Quote Template:
Project scoping note

This note sets the project scope before any production commitment. It’s the shared baseline: what’s listed here is priced; anything not listed will require a change order.

What the project should deliver

- [Business objective, phrased from the user’s point of view] - [Secondary objective] - [Metric that will confirm success]

Out of scope

- [Topic intentionally excluded, and why] - [Topic handled in a later phase]

Working assumptions

The estimate relies on the following assumptions: [content provided by the client], [existing technical environment], [stakeholder availability]. If any assumption proves false, the budget will be revised.

Phases

1. Scoping and workshops — [duration] 2. Design — [duration] 3. Implementation — [duration] 4. Acceptance testing and deployment — [duration]

Indicative budget

Pre-tax estimate at this scoping stage, refined after the workshop phase.

Next step

A joint review of this note locks the scope. The detailed estimate is issued right after.