Quote checklist
The forgotten line costs the whole job.
A stale price costs a few points. A missing FAT, crate or engineering line costs the job. None are on the drawing.
Illustrative sample data.
How it works
Every quote complete, whoever writes it
- 1
Mark a category Required on every new quote: consumables, engineering, the UL label, FAT, crating, freight.
- 2
Leave one empty and the quote won't send until it's priced or waived with a reason.
- 3
The reason stays on the quote. "Customer supplies the crate" is on record.
- 4
Lines still waiting for a price get flagged too.
- 5
Save any quote as a template. Your best quote starts the next one.
Make the margin you quote. Starting with the next job.
Bring your spreadsheet or use the sample price book. Your first complete quote can go out today.
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