Sales and delivery
Quote Comparison Worksheet: Price, Exclusions and Ongoing Costs
A cheaper headline is not necessarily a cheaper equivalent offer. Use this worksheet to compare the same period, deliverables and customer responsibilities, while leaving unanswered questions visible.
Build one comparison entry per offer
- Scope: outputs, quantities and acceptance assumptions.
- One-off cost: setup, content preparation and agreed implementation.
- Recurring cost: amount, billing interval, minimum period and what it includes.
- Customer work: writing, photography, updates or other tasks left with you.
- Exclusions: separately priced extras and genuinely unknown amounts.
- Commercial questions: taxes, cancellation, ownership and support terms to confirm from the actual offer.
Add a source and quote date to each entry. Do not put zero in an unknown-cost cell: “not supplied” is a different fact from “included at no extra charge”.
A fictional arithmetic example
Assume the same currency units and a 12-month comparison period. Offer A charges 900 once plus 40 monthly: 900 + (12 × 40) = 1,380. Offer B charges 120 monthly with no setup fee: 12 × 120 = 1,440.
Those totals differ by 60 units, but they establish value only if scope is comparable. Suppose B includes content writing while A does not. Record A’s writing cost as unknown until quoted; do not declare A the better offer from the incomplete total. These are invented figures, not market rates or Client Craft prices.
Normalise before deciding
Use the same team size and period. Separate annual upfront payment from a monthly instalment. Check whether “maintenance” means hosting, defect correction, content updates or something else.
Keep optional items outside the required-scope total until you choose them. Record payment timing separately: identical annual totals can involve different cash commitments. Ask the supplier to resolve ambiguity rather than guessing at taxes or cancellation rights.
Write the decision and remaining condition
Use a sentence such as: “Offer B covers the required writing and hosting; proceed only after ownership and support responsibilities are confirmed.” That explains the choice more clearly than a price-only score.
Retain the final scope, answers and accepted version together. This worksheet supports an operational comparison; it does not replace financial, tax or legal advice where you need it.
Continue with a related resource
Use the example with your own facts, assign an owner and review the result before relying on it. These resources are available without creating an account.
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