Quote Review Checklist
A pre-send review for scope, assumptions, exclusions, pricing, timing and the parts of a quote most likely to create rework.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Scope | List the included deliverables, boundaries and change process. Keep a new requirement separate from an agreed acceptance condition. | Scope statement, exclusions and change owner. |
| Assumptions | List values or conditions that have not been confirmed and who can verify them. | The assumptions record, its source and the person responsible for resolving missing evidence. |
| Exclusions | State the work or expense not covered so it cannot be mistaken for an included deliverable. | The exclusions record, its source and the person responsible for resolving missing evidence. |
| Price | Record currency, tax treatment, payment terms and the scope the amount covers. | The price record, its source and the person responsible for resolving missing evidence. |
| Timeline | Separate desired dates from committed milestones. Note dependencies and approvals that can change delivery. | The timeline record, its source and the person responsible for resolving missing evidence. |
Review the decision
A pre-send review for scope, assumptions, exclusions, pricing, timing and the parts of a quote most likely to create rework. Keep scope, assumptions, exclusions attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
How to Build a Project Cost Estimate With Fewer Surprises · Cash Runway: How to Calculate It and What to Watch.
Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.