How should you read a quote example?
Evaluate whether each section helps the customer understand or decide.
- Summary answers what is offered
- Scope states what is included
- Rows explain how price is built
- Terms describe the decision boundary
What must be adapted?
An example is a structure, not a customer-ready offer.
- Customer-specific facts
- Company-approved price inputs
- Current approved conditions
- Commercial terms and attachments
Example quality check
- 1Fictional data is labelled
- 2Totals reconcile
- 3Options are clearly optional
- 4No example can be accepted as a real quote
Common questions
Can I copy a quote example directly?
Use it as a structural starting point, then replace every assumption and term with approved business data.
Should options be included in the total?
Only selected options should affect the displayed total, and the selection state must be clear.