Make it your own
Use this checklist to review the scope, pricing and assumptions in your quote. Confirm tax treatment and document requirements for your business with the relevant adviser where necessary. Keep a copy of the approved quote with the project.
Open your template
Download the CSV below and open it in your preferred spreadsheet app. Save a working copy, replace any sample information and adapt the columns to the work you actually do.
Keep one current version
Choose a single place for the working document. Review it with the people responsible and remove columns that do not help you make decisions.