Separate internal and client views
Internal working needs commercial detail. The client pack needs clarity, scope and confidence.
What to include
Include project summary, package breakdown, assumptions, exclusions, allowances and next steps.
Make uncertainty visible
Clients do not need every internal calculation, but they do need to understand what remains uncertain.
FAQs
What is a quote pack?
A structured set of documents explaining the price, included scope, assumptions, exclusions and next steps.
Should a client quote show internal margin?
Usually no. Keep internal commercial working separate from the client-facing summary.
Use this thinking on a real project pack
Send drawings, specifications, notes or a current quote. Quotify will show how the project can be structured for review.
