Hinge Your Project’s Success on the Right Planning This Fall

Configure once. Carry accuracy all the way through quotes, submittals, and orders.

When schedules compress in the fall, even small missteps can jam a door hardware project. Lead times tighten, site conditions change, and holiday calendars squeeze install windows. The surest way to keep every opening swinging smoothly is to make configuration the single source of truth—so specs, pricing, submittals, and orders all stay in lockstep. That’s exactly where Comsense shines.

“If your configuration is right, everything downstream is easier – pricing, submittals, ordering, and changes.”

Why CPQ is the real hinge point for openings

Door, frame, and hardware jobs live and die in the details: handing, fire ratings, preps, headings, alternates, substitutions, and last-minute value-engineering. A CPQ-first approach turns that complexity into a structured, repeatable workflow:

• Guide configuration at the opening level (door, frame, hardware set).
• Apply rules and validations to prevent mismatches before they happen.
• Auto-generate pricing and documents directly from the configuration.
• Carry changes forward without re-keying or spreadsheet gymnastics.

In short: configure once; let the system do the carrying.

Start smart at takeoff: configure the opening, not a spreadsheet

Kick off fall projects by capturing the truth of each opening—right where your team works.

• Work by opening or in bulk. Build typicals for repeated conditions, then apply across floors and phases.
• Lock in attributes that matter. Handing, fire/smoke ratings, frame material, wall condition, glazing, finish, and ADA requirements—captured and validated up front.
• Default hardware preps. Apply consistent preps across similar openings to eliminate drift and rework.
• Headings that scale. Generate headings from the attributes you care about (e.g., hardware set + door type + frame type) so schedules stay organized as the project evolves.

Pro tip: Treat takeoff as a living configuration, not a one-time task. Version history and change notes make fall adjustments fast and auditable.

Keep pricing and specs synchronized—protect margins while you move fast

Fall is when manufacturers push updates and substitutions creep in. CPQ keeps you accurate without slowing you down.

• Price and product data tied to configuration. Quotes pull the correct parts and list prices from current catalogs—no reconciling disconnected sheets.
• Intelligent substitutions. Swap families or series across many openings in minutes while preserving preps, finishes, and ratings.
• Alternates and VE without chaos. Model alternates side-by-side and see price deltas before you commit, so you protect margin and meet spec intent.
• Change control, not copy-paste. One change—like a closer series or lever design—updates everywhere it appears, with an audit trail.

Submittals that build themselves from your configuration

Submittals are notorious fall bottlenecks. They don’t have to be.

• Templates standardize the package. Cover pages, headers/footers, report order, and disclaimers—set once for the season.
• Auto-generated schedules and cuts. Hardware schedules, complete opening detail, and product data sheets roll directly from the configured scope.
• Consistent formatting across the team. Your brand shows up cleanly, every time, without last-minute formatting heroics.

Result: submittals go out faster, with fewer revisions—freeing your team to focus on approvals, not assembly.

From configured quote to confident order

Once your quote is accepted, the same configuration should drive the order—no retyping.

• Clean bills of material. Roll from openings to vendor-specific BOMs that reflect real-world ordering conventions.
• Phase and release control. Order by area, phase, or priority to match site readiness and fall install windows.
• Handoff clarity. What you promised is what you order—reducing errors, back-and-forth with vendors, and costly site delays.

Reduce rework and risk—before the weather turns

A CPQ-led workflow removes friction where it matters most:

• Validation at the point of configuration prevents incompatible selections.
• Audit trails capture who changed what and when.
• Opening-level QA reports catch quantity and attribute drift before submittal or order.
• Field-friendly documentation (hardware schedules, elevations, and checklists) keeps installers aligned with what was actually sold.

Pull-quote: “Plan with configuration, not with corrections.”

The Fall CPQ Playbook (run this now)

1. Standardize defaults. Review and document default hardware preps and heading rules for your top door families.
2. Template your submittals. Lock the fall package (cover sheet, schedule, product data order) so it’s one click from your configuration.
3. Practice a bulk change. Time how long it takes to swap a closer or lever series across dozens of openings—share the win with your team.
4. Spot-check pricing. Validate a configured opening against current price data; confirm margins on your top three project scenarios.
5. Plan phased ordering. Identify areas that can release early and align purchasing with realistic lead times and site readiness.
6. Close the loop with finance. Tie configured scope to job costing and billings so month-end reflects what actually changed on the project.

What this unlocks for Q4

• Speed without sacrificing accuracy (configure once, reuse everywhere).
• Consistency in documents and orders (submittals and POs built from the same truth).
• Margin control under price and spec pressure (live updates and controlled alternates).
• Confidence for your PMs, installers, and customers (fewer surprises at the door).

And yes – it just makes Com-sense.

Ready to see it in action?

Hinge your success on the right partner this fall.
Book a CPQ-focused walkthrough and watch a complex opening go from configured → priced → submitted → ordered – with zero retyping and full traceability.

Schedule a 30-minute demo today!