Quotations and handovers · ASRR Tech
What information do you need to prepare a quotation?
Collect needs, scope, assumptions and decision-makers. Make missing information visible before treating a proposal as complete.
A practical example
A renovation proposal lacks clarity about included and excluded work.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe scope.
- Record assumptions.
- Check missing choices.
What does success look like?
The quotation can be assessed without hidden assumptions.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Quotations and handovers: the wider process
A quotation records the offer, its conditions and the customer’s next step. Make the version received by the customer identifiable. Changes to price or scope can affect follow-up, scheduling and delivery. Agree who can make changes, who reviews them and what approval is sufficient for the next step. Walk through an example from enquiry to handover. Include a rejected quotation and a change after sending; these often reveal unclear expectations.