ACTUAL GENERATED REPORT · FICTIONAL INPUTS
Quote & Scope Guard
Prepare a nonbinding quote with explicit inclusions, exclusions, dependencies, acceptance tests, version snapshots and a priced change register.
This public sample is generated by the actual workspace using its included fictional example. It shows a report, not the editable paid software. Read the limitations and unresolved checks alongside the results.
In the complete download
- Multi-line scoped quote builder
- Exclusions and client dependency register
- Accepted-versus-pending change costing
- Tax and deposit planning arithmetic
- Versioned nonbinding quote and acceptance draft
Self-contained HTML in a current desktop browser; responsive mobile layout. No network, account, AI or installation required. ZIP extraction is required. Browser printing provides PDF output; local file storage varies by browser.
Quote & Scope Guard
Fictional worked example — Quote & Scope Guard
As of 2026-10-18 • CAD
Planning record • no automatic commitments
SIMULATION. All organizations, events, prices and evidence are invented for practice. Replace them with your own supported inputs.
Readiness
- RECORDED: Client and project identified — Use an alias when preparing shared drafts.
- RECORDED: Scope boundaries complete — Each line needs included work, exclusions, positive quantity and an acceptance test.
- RECORDED: Price inputs complete — Unknown amounts remain unknown.
- RECORDED: Draft validity current — Review the draft before use after this date.
- RECORDED: Accepted changes evidenced — A local accepted state without an external reference does not enter the total.
- RECORDED: Review terms captured — Have appropriate terms reviewed outside this tool.
Draft total including entered tax: $540.00
Draft deposit: $162.00
Pending change fees: $120.00
Nonbinding quote draft
Client onboarding pack — draft 1 — Fictional Maple Studio
Proposed delivery: Ten business days after approved inputs
Validity: 2026-11-15
DRAFT ONLY. This file does not send, accept or execute a quote or contract.
Priced scope
| Deliverable | Qty | Unit | Line total | Acceptance test |
|---|---|---|---|---|
| Editable onboarding pack | 1 | $450.00 | $450.00 | Both files open, agreed headings exist, and one consolidated correction round is complete. |
| Walkthrough session | 1 | $90.00 | $90.00 | Session delivered and questions log supplied. |
Change register
| Request | State | Fee | Days | Approval reference |
|---|---|---|---|---|
| Add second intake workflow | proposed | $120.00 | 2 |
Draft financial summary
| Item | Amount |
|---|---|
| Original lines | $540.00 |
| Documented accepted changes | $0.00 |
| Subtotal | $540.00 |
| Entered tax | $0.00 |
| Total | $540.00 |
| Deposit | $162.00 |
| Balance | $378.00 |
Review before communication
Reviewer checks each listed test; unresolved defects return as one numbered correction list.
Confirm ownership of client inputs and the licence for any supplied templates.
Draft only; no quote has been sent or accepted.
Sequential additional days from accepted changes: 0. Dependencies may change the actual date.
Deposit is calculated on the tax-inclusive draft total. No jurisdiction-specific tax or contract terms are supplied.
1. Frame the draft quote — entered detail
Client alias: Fictional Maple Studio
Project / quote title: Client onboarding pack — draft 1
Draft valid-until date: 2026-11-15
Deposit percentage in basis points: 3000
Manually supplied tax rate in basis points: 0
Proposed review window (days): 5
Proposed delivery window: Ten business days after approved inputs
Planning assumptions: SIMULATION. Tax shown as zero for illustration only; confirm applicable treatment.
2. Define included work and boundaries — source records
| Record | Entered detail |
|---|---|
| line1 | Deliverable: Editable onboarding pack Included work: One intake checklist and one handoff guide, up to 8 pages total. Excluded work: Brand design, CRM integration, legal drafting and ongoing hosting. Quantity: 1 Price per unit: $450.00 Acceptance test: Both files open, agreed headings exist, and one consolidated correction round is complete. Client dependency / due condition: Client supplies approved copy and branding assets before work starts. |
| line2 | Deliverable: Walkthrough session Included work: One 45-minute remote walkthrough. Excluded work: Recording, repeat sessions and training additional teams. Quantity: 1 Price per unit: $90.00 Acceptance test: Session delivered and questions log supplied. Client dependency / due condition: Client identifies one reviewer and confirms attendance. |
3. Control change requests — source records
| Record | Entered detail |
|---|---|
| chg1 | Change request: Add second intake workflow Why it is requested: Client described a second customer type. Impact on included / excluded work: Add a separate checklist; existing exclusions remain. Additional fee: $120.00 Additional delivery days: 2 Change state: proposed External approval evidence reference: Not entered |
4. Review the handoff terms — entered detail
Client responsibilities: One authorized reviewer consolidates comments and supplies non-sensitive approved content.
Acceptance / correction process: Reviewer checks each listed test; unresolved defects return as one numbered correction list.
Ownership and licensed-use terms to review: Confirm ownership of client inputs and the licence for any supplied templates.
Included revision limit: One consolidated correction round for the original scope.
Cancellation / delay treatment to review: To be reviewed before any binding quote or contract.
Final review note: Draft only; no quote has been sent or accepted.
Saved version history
| Version | Label | Saved UTC |
|---|