Saunders Wood Works — Client Intake Form

Client Intake Form Deliverable · V1

This is Version 1 of a client onboarding tool built as part of the Monday Automation Strategy. Door styles, finishes, and hardware mirror Saunders' primary supplier, Decore-ative Specialties (decore.com) — including model codes, Sherwin-Williams paint palette, and Salice hardware. Future versions will submit into Monday.com and auto-generate Decore orders.

Tell us about your project

Project Basics

Customer name Email Phone Project address What are you building? Target completion

Tell us about your vision

Site readiness / access notes

Dimensions

Each row is a discrete piece or cabinet run — e.g. Island, Upper Cabinets (East Wall), Vanity, etc. Add as many as the job has. Dimensions feed into the materials estimator below.

Break the project into components — island, perimeter run, pantry, deck section, etc.

Units

Inches Feet

Component label	Length	Width	Height	Depth	Notes

Doors & Drawer Fronts

Decore-ative Specialties · Wood · Miter · Veneer · Deco-Form®

Component	Style (model)	Type	Qty	Width	Height	Finish	Sheen	Quoted $	Line Total

Panel detail Inside edge detail Outside face edge Outside back edge Bore pattern Bore position Drawer front grain Ship method Requested ship date

Special instructions (glass type, French-lite count, custom SW color, etc.)

Lead time: 6 working days unfinished · 15 working days finished. 5-year warranty on Deco-Form, 1-year on wood.

Materials

Hardwood lumber · Sheet goods · Deck & outdoor · Shop finishes — Saunders-sourced, pricing tracked against market

Component	Material	Qty	L	W	H / Thk	Unit	Quoted $	Market $	Δ %	Line Total	Status

Hardware

Salice glides & hinges · Decore knobs & pulls · Fasteners · Specialty

Category	Item	Size / Finish	Qty	Unit $	Line Total

Drawer Boxes

Decore-ative Specialties · Dovetail Plywood (659) · Doweled Plywood (649) · Dovetail Solid (613)

Component	Box model	Width	Depth	Height	Qty	Unit $	Line Total

Budget Controls

Set your target and how much price movement you'll tolerate before we flag it

Target budget ($) Labor ($) Contingency (%)

Wiggle room — per-material flag threshold

A material's market price must move by more than this to flag red or blue.

Overall project tolerance

Surface price drops (flag savings, not just overages)

Appliance Packets

Upload manufacturer PDF spec sheets — model numbers and cut-out dimensions saved to the project record

Drop the PDF that ships with each appliance. Future automation will extract model numbers, cut-out W × H × D, and push specs into Monday.com before design starts.

Drop appliance PDFs here or click to browse

PDF only · Multiple files accepted · Uploaded to Saunders project record

Save & Share

Save this intake to the Saunders database, export a copy, or print to PDF