{
  "name": "DraftFort job quote checklist",
  "version": "2026-08-12",
  "canonicalGuide": "https://draftfort.com/blog/how-to-write-a-quotation",
  "scope": "A global practical review list, not jurisdiction-specific legal, tax or accounting advice.",
  "sources": [
    {
      "title": "Australian Government — Prepare quotes",
      "url": "https://business.gov.au/people/contractors/prepare-quotes",
      "scope": "Australian business guidance"
    },
    {
      "title": "UK Competition and Markets Authority — Providing clear and accurate information about prices",
      "url": "https://www.gov.uk/government/publications/price-transparency-cma209/providing-clear-and-accurate-information-about-prices-summary",
      "scope": "UK consumer-pricing guidance"
    }
  ],
  "items": [
    { "id": "document-label", "section": "identity", "field": "Document label", "reviewQuestion": "Does the document clearly say quote or estimate?", "whyItMatters": "Tells the customer what kind of offer they are reviewing.", "scopeNote": "Terms and legal effects vary by jurisdiction and wording." },
    { "id": "quote-number", "section": "identity", "field": "Unique quote number", "reviewQuestion": "Can this quote be found and referenced unambiguously?", "whyItMatters": "Supports tracking, acceptance, revisions and later invoicing.", "scopeNote": "Use a sequence appropriate to your recordkeeping system." },
    { "id": "issue-expiry-dates", "section": "identity", "field": "Issue and valid-until dates", "reviewQuestion": "Are the issue date and realistic expiry date visible?", "whyItMatters": "Defines when the offered price should be reviewed again.", "scopeNote": "An expiry date does not override applicable law or an accepted contract." },
    { "id": "business-details", "section": "parties", "field": "Business details", "reviewQuestion": "Are the legal or trading name and useful contact details correct?", "whyItMatters": "Identifies who is making the offer.", "scopeNote": "Registration and address requirements vary." },
    { "id": "customer-details", "section": "parties", "field": "Customer details", "reviewQuestion": "Are the customer name and job address correct?", "whyItMatters": "Connects the offer to the intended customer and location.", "scopeNote": "Use only details needed for the transaction." },
    { "id": "scope", "section": "work", "field": "Scope and deliverables", "reviewQuestion": "Does the quote describe the exact work, location and deliverables?", "whyItMatters": "Lets both sides compare the price with the work promised.", "scopeNote": "Significant work may also need a contract or specification." },
    { "id": "exclusions", "section": "work", "field": "Assumptions and exclusions", "reviewQuestion": "Are price-critical assumptions and excluded work prominent?", "whyItMatters": "Reduces ambiguity when conditions or requests change.", "scopeNote": "Write for the actual job; generic clauses may not fit." },
    { "id": "line-items", "section": "pricing", "field": "Itemized prices", "reviewQuestion": "Do quantities, rates and line amounts match the pricing method?", "whyItMatters": "Makes the total easier to understand and check.", "scopeNote": "Fixed-price work may use tasks, phases or milestones instead." },
    { "id": "total", "section": "pricing", "field": "Subtotal, tax, discounts and total", "reviewQuestion": "Is the arithmetic correct and are unavoidable charges handled clearly?", "whyItMatters": "Shows what the customer is expected to pay.", "scopeNote": "Tax and consumer-pricing rules depend on location and transaction." },
    { "id": "schedule", "section": "delivery", "field": "Schedule and dependencies", "reviewQuestion": "Are timing, access and customer dependencies stated?", "whyItMatters": "Makes scheduling assumptions visible before acceptance.", "scopeNote": "Do not promise dates you cannot reasonably support." },
    { "id": "payment", "section": "terms", "field": "Payment terms and method", "reviewQuestion": "Are the actual deposit, milestone or due-date terms clear?", "whyItMatters": "Explains when and how payment is expected.", "scopeNote": "Late fees and deposits may be regulated or require agreement." },
    { "id": "changes", "section": "terms", "field": "Scope-change process", "reviewQuestion": "Does the quote explain how extra work or price changes are approved?", "whyItMatters": "Creates a written path for variations after the original offer.", "scopeNote": "Use an appropriate change order or contract for significant work." },
    { "id": "acceptance", "section": "terms", "field": "Acceptance method", "reviewQuestion": "Can the customer tell how and by when to accept?", "whyItMatters": "Avoids uncertainty about whether the quote was approved.", "scopeNote": "A signature is not the only factor affecting enforceability." },
    { "id": "final-review", "section": "quality", "field": "Final review", "reviewQuestion": "Have names, dates, spelling, quantities and arithmetic been checked?", "whyItMatters": "Prevents avoidable errors before a stable copy is sent.", "scopeNote": "Keep the accepted version and later written changes." }
  ]
}