements
Precise width, height, tolerances, and mount type for each window; include measurement point and any obstruction notes to prevent ordering errors.
A complete, standardized form reduces measurement errors, aligns expectations between designer and installer, and creates a single reference for costs, schedules, and warranty terms. It also documents client approvals needed for procurement and installation.
The Interior Design Window Treatments form is used by design professionals, clients, and installation contractors to record technical details and sign approvals.
Each party keeps a copy for procurement, installation verification, and future warranty or maintenance reference.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; KBA if identity verification required |
| Field types | Text, numeric, dropdown, conditional checkboxes |
| Templates | Save reusable templates per product line |
| Notifications | Auto-notify designer, client, and installer on completion |
Use platforms with audit trails, basic authentication, and export to PDF/A to preserve signed records; confirm any required industry compliance features before live use.
Precise width, height, tolerances, and mount type for each window; include measurement point and any obstruction notes to prevent ordering errors.
Fabric name, SKU, weight, lining options, light control rating, and manufacturer tolerances to ensure ordered items match design intent.
Specify rods, brackets, motorization options, finishes, and weight limits so installers order compatible hardware and mounting systems.
List itemized costs, allowances for custom work, and terms for overage billing to make approval and invoicing clear.
Document vendor fabrication and shipping lead times, staged deliveries, and installation windows to align project scheduling.
Signature block for client sign-off, plus warranty coverage, return policies, and corrective action procedures for defects.
Place orders before vendor cutoff; typically 2–8 weeks lead time.
Vendor-dependent: commonly 3–8 weeks for custom items.
Schedule installer after delivery; allow buffer for punch list.
Client sign-off to confirm acceptance and trigger final payment.
Begins on installation completion or client acceptance date.
A design firm standardized its window treatment spec to reduce questions on orders.
A property management company moved approvals online to eliminate in-person signoffs.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |