Step 5 of Quotation Process: Create The Quotation Document
1. Use an easy-to-read format, and type font that is easy to read; use one that is repeatable as a template for future quotations.
2. Provide specific definitions of supplier, client, contractor doing the work, and inside contact connecting tech. comm. provider and client.
3. Summarize the project objectives.
4. Define team players (for supplier and client).
5. Provide a detailed SOW (Statement of Work) or project review of stops, task, and goals along the project continuum. The SOW should include:
–Date of quotation.
–Project name.
–Tasks that accomplish project are defined.
–Tools of choice.
–Account representative and contact information.
–Client contact name and contact information.
–Target dates—start, 1st draft, 2nd draft, final.
–Client responsibility.
–Tech. comm. provider responsibility.
–Unknowns.
–Dependencies or variables.
–Total cost (hours x hourly burden rate).
–Disclaimers where needed.