Quoting

Toolkit

Quoting is your opportunity to showcase professionalism, value, and readiness - building trust and helping your business stand out from competitors.

Resources

Templates (PDFs)

Tools and Resources

Websites

Why Quoting Matters

Quoting is not just about submitting a price. It is your chance to demonstrate professionalism, value, and readiness. A well-prepared quote builds trust and helps your business stand out, especially when competing for large-scale projects.

What Every Quote Should Include

  • Scope of Work: Clearly define what is included and what is not.
  • Timeframes: Provide realistic start and finish dates.
  • Terms and Conditions: Include payment terms, warranties, and details about variations.
  • Cost Breakdown: Itemise labour, materials, equipment, and travel.
  • Assumptions and Exclusions: Make it clear what your pricing is based on.
  • Contact Details: Ensure it is easy for the buyer to reach you with questions.

Tips for Success

  • Avoid underquoting to win work. It can damage your reputation and profit margins.
  • Include regional-specific costs such as freight and travel.
  • Emphasise non-price advantages such as local knowledge, faster response times, and community presence.
  • Use plain formatting with headings and bullet points to make your quote easy to read.

What Major Projects Are Looking For

Major projects expect:

  • Transparent pricing with clear breakdowns
  • Value for money, not just low prices
  • Financial stability and the ability to deliver

Some projects are starting to adopt improved payment practices. For example, the Local Buying Program used by BHP offers seven-day payment terms for eligible suppliers, along with access to support services.

Return to Tendering and Procurement toolkits

Disclaimer

The information and resources provided in this Business Toolkit are intended for general guidance and informational purposes only. Tactic makes every effort to ensure the accuracy and reliability of the materials contained herein; however, we make no warranties or representations, express or implied, about the completeness, accuracy, suitability, or availability of the content for any particular purpose.

Users of this toolkit are encouraged to seek independent professional advice before making any business, legal, financial, or strategic decisions based on the information provided. Tactic disclaims any liability for loss or damage, direct or indirect, that may arise from the use or reliance on this toolkit or any of its components.

By accessing and using this toolkit, you acknowledge and agree to this disclaimer.