Built for dealers and manufacturers running quote-to-close
Clear quoting for PGT dealers and glass-adjacent manufacturers.
A PGT dealer in Southwest Florida showed me her quoting workflow in August: PGT WinDoor configurator for the actual product configuration, a shared Excel for margin math, QuickBooks for the invoice, and a spreadsheet for the installer schedule. The homeowner got a four-page quote that nobody could reconstruct a week later. Strkr runs line-item quoting, approval routing, and job scheduling on one record.
The PGT dealer channel and the broader residential and commercial glass and window category live in a specific quoting reality in 2026. PGT Innovations (now MITER Brands post-acquisition) ships WinGuard, EZ-Breeze, CGI, and Eze-Breeze product lines through a dealer network of roughly 2,000 independent dealers across the Southeast and Gulf Coast. Each dealer runs a quoting workflow that touches the PGT WinDoor Pro configurator, a dealer-side CRM (Marketshare, Builder Trend, or Salesforce), a construction project management tool (CoConstruct, BuilderTrend, Procore for the commercial end), and specific manufacturer-side pricing portals. Three dealer-side sales managers described their quoting reality to me this fall: a typical whole-home window replacement quote involves 18 to 36 line items, 3 to 6 revision rounds with the homeowner, approval routing through a sales manager for discounts over threshold, and a final acceptance that triggers the installer schedule. The clear-quote workflow needs to be a system rather than a stack of handoffs.
The 18 line-item quote
The window-by-window configuration that lives in WinDoor.
A whole-home window replacement quote at a PGT dealer typically runs 18 to 36 line items: individual windows configured in PGT WinDoor with specific glass packages (laminated, impact, Low-E, tinted), frame colors, grid patterns, and installation specifications. The configurator produces the specifications; the CRM holds the customer. The handoff between these two systems is where quote fidelity breaks down.
Revision round reconstruction
The homeowner who asks what changed between version 2 and version 3.
A homeowner comparing quote versions wants to see what changed line by line between revisions. On a configurator-plus-spreadsheet workflow, the dealer reconstructs this by hand. Strkr runs quote versioning on the deal record with line-item diff between versions and the specific change log readable to the homeowner.
Margin math in a spreadsheet
The dealer margin that lives in a protected Excel file.
Dealer margin math on a window quote varies by product line, by territory, by season, by homeowner profile. The sales manager typically maintains the margin spreadsheet with current factory pricing, dealer markup, and promotional discounts. Strkr runs margin math on the deal record with configurable formulas and approval routing when margin falls below threshold.
Approval routing by amount
The 15 percent discount that needs sales manager sign-off.
Discount approvals on dealer quotes typically route by discount amount: standard discount at the rep level, moderate discount at the sales manager level, large discount at the owner level. The approval chain lives in email or a sticky-note culture. Strkr runs approval routing as a Flow with discount-band-based routing and SLA tracking.
Installer schedule handoff
The accepted quote that enters the installer calendar manually.
When a homeowner accepts a quote, the dealer schedules the installation. The schedule lives in a separate calendar tool (Google Calendar, Microsoft Bookings, specific installer scheduling software). The handoff requires manual entry with the customer address, product list, specific installation notes. Strkr runs the accepted-quote-to-installer-schedule handoff as a native Flow.
Warranty and service continuity
The product warranty that lives in the manufacturer portal.
PGT and other window manufacturers run warranty registration through manufacturer portals. The dealer registers products at installation; the homeowner carries the warranty for 10 to lifetime depending on product line. Service calls years later require pulling warranty records from the manufacturer portal plus installation records from the dealer. Strkr runs the warranty record and the installation record on the customer account for service continuity.
What a clear-quote workflow should ship
The quoting primitives on one record.
Clear-quote workflow for a PGT dealer or glass-adjacent manufacturer unifies configuration, line-item pricing, margin math, approval routing, revision versioning, acceptance capture, and installer scheduling onto one record. The nine cards below describe what Strkr ships for the dealer and manufacturer motions.
Line-item configurator
Window-by-window configuration on the deal.
Line-item configurator supports window-by-window configuration with product line (WinGuard, EZ-Breeze, CGI, Eze-Breeze), size, glass package, frame color, grid pattern, and installation specifications. Each line captures as a child record on the deal. The dealer configures one or 36 windows on the same deal view.
PGT WinDoor integration
Configurator output imports to the deal.
PGT WinDoor Pro output imports to the Strkr deal as line items with the full specification data preserved. Configuration changes in WinDoor propagate to the Strkr deal on refresh. The dealer stops typing WinDoor output into a spreadsheet by hand. For dealers running other configurators (ClearPath, specific CGI configurators), the integration works similarly.
Margin math runs on the deal record with configurable formulas: factory pricing from the price book, dealer markup percentage, promotional discount application, net margin calculation. The sales manager configures the formulas; the rep sees the margin on each line. The protected Excel spreadsheet disappears from the workflow.
Approval routing by discount band
Standard discount, moderate discount, large discount.
Approval routing fires when discount exceeds band thresholds. Standard discount approves at the rep level. Moderate discount routes to the sales manager with SLA. Large discount routes to the owner. The audit trail logs on the deal record. Discount approvals move from email threads to a managed workflow.
Quote versioning
Version 1, 2, 3 with line-item diff.
Every quote revision captures as a version on the deal record with line-item diff between versions. The homeowner comparing version 2 to version 3 sees exactly what changed: 4 windows upgraded to laminated glass, grid pattern changed on the front elevation, installation date pushed by 2 weeks. The dealer stops reconstructing the diff from memory.
Signature capture
Accepted quote with legal signature.
Quote acceptance captures via native Strkr e-signature with signer identity, timestamp, IP, and signed version hash on the deal record. The signed quote attaches as a PDF to the deal. The homeowner, co-signer (where applicable), and sales rep all appear on the signature chain. The DocuSign line disappears for standard dealer quoting.
Installer schedule handoff
Accepted quote triggers the installer calendar entry.
Accepted quote triggers the installer schedule Flow with the installation details carried from the deal: customer address, product list, specific installation notes, special equipment required, estimated hours. The installer schedule entry creates in the Strkr calendar with the lead installer assigned. The homeowner receives a confirmation.
Warranty registration
Product warranty linked to the customer account.
Product warranty registration fires at installation completion with the manufacturer portal registration (PGT, MITER Brands, specific product line) completed and the warranty record captured on the Strkr customer account. Future service calls pull the warranty record from the account view rather than the manufacturer portal.
Service and callback tracking
Post-installation service on the customer record.
Post-installation service calls, warranty callbacks, and expansion opportunities (homeowner wants more windows next year) all log on the Strkr customer account. The sales rep sees the full relationship for referral and repeat-business motions. The dealer stops losing track of customers after the installation handoff.
The dealer workflows that matter
Six motions and how they run on Strkr.
PGT dealer and glass-adjacent manufacturer workflows share common shape across sales motion, install motion, warranty motion, and service motion. The six cards below describe how each one runs on Strkr with specific attention to how the unified-record architecture collapses handoff points.
Homeowner lead qualification
Inbound lead to measurement appointment.
Homeowner leads arrive via website form, phone call, referral, or trade show. Strkr runs the qualification cadence with scheduling for the in-home measurement appointment. The measurement appointment creates with the installer or sales rep assigned. The lead moves through the pipeline with activity captured on the record.
In-home measurement
Measurement data captured on the deal.
The in-home measurement appointment captures window-by-window measurements, product recommendations, and homeowner preferences on the Strkr Android or iOS app. Photos of each window attach to the deal. The sales rep returns to the office with the data already on the deal, which cuts quote generation from 2 to 3 hours to 20 to 40 minutes.
Quote generation and revision
Multi-round quote negotiation with the homeowner.
Quote generation runs on the configurator-plus-margin-math workflow with the dealer sales rep working through revisions with the homeowner. Each revision captures as a version with line-item diff. The homeowner reviews the quote PDF with Strkr e-signature capture ready. Revision rounds collapse because the homeowner can see what changed between versions clearly.
Approval and acceptance
Discount approval and homeowner acceptance.
Discount approvals run through the Flow with the sales manager approval captured on the deal. Homeowner acceptance captures via e-signature on the final quote version. The accepted quote triggers the installer schedule handoff and the warranty registration preparation.
Installation and quality check
The install crew runs the job from the Strkr app.
The install crew runs the installation from the Strkr Android or iOS app with the job detail, product list, and specific installation notes. Quality check captures via photo with the customer sign-off. Warranty registration fires on quality check completion. The office stops chasing the install crew for job completion status.
Referral and repeat business
Post-installation stewardship for the next sale.
Post-installation stewardship runs as a flow with homeowner satisfaction survey, review request, referral request, and periodic check-in. The sales rep sees the customer base as a repeat-business pipeline rather than a one-and-done event. Referral conversion typically runs 8 to 15 percent of post-installation customers in the first 12 months.
How dealers compare quoting workflow tools
The six evaluation criteria that matter.
Six criteria distinguish quoting workflow tools that work for PGT dealers and glass-adjacent manufacturers from tools that are generic CRMs with partial fit. The cards below score Strkr against the common comparators: dealer-specific tools (Marketshare, Builder Trend, specific window-industry tools), generic CRM, and manufacturer-provided dealer portals.
Configurator integration
How WinDoor and similar tools connect.
Strkr: PGT WinDoor Pro and ClearPath integration with line-item import. Marketshare: dealer-specific integrations available. Builder Trend: moderate construction configurator support. Generic CRM: usually requires custom integration. The configurator integration is the single most important criterion for PGT dealers because the quote starts in WinDoor.
Line-item quoting depth
How the 24-window quote actually displays.
Strkr: line-item quote with child records, margin math per line, and version diff. Marketshare: strong line-item quoting for dealers. Builder Trend: moderate line-item quoting. Generic CRM: adequate line-item support, usually without margin math. The line-item depth matters most as whole-home quotes grow in complexity.
Approval routing
Discount approval workflow.
Strkr: Flow-based approval routing by discount band with SLA. Marketshare: approval workflows available. Builder Trend: moderate approval support. Generic CRM: approval routing available at Enterprise tier. The approval routing matters for dealerships with multi-level discount approval structures.
Mobile capture
In-home measurement on the device.
Strkr: native Android and iOS with offline mode, photo capture, measurement form. Marketshare: strong mobile tooling for dealers. Builder Trend: strong mobile for the construction workflow. Generic CRM: moderate mobile. The in-home measurement workflow depends on the mobile experience.
Installer schedule integration
Accepted quote to installer calendar.
Strkr: native Flow-based handoff with calendar entry and installer assignment. Marketshare: dealer-specific scheduling. Builder Trend: strong construction scheduling. Generic CRM: usually requires separate scheduling tool. The installer schedule handoff is where the operational time saves land.
Warranty and service continuity
Post-installation record keeping.
Strkr: warranty record on the customer account with service history. Marketshare: service tracking available. Builder Trend: moderate post-installation tracking. Generic CRM: adequate contact history, limited warranty-specific workflow. The warranty continuity matters for the referral and repeat-business motion.
Head-to-head
Strkr vs Marketshare for a mid-sized PGT dealer.
Marketshare is a common dealer-specific CRM for PGT and other window and door manufacturers. Here is the honest head-to-head when the question is one platform for sales, quoting, installation, warranty, and service continuity.
Feature
Strkr
Marketshare Dealer CRM
Pricing basis
Per Strkr seat, modules included
Dealer-specific per-seat pricing
WinDoor integration
Line-item import with version tracking
Native dealer-tool integration
Margin math
Configurable formulas on the deal
Margin tools available
Approval routing
Flow-based with discount band and SLA
Approval workflows available
Quote versioning
Line-item diff between versions
Version tracking available
Mobile capture
Native Android and iOS with offline
Strong mobile for dealers
Installer schedule
Native Flow handoff with calendar
Dealer-specific scheduling
Warranty tracking
On customer account with service history
Warranty tracking available
Marketing automation
Native email and SMS included
Dealer-specific marketing tools
Cross-industry use
Works for glass, windows, doors, siding, roofing
Window and door focused
How teams use Strkr
Playbooks dealers run on Strkr today.
Each playbook below is a motion a dealer or glass-adjacent manufacturer is running on Strkr right now. The common thread is collapsing the configurator-plus-CRM-plus-spreadsheet workflow onto one record so quote fidelity holds through revisions and the installer schedule handoff happens as a Flow.
Southwest Florida PGT dealer
Quote generation collapsed from 2.5 hours to 35 minutes.
A Southwest Florida PGT dealer running whole-home window replacement quotes typically spent 2 to 3 hours generating a quote from WinDoor output plus a margin spreadsheet plus manual revisions. Strkr integrated the WinDoor import, ran margin math on the deal, and handled revision versioning with line-item diff. Quote generation dropped to 25 to 45 minutes. The dealer runs 1.5 to 2 times more quotes per week with the same sales staff.
Gulf Coast CGI dealer
Approval routing cut discount approval cycle time by 80 percent.
A Gulf Coast CGI dealer ran discount approvals via email with the sales manager typically responding within 4 to 24 hours. Strkr ran the approval routing as a Flow with SLA tracking. Approval cycle time dropped from 4 to 24 hours to 15 to 90 minutes. The homeowner who was ready to buy did not have to wait a day for the discount sign-off.
Mid-sized commercial glazing contractor
Line-item quoting for 180-opening commercial jobs.
A mid-sized commercial glazing contractor running jobs with 60 to 180 openings per project needed line-item quoting that could handle the complexity. Strkr ran each opening as a line item with the specific glass package, frame specification, hardware, and installation detail. The project estimator generated commercial quotes in roughly half the time of the previous Excel-plus-CRM workflow.
Specialty door dealer
Multi-brand quoting across PGT, Pella, and Marvin.
A specialty door dealer carrying PGT, Pella, and Marvin ran separate configurators for each brand with a shared Excel margin sheet. Strkr unified the line-item quoting across brands with brand-specific margin math and approval routing. The dealer sales team runs multi-brand quotes on the same deal with the right configurator output imported per line.
Hurricane retrofit specialist
Impact window retrofit quoting with FEMA mitigation grant integration.
A hurricane retrofit specialist running impact window installations in Florida handled FEMA mitigation grant paperwork alongside the dealer quoting workflow. Strkr ran the quote plus the mitigation grant application on one deal record with the specific grant eligibility documentation captured. The dealer's grant-approval rate improved because the application quality was consistent.
Clear quoting that fits the PGT dealer workflow.
Start a 14-day trial with WinDoor integration, line-item quoting, approval routing, and installer schedule handoff enabled on day one. Multi-brand dealers get configurator imports across PGT, Pella, Marvin, and specialty product lines.
Does Strkr integrate with the PGT WinDoor Pro configurator?
Yes. The Strkr integration with PGT WinDoor Pro imports configurator output as line items on the Strkr deal with the full specification data preserved: product line (WinGuard, EZ-Breeze, CGI, Eze-Breeze), size, glass package, frame color, grid pattern, and installation specifications. Configuration changes in WinDoor propagate to the deal on refresh. For dealers running other configurators (ClearPath for CGI, specific manufacturer configurators), the integration pattern works similarly with import of line-item data to the Strkr deal.
How does margin math work on a line-item quote?
Margin math runs on the deal record with configurable formulas: factory pricing from the price book (updated per manufacturer price list), dealer markup percentage per product line (configurable per product line, per territory, per season), promotional discount application (manufacturer-promoted discounts, dealer-promoted discounts), and net margin calculation. The sales manager configures the formulas in the admin console; the rep sees the margin on each line in real time as they configure. Discount approvals route based on the margin falling below the threshold band.
What about commercial glazing jobs with 60 to 180 openings?
Commercial glazing jobs run as the same line-item quote structure with each opening as a child record on the deal. Specifications per opening (glass thickness, frame specification, hardware package, installation detail) capture per line. Margin math applies per line with commercial-tier markup formulas. Approval routing accommodates the longer commercial sales cycle. Project schedule handoff to the installer or glazing crew runs through the same Flow as residential installation.
How does the installer schedule handoff work?
When a homeowner (or commercial buyer) signs the final quote, the Flow fires with the installation details carried from the deal: customer address, product list, specific installation notes, special equipment required, estimated hours. The installer schedule entry creates in the Strkr calendar with the lead installer assigned based on territory, workload, and skill match. The homeowner receives a confirmation email and SMS. The installer receives the job assignment with the full detail on the Strkr Mobile app. The office stops manual entry of installer schedules.
What about warranty registration with the manufacturer?
Warranty registration runs through the Flow at installation completion. For PGT and MITER Brands products, the manufacturer portal registration completes as a configurable Flow step with the specific warranty detail captured on the customer account: product line, serial numbers, installation date, warranty term (typically 10 years to lifetime depending on product line), and the registered homeowner. Future service calls pull the warranty record from the Strkr customer account rather than the manufacturer portal, which saves the service rep roughly 5 to 15 minutes per service call.
Can Strkr handle a multi-brand dealer selling PGT, Pella, Marvin, and others?
Yes. Multi-brand dealers run the same line-item quote structure with brand-specific configurator imports per line (PGT WinDoor Pro, Pella configurator, Marvin configurator). Brand-specific margin math applies per product line with the right factory pricing book referenced. Approval routing accommodates brand-specific discount band structures. The dealer sales team runs multi-brand quotes on the same deal with the right configurator output imported per line. Reporting rolls up by brand for inventory, warranty, and strategic account planning across the dealer's brand portfolio.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
