Pre-send quote checklist
Worked review of an illuminated fascia scope. It shows evidence, assumptions and open dependencies before a quote is released.
Scenario IF-118 · North Pier Cycles (fictional). Every amount below is a synthetic teaching input, not a market rate, supplier quote, recommendation or customer price. Use current evidence and approved rules from your own business.
Scope and commercial review
Reviewer: commercial owner| Check | Completed example | Status / owner |
|---|---|---|
| Deliverable | One 3,200 × 650 mm fabricated illuminated fascia; final construction subject to technical review | Recorded · estimator |
| Included | Approved artwork adaptation, manufacture, packing and one planned installation visit | Recorded · estimator |
| Excluded | Planning consent, electrical remedials, landlord fees and out-of-hours access | Visible · account lead |
| Evidence | Site photos and preliminary dimensions dated 2026-09-18; synthetic supplier inputs dated 2026-09-20 | Traceable · estimator |
| Revision | Quote basis v2; v1 superseded after access method changed | Current · commercial owner |
| Terms | Validity, tax, payment and acceptance terms to use the business-approved wording | Pending · commercial owner |
Synthetic price build
Not a rate card| Line | Synthetic basis | Illustrative amount |
|---|---|---|
| Materials | Fictional current input | £720.00 |
| Bought-in illumination components | Fictional current input | £280.00 |
| Workshop labour | 18 synthetic hours × £38 synthetic internal input | £684.00 |
| Installation and travel | Initial access assumption | £460.00 |
Open before release
Dependencies| Unknown / assumption | Owner | Required action |
|---|---|---|
| Existing electrical feed condition is unknown | Install coordinator | Keep remedials excluded; obtain competent-person evidence |
| Landlord approval assumed to be customer-owned | Account lead | Confirm in writing before acceptance |