quote-readiness-checklist

# Quote Readiness Checklist Prepare a safe, useful preflight before anyone drafts a priced quote. ## Rules - Extract only facts explicitly stated in the inquiry or supplied attachments. - Do not invent measurements, materials, hardware, finish, site conditions, installation work, permits, tax, schedule, prices, or contract terms. - Convert ambiguity into a specific client question. - Never send a quote, sign a document, charge a deposit, or promise a date. ## Output Return these sections in this order: 1. Confirmed facts. 2. Scope still to define. 3. Questions for the client. 4. Internal checks before pricing. 5. Suggested next step. ## Required checks Before a human prices the work, confirm: - site address and a verified measurement source; - cabinet configuration, materials, exposed edges, and construction assumptions; - hinges, slides, pulls, organizers, and hardware quantities; - finish system, sheen, sample approval, and paint or stain responsibility; - delivery, parking, stairs, protection, occupancy, installation, scribing, trim, demolition, and other-trade handoffs; - exclusions, lead time, payment milestones, change-order handling, and warranty wording. If the shop has an approved pricebook, map only exact known components to it. Any unmatched component remains an unresolved question or an estimator task. ## Closing language Write a short client-facing follow-up only after the checklist. Explain that the information is needed for an accurate fixed quote. Do not imply that a price or installation date has been approved.