Skip to content

Resource · quote checklist

Check the scope before the quote goes out.

Use the working checklist to review quantities, materials, fitting, exclusions, assumptions and the current revision.

Spectra guide · Source review: 3 November 2026

Use the working documents

Start blank, or inspect the clearly labelled fictional example.

Download editable CSVOpen printable A4 sheetOpen fictional completed exampleDownload fictional example CSV

At a glance

A useful quote makes the offer reviewable: what is included, what is excluded, which facts came from evidence and which remain assumptions. Use current rates and approved terms from your own business.

01 / Scope

Separate evidence from assumptions.

Record sign type, quantity, location, dimensions, finish, artwork responsibility and target date. Put the source beside each important fact: survey, customer instruction, drawing or supplier confirmation.

Use one checklist row per question that could change the price, the programme or the workshop instruction. Leave the cost cells to your own current evidence. This sheet does not supply rates.

  • Inclusions and exclusions
  • Survey and artwork status
  • Access, delivery and installation scope
  • Supplier and customer dependencies
  • Validity, payment and acceptance terms

02 / Cost

Check the whole delivery route.

Review material yield, setup, finishing, bought-in work, packing, travel, access, installation and likely revision handling. The checklist deliberately contains no generic prices: your current evidence and commercial rules belong here.

03 / Release

Make revisions obvious.

State what changed, which quotation is current and whether the change affects scope, price or timing. A superseded quote should not remain an ambiguous instruction to production.

Bring the job. Explore the next step.

Discuss your workflow