FREE CONTRACTOR CHECKLIST
Commercial Quote Assumptions Checklist
Every commercial quote carries assumptions about pricing, lead times, logistics, and scope. If those assumptions are not stated clearly, they become gaps the other side can exploit — or margins you eat. This checklist helps you surface and document those assumptions before the quote goes out.
Pricing volatility
Surface supplier pricing risk, freight exposure, and escalation needs.
Lead times & procurement
Flag long-lead items, delivery dependencies, and substitution risk.
Exclusions & revision triggers
Define what is excluded and what should trigger a quote revision.
Project Context
Pricing Risk
Select the pricing assumptions that apply to this quote.
Lead-Time / Procurement Risk
Select the procurement assumptions that apply.
Site Logistics Risk
Select the site and logistics assumptions that apply.
Scope / Coordination Risk
Select the scope assumptions that apply.
- ✓Quote prepared for General Contractor scope on a new build project, quoted on a tender basis.
- ✓Work is assumed to commence within 30-60 days of quote acceptance.
- !Select risk items above to generate exclusion and subject-to-confirmation language.
- ↻Quote is subject to review if supplier pricing validity expires before order placement.
- ↻Quote is subject to review if the project start date moves materially from the assumed timeline.
Select checkboxes on the left to generate output. All output updates live as you select.
Common Quote Gaps This Checklist Catches
Most commercial quotes go out with at least one of these gaps. Each one creates margin exposure or dispute risk.
Stable supplier pricing
Assuming quoted material prices hold from bid to order without stating a validity window.
No validity period
Sending a quote without an expiry date leaves pricing open-ended and unrecoverable.
Missing logistics assumptions
Not stating access, storage, or crane assumptions creates scope for claims and delays.
Mixed allowance & fixed pricing
Using allowances without distinguishing them from fixed-price items confuses what is committed.
No revision triggers
Not defining when a quote should be revised leaves no basis for requesting a price adjustment.
BEFORE THE QUOTE GOES OUT
Catch quote risk before you send
Quoteloc helps commercial teams control assumptions, revisions, approvals, and margin risk before pricing mistakes turn into losses.
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