Contractor Quotation Checklist

Prepare contractor quotations with measurable scope, material allowances, exclusions and change controls.

Key takeaway

Prepare contractor quotations with measurable scope, material allowances, exclusions and change controls.

Measure the work

List locations, dimensions, quantities, specifications and who supplies each item. Separate labour, materials, equipment and provisional allowances. Attach drawings or a scope schedule where a single description would be ambiguous.

Price uncertainty honestly

Identify assumptions about access, working hours, permits, utilities and site condition. Explain how variations are priced and approved. Do not bury an open-ended exclusion that makes the headline total meaningless.

Set the project controls

Include programme, payment milestones, retention if applicable, warranty, validity and acceptance. Confirm insurance, safety and licensing requirements with the appropriate professional or authority.

Use the Quote Generator

Frequently asked questions

What is a provisional sum?

It is an allowance for work or materials that cannot yet be priced precisely; define how it will be adjusted.

Should contractors request a deposit?

That is a commercial and contractual decision. State the amount, trigger and treatment clearly.

Sources and review

Last reviewed 22 June 2026. This guide provides general information, not tax, legal or financial advice.

Editorial review

Reviewed for clarity and source accuracy by Toolnovax Editorial Team, business operations and automation specialists.