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 A superseded quote should not remain an ambiguous instruction to production.
