prepare-a-simple-price-quote

name	prepare-a-simple-price-quote
category	money
description	Prepare a simple price quote with defined scope, quantities, price basis, taxes, timing, assumptions, validity, and acceptance. Use when offering a bounded product or service before a contract or invoice.

prepare-a-simple-price-quote

Make the customer able to tell what is included.

When to use

• Use for straightforward sales with known scope and authorization.
• Obtain qualified tax or contract guidance when jurisdiction, liability, or terms are complex.

Procedure

1. Verify customer legal name, contact, seller entity, currency, quote owner, and reference.
2. Define item or service, quantity, unit, deliverable, dates, location, dependencies, and exclusions.
3. Calculate unit price, discount, subtotal, tax treatment, fees, total, deposit, and payment schedule.
4. State assumptions, customer responsibilities, change process, expenses, and expiry date.
5. Include delivery, acceptance, cancellation, refund, and governing contract reference where applicable.
6. Assign version and approval before sending through a verified channel.
7. Recalculate totals and inspect the exact PDF or message.
8. Record accepted, revised, expired, or declined status.

Done

• A versioned quote document lists parties, scope, quantities, prices, taxes, total, dates, assumptions, exclusions, and validity
• Calculation, approval, rendering, and recipient checks verify the exact sent quote and its current status