Made for Independent Contractors
Check a Quote Before Sending It
Also useful for: people in Entrepreneurship
15 min
Beginner
Business & Entrepreneurship
Review a draft quote for pricing errors, missing work, weak terms, and costs that should be listed separately.
Create a free account to save your progress and use this Playbook.
Use this when
You have a draft quote ready and need one final check before sending it to a client.
You'll need
- Draft quote
- Client requirements
- Time and cost assumptions
- Pricing model
- Tax, payment, and deadline notes
You'll get
- Every quoted deliverable matched to the client's request
- Every visible calculation checked
- Labor, materials, travel, overhead, and extra charges accounted for
- Payment terms, deadlines, revisions, exclusions, taxes, and quote validity checked
- One clear send, revise, or hold decision recorded.
By the end of this playbook
You will have:
- Every quoted deliverable matched to the client's request
- Every visible calculation checked
- Labor, materials, travel, overhead, and extra charges accounted for
- Payment terms, deadlines, revisions, exclusions, taxes, and quote validity checked
- One clear send, revise, or hold decision recorded.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Draft quote: Event photography, 6 on-site hours at $125 per hour, 60 edited images, 8 editing hours at $75 per hour, $180 equipment rental, and $90 travel. Total: $1,620. A 50% deposit books the date, with the balance due before delivery. Delivery is within 10 days. One re-edit round is included. Client requirements: 7 hours of coverage, 75 edited images, delivery within 10 business days, and access to the full gallery. Cost assumptions: Parking isn't included. Overtime is $125 per hour but isn't listed. Tax treatment isn't confirmed. No cancellation terms or quote expiration date are included. Pricing model: Fixed project price.
Sample assembled prompt
Must fix before sending: - Coverage:... Add the seventh hour or state... - Edited images: The quote promises... Update the quantity and price or... - Gallery access: The requested full... State whether unedited files or proofs... - Delivery: Replace "10 days" with... - Parking: Add parking as a... - Quote validity: Add an expiration... Confirm before sending: - Whether tax... - Whether the current editing estimate... - Cancellation and rescheduling terms. Checked and clear: - Visible math... - The 50% deposit equals $810. - One re-edit round is stated. Final decision: REVISE. The total is calculated correctly, but...