Reviewing the scope shown to the client

The proposal scope area shows the fence runs and additional included items prepared in the quote. Start here to confirm the works summary is accurate for this job.

1. Open the proposal link for the quote you are ready to send.
2. Check each run summary, including lengths, heights, colours, and attached gate details where applicable.
3. Check the additional inclusions list for manual or project-wide line items.

If a scope item is missing or outdated, update the source quote first, then reopen the proposal link and recheck the scope display.

Confirming inclusions, exclusions and proposal documents

Proposal detail documents provide the written terms your client reads with the scope and pricing summary. Use this section to confirm your inclusions and exclusion notes are complete and readable.

• Check each published proposal document title and body content.
• Confirm inclusions are specific to the agreed works and location.
• Confirm exclusion wording is clear for items outside the quoted scope.
• Confirm document formatting is clean when viewed in the proposal page.

When your team uses standard templates, this check helps ensure client-facing wording stays aligned with the current job details.

Verifying the investment summary and payment stages

The investment summary displays subtotal, GST where applicable, total estimate, quote validity, and payment stages. Confirm these values before sharing the link.

• Check subtotal and total estimate against the latest quote version.
• Check GST is shown when GST applies to the quote.
• Check the booking deposit amount and future payment stages are sensible for the project value.
• Check the quote validity date if it is displayed.

Final release check before client acceptance

Complete one final read of the proposal header, scope, documents and totals from the same public link you plan to send. This helps your client receive a consistent and decision-ready proposal page.

If anything changes after this check, refresh the quote details first and repeat the proposal review so acceptance is based on the correct commercial record.