The quote that’s right on Monday and wrong on Thursday
Every quote rests on prices, listings and bookings that change. Here’s how to keep it true.
On Monday your engineer sends a good quote. Right enclosures, right backpanels, a window kit that keeps the rating, installation by a trusted crew.
On Tuesday the crew booking lapses. On Wednesday the window kit’s listing changes. On Thursday the customer signs.
The quote looks the same. Everything behind it moved. You’ve now promised an install date that needs a new crew and a part that needs a new listing, and you’ll hear about it from site.
A quote is a set of promises
Each promise rests on something with its own expiry: a supplier price, a certificate, a crew booking, a manager’s approval. The quote is as strong as the weakest of them on the day it’s signed.
Set a meaningful offer expiry and identify relevant dependency deadlines. A changed price, booking or listing should trigger review of the affected scope; it does not automatically invalidate every part of the offer.
- List what each quote depends on: prices, listings, bookings, approvals
- Track relevant dependency deadlines and review the affected scope
- Re-check before the customer signs
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