Template
Pre-send quote review checklist
A short review pass that catches the mistakes that turn into variation claims. Print it, or keep it beside the quote while you check.
Ten minutes per quote, before it is sent:
[ ] Every room in the brief has a corresponding set of line items
[ ] Setup and bump out are quoted with real units, not assumed
[ ] Travel, trucking and parking are included
[ ] Optional items are clearly separate from the mandatory scope
[ ] Any unmatched or estimated item has a note explaining it
[ ] Margin is above the company minimum, or the exception is deliberate
[ ] Tax treatment matches the client
[ ] Exclusions and assumptions are written in plain language
[ ] The version you are about to send is the one you lockedLocking a version records who locked it and when, and makes it immutable. This checklist is what you run while the quote is still editable, before that step.
Other templates
Event brief template
Send this to clients who are unsure how to describe their event. A brief that answers these questions takes far less back and forth to quote.
Venue technical check
Run this before you commit to a price. Most margin loss on event work comes from a venue detail that was guessed rather than the equipment list.
Turn the brief into a quote
A completed brief is the input QuotePilot expects. Paste it and review what comes back.