DealokrKey idea
Quote template
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.
Quote template 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
Quote template: use it as a working frame, not paperwork
Before sending your quote, check that a client unfamiliar with your work can answer four questions: what is delivered, when, for what price and with which decision steps? If one is missing, add it before acceptance.
- Customise the scope instead of keeping a generic description.
- Add client dependencies that affect the schedule.
- Keep the accepted version as the project reference.
