WinFactor Documentation

WinFactor helps window and door companies turn vague quote requests into structured submissions, visual configurations, and trackable quotes.

This docs site is split by the people who actually use the product:

• Customers and visitors who measure openings, configure products, and review quotes
• Organization users who onboard their company, create templates, manage submissions, send quotes, and maintain their public page

Choose Your Path

For customers and visitors

• Measure an opening and enter dimensions
• Use the configurator step by step
• Review a quote online
• Accept or reject a quote

For organization users

• Start with onboarding and first setup
• Create your first template
• Manage the dashboard and sharing tools
• Set up pricing rules
• Create, send, and track quotes

Start Here

• Getting Started for the shortest path from signup to first quote
• Core Concepts for the product language used across the app
• ActivePieces Integration if your team wants automations and notifications
• Glossary if the industry terminology is unfamiliar

What These Docs Cover

• current product behavior
• the workflows visible in the app today
• limitations that affect real users

What These Docs Do Not Cover

• internal engineering setup
• platform-admin operations
• hidden or planned UI that is not available yet