SolidWorks Expert / Team Needed

We are a U.S.-based manufacturer of custom architectural steel windows and doors. We already have working SolidWorks template systems for fixed windows, casements, and casement/fixed/casement combinations. These existing files will be provided as the standard for how future templates must be structured, organized, dimensioned, and delivered.

We are looking for an advanced SolidWorks professional or small team to help us extend this existing template system into additional product families, including swing doors, classic sliders, Defy sliders, and pivot doors.
This is not a one-off modeling project. The goal is to create reusable, parametric SolidWorks templates that our internal team can use repeatedly to generate accurate shop drawings, production drawings, and BOM/cut-list information for custom architectural steel window and door projects.

The selected freelancer/team must be able to study our existing completed templates and match the same logic, drawing style, file organization, and usability. 

Existing completed template examples

We already have working templates for:
Fixed windows
Casement windows
Casement/fixed/casement combinations
These will be used as the benchmark for the new work.

Product families to complete

The project includes template development for:
Swing doors
Classic sliders
Defy sliders
Pivot doors
We may phase the work by product family based on performance.

Phase 1: Existing template audit

Before beginning new template work, we want the selected freelancer/team to review our existing SolidWorks files and provide a short written audit confirming:
How the existing templates are structured
How configurations, equations, design tables, or parameters are being used
How drawings and sheet formats are organized
How BOM/cut-list information is generated
Whether there are any broken references, file-structure risks, or improvement recommendations
How they propose to match the existing standard for new templates

Phase 2: Swing door template package

Create reusable SolidWorks templates for swing door conditions, potentially including:
Single swing door
Pair/French door
Door with sidelites
Door with transom
Outswing configuration
Standard threshold condition
Glass/lite layout control
Frame, panel, muntin, and glazing relationships
Shop drawing output
Production drawing output
BOM/cut-list output

Phase 3: Slider and pivot door template packages

Complete and/or build reusable templates for:

Multi-slider Series 1
Panel/frame relationships
Track/head/jamb/sill conditions
Meeting stile/interlock relationships
Glass/lite layout control
Shop drawing output
BOM/cut-list output

Multi-slider Series 2
Slim sightline logic
Panel/frame/track relationships
Meeting stile/interlock relationships
Glass/lite layout control
Shop drawing output
BOM/cut-list output

Pivot door
Pivot location control
Door panel/frame relationships
Clearances
Glass/lite layout control
Hardware placeholders
Shop drawing output
BOM/cut-list output

Required deliverables
For each product family/template, deliverables must include:
Native SolidWorks part, assembly, and drawing files
Reusable master template files
Configurations, equations, design tables, or other parametric controls
Drawing templates/sheet formats matching our existing standards
Example completed shop drawing PDFs
Production drawing output where applicable
BOM/cut-list output
Short written user guide
Screen-recorded walkthrough showing how to use and modify the template
Clean file structure with no broken external references
Required experience
The ideal freelancer/team should have strong experience with:
Advanced SolidWorks modeling
Parametric assemblies
Configurations
Equations
Design tables
Drawing automation
Sheet formats and drawing templates
BOM/cut-list automation
Manufacturing documentation
Controlled file references
Reusable template development
Preferred experience
Experience with any of the following is a major plus:
Architectural metal products
Custom windows and doors
Sliding door systems
Swing door systems
Pivot doors
Curtain wall, storefront, façade, or glazing systems
Steel fabrication
Weldments
Custom manufacturing environments
PDM or formal file-control workflows

Important clarification
We are not looking for renderings or isolated 3D models. We are looking for a repeatable SolidWorks template system that our internal team can use to generate real project drawings and production information.
The selected freelancer/team must be willing to work from our existing templates and match our current system rather than inventing an unrelated file structure.

Proposal requirements
Please include the following in your proposal:
Examples of reusable SolidWorks templates or parametric systems you have built
Experience with configurations, equations, design tables, or drawing automation
Experience with windows, doors, glazing, façades, architectural metal, or custom manufacturing
Your recommended approach to reviewing and matching our existing template system
Your proposed phase structure
Estimated hours for the initial audit
Estimated hours for swing door templates
Estimated hours for slider and pivot door templates
Whether you can provide user guides and screen-recorded walkthroughs
Confirmation that all files will be delivered with clean references and no dependency on your local file paths

All SolidWorks files, templates, configurations, equations, design tables, drawings, outputs, and supporting documentation created under this project shall be the property of our company upon payment. Files must be delivered in editable native SolidWorks format with clean references and no dependency on the freelancer’s local file paths, add-ins, licenses, or proprietary tools unless approved in writing in advance.
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