Start with the result
Choose Get a Quote on the business's Desk. Describe what you want to achieve, who will use the result and any existing systems involved.
Include practical details
- Scope: the pages, workflows, deliverables or services you need.
- Timing: your preferred date and any fixed dependencies.
- Examples: relevant reference material you have permission to share.
- Constraints: existing platforms, access requirements and any agreed budget range.
Keep credentials and personal records out of the brief. The team can agree on a suitable private exchange if access is needed later.
Review the proposal
Read the itemised scope, amounts and any stated conditions before accepting the next step. Ask questions in the quotation conversation so the agreed requirements remain together. A quotation request alone does not mean payment was taken or work has begun.