InstallQuote AI

Plantation Shutter Quote Form Template

A complete, copyable quote form template for Australian plantation shutter installers — covering window type, blade size, room count, material preferences and photos.

Plantation Shutter Quote Form — 13 fields

01

Your name

e.g. Emma Wilson

Why: Essential for personalised follow-up — plantation shutter sales often involve longer consideration periods.

02

Phone number

e.g. 0498 765 432

Why: Allows direct follow-up for customers who prefer to discuss options before committing to a measure.

03

Email address

e.g. emma@email.com

Why: For sending samples, product information and the formal quote.

04

Suburb and postcode

e.g. Camberwell VIC 3124

Why: Confirms serviceability and helps schedule the site measure efficiently.

05

Window type

e.g. Standard double-hung, casement, sliding, bay window, arched, louvre

Why: Window type determines whether shutters are face mount or recess mount, and whether custom shaping is required (e.g. arched tops).

06

Number of windows and rooms

e.g. 3 rooms — living room (2 windows), master bedroom (1 window), study (1 window)

Why: Plantation shutters are priced per panel or per window. A room-by-room breakdown is the fastest way to scope the job.

07

Approximate window dimensions (W × H)

e.g. Approx 1200 × 1500mm each — happy to be corrected at measure

Why: A rough size is enough for a ballpark price range. Exact sizes are confirmed at the measure stage.

08

Preferred blade (louvre) size

e.g. Not sure — happy to be guided, or 89mm blade preferred for privacy

Why: 63mm, 89mm and 114mm blades all have different price points and look significantly different in situ.

09

Divider rail preference

e.g. Yes for bedrooms (top/bottom control), no for living area

Why: A divider rail allows the top and bottom panels to operate independently — preferred in bedrooms for privacy. It adds cost.

10

Material preference

e.g. White PVC (budget-friendly), Basswood timber, or unsure — please advise

Why: Material is the biggest pricing variable. PVC vs timber vs composite can vary by 40–80% for the same window.

11

Photo — interior of each window (straight-on view)

Upload from phone — one photo per window style

Why: Shows frame type, reveal depth, sill, architrave profile and any obstructions. The single most useful photo for plantation shutter quotes.

12

Budget range

e.g. $3,500–$6,500 total, or per-window budget of around $300–$500

Why: Helps match material specification (PVC vs timber) and panel count to what the customer can realistically spend.

13

Interior style and colour preferences

e.g. White trim throughout, or Natural timber tones, or Neutral — please match the existing architraves

Why: Plantation shutters are a long-term fixture. Colour and material matching to the existing interior significantly affects customer satisfaction.

Notes for plantation shutter installers

Plantation shutter sales typically involve a longer consideration period than other installation products. Customers often request multiple quotes, visit showrooms, or wait for a renovation to near completion. A form that collects the right information upfront lets you give a useful price range at the first contact — which sets you apart from competitors who say “we'll need to come and measure first.”

The interior window photo is the single most valuable piece of information for plantation shutter quotes. It shows the frame type, reveal depth, existing furnishings and any unusual features — all in one image.

See also: lead intake for plantation shutter installers →

FAQ

What window types require custom plantation shutter shapes?

Arched, circular, triangular and angled windows require custom-shaped shutters — these take longer to manufacture and cost more. Ask customers to note any unusual window shapes in your form, and include a photo requirement to avoid surprises at the measure stage.

Should I ask about blade size in a plantation shutter quote form?

Yes — but frame it as a guided question. Many customers don't know the terminology. Offering '63mm (narrower, more traditional), 89mm (most popular), 114mm (wider, more modern)' gives them context to express a preference without needing to know the jargon.

How many photos do I need from a plantation shutter customer?

Ideally one interior photo per window type. If all windows are the same style, one photo is enough. Bay windows, arched windows and unusual reveals each need their own photo.