DealokrKey idea
Purchase orders and signed quotes
Use this guide as an operational starting point, then adapt it to the client, the scope and the rules that apply to your work.
Decide the rule before the project moves.
Purchase orders and signed quotes is easier to manage when both sides can see the expected result, the person who decides and the next action. Start with the facts that affect the project rather than a vague promise.
Put the decision in a shared record.
Write down the scope, date, amount or approval step that applies to this project. A clear record helps a client act and helps you avoid rebuilding the context from scattered messages.
Do not mistake a workflow for legal, tax or financial advice.
This guide offers operational guidance for freelancers. Check the official source relevant to your situation and seek qualified advice whenever the decision has legal, accounting or tax consequences.
Operational example
Purchase order and signed quote: check they describe the same project
Before work starts, compare the purchase order and accepted quote line by line: description, quantity, price, dates, deliverables and conditions. A difference should not disappear in an email; it deserves written clarification before production.
- Keep both documents with their version and date.
- Flag every difference in a short, neutral summary.
- Do not assume a broad label covers every expected deliverable.
