Planning notes for better window treatment execution.
Quote preparation checklist.
These details help us respond faster and reduce uncertainty before a project enters production.
Motorization and prewire coordination
Before walls and ceilings close, confirm shade locations, pocket conditions, the power approach, control intent, and who is responsible for wiring or smart-home integration. Review our Lutron shading systems planning guidance.
Installation readiness and site conditions
Share mounting surfaces, trim conditions, access limits, final dimensions, construction stage, and known installation constraints before fabrication is released. Early site clarity protects fit, scheduling, and the finished presentation.
Location
Scope
Design details
Motorization
Prepare a clear project handoff.
You do not need every detail finalized before contacting For Designers Only. Send what is available, identify open decisions, and note where you would like workroom input. Our project team responds within two business days.
A useful first submission
Send the plans or opening schedule available, current site photographs, treatment intent, known fabric or motorization information, the project city and stage, and the decisions that need workroom input.
Project basics
- Firm or company name
- Primary contact and professional role
- Project name or internal reference
- Project city and property type
- Current project stage
- Target installation or completion window
Drawings and site information
- Plans, elevations, reflected ceiling plans, or window schedules
- Current field dimensions, if available
- Site photographs for relevant openings or rooms
- Mounting, pocket, blocking, power, and access conditions
- Known building, delivery, or working-hour restrictions
- Project-team contacts needed for coordination
Treatment direction
- Treatment type by room or opening
- Designer sketches, specifications, or approved references
- Heading, fullness, stack, return, and finished-length direction
- Shade, blind, shutter, cornice, or valance requirements
- Decorative or functional hardware preferences
- Privacy, light-control, blackout, or performance goals
Fabric and soft goods
- Fabric selection, supplier, pattern, color, and width
- Designer-supplied COM or FDO-sourced fabric
- Available yardage and reserve requirements
- Pattern repeat, direction, and placement priorities
- Lining, interlining, blackout, trim, or contrast details
- Coordinating pillows, bedding, lampshades, or other soft goods
Motorization and controls
- Shade or drapery-system type
- Preferred motorization platform, if selected
- Battery, low-voltage, or hardwired power direction
- Lutron Palladiom, Sivoia QS, Triathlon, or drapery requirements
- RadioRA 3, HomeWorks, or other integration needs
- Electrical, low-voltage, and control coordination contacts
Installation, logistics, and quoting
- Direct or coordinated measurement and installation scope
- Delivery destination and receiving contact
- Access, parking, elevator, loading, or security requirements
- Installation sequencing and specialty-access needs
- Preliminary opening count and items to quote
- Known exclusions, alternates, and pending decisions
For Designers Only works behind the designer and protects the designer-client relationship. Project information is reviewed for quoting, fabrication, coordination, and installation planning within the approved trade scope.