Compare the whole package.
Use the same plan and specification revision for every proposal. Review the material, installed scope and service responsibilities before comparing totals.
Plan / specification revision: _______________ Buying date: _______________
01 / Products & quantities
Match door sizes, core, jambs, handing and preparation; trim dimensions and material; window operation and performance; hardware function and finish. Reconcile quantities and units.
Confirmed / open item: __________________________________________________________
02 / Base package & upgrades
Identify what is included in the standard. List each alternate, affected room or opening, added scope and customer price. Confirm the approval path.
Confirmed / open item: __________________________________________________________
03 / Installation & field responsibility
Identify included labor, measurements, opening preparation, finishing, trade handoffs and site-readiness requirements. Resolve exclusions before award.
Confirmed / open item: __________________________________________________________
04 / Delivery & schedule
Confirm lead times, release stages, receiving contact, access, delivery charges and what happens when the schedule or scope changes.
Confirmed / open item: __________________________________________________________
05 / Order & billing records
Ask for categorized order and invoice examples. Confirm revision references, tax, freight, credits, returns and statement visibility for the account.
Confirmed / open item: __________________________________________________________
06 / Accountability & first-house review
Name the account lead and field contact. Agree how questions, discrepancies and punch items are handled, then evaluate the first completed scope before expanding.
Confirmed / open item: __________________________________________________________