JGID-QUOTE-001 – The JGID Quote Framework

Purpose

A professional quote is much more than a list of prices.

It is a structured proposal that communicates:

What work will be performed.
Who is responsible for what.
The commercial conditions of the project.
The agreement between both parties.

The JGID Quote Framework provides a consistent structure that helps Users prepare clear, professional and easy-to-understand quotations, regardless of their industry.

Whether you're quoting a one-hour service call or a multi-million-dollar project, every quote follows the same underlying framework.

This article introduces each section of a JGID quote and explains its purpose.

The JGID Quote Framework

Every JGID quote follows the same logical structure.

Each section answers a different question for the Client, guiding them from understanding the proposal through to accepting the quotation.

                           JGID QUOTE
                                │
                                ▼
                     INTRODUCTION
               "What is this proposal about?"
                                │
                                ▼
              PROVIDED BY YOUR COMPANY
            "What is included in our price?"
                                │
                                ▼
               PROVIDED BY OTHERS
      "What does the Client need to provide?"
                                │
                                ▼
                  ITEMS & PRICING
          "What work are we quoting for?"
                                │
                                ▼
                       CLAUSES
       "Are there any project-specific conditions?"
                                │
                                ▼
                TERMS & CONDITIONS
        "What are the commercial conditions?"
                                │
                                ▼
                      APPENDIX
      "What else would we like the Client to know?"

Each section plays a different role in helping the Client understand your proposal.

Introduction

The Introduction is the opening section of your quote.

Its purpose is to provide the Client with a clear overview of the proposed works before they begin reviewing the detailed pricing.

Rather than repeating every individual Item, the Introduction summarises:

The overall project.
The proposed scope of works.
Your approach or methodology.
Important assumptions.
Any information the Client should understand before reviewing the pricing.

Best Practice

Although the Introduction appears first in the finished quote, experienced Users often write it last, once the rest of the proposal has been completed.

By writing it last, the Introduction naturally becomes an accurate summary of the finished quotation.

Provided by Your Company

This section clearly defines everything that is included within the quoted price.

Typical examples include:

Qualified personnel.
Labour.
Materials.
Equipment.
Tools.
Project management.
Supervision.
Safety documentation.
Temporary works.

This section establishes exactly what your company is responsible for supplying.

Clearly documenting these inclusions helps reduce misunderstandings and demonstrates professionalism.

Provided by Others

The Provided by Others section defines everything expected to be supplied by the Client or another contractor.

Typical examples include:

Site access.
Keys or swipe cards.
Parking.
Amenities.
Power.
Water.
Existing scaffolding.
Crane access.
Traffic control provided by others.
Any other third-party services.

Clearly documenting these assumptions helps avoid disputes later and ensures both parties understand their responsibilities.

Items

The Items section forms the core of the quotation.

This is where the actual work being quoted is described and priced.

Depending on the complexity of the project, this section may contain:

Individual Items.
Sub-Item Groups.
Composed Items.

The Items section defines the scope of work and may range from a single line item to hundreds of Items across multiple pages.

Every Item should clearly communicate:

What work will be performed.
How it will be priced.
What is included.

Clauses

Clauses contain project-specific commercial and contractual information.

Unlike your standard Terms & Conditions, Clauses are written specifically for the current quote.

Examples include:

Payment schedules.
Project exclusions.
Site-specific requirements.
Access restrictions.
Weather limitations.
Warranty conditions.
Client responsibilities.
Project assumptions.

Only include Clauses that are relevant to the current project.

Think of Clauses as documenting everything unique about this particular job.

Terms & Conditions

Terms & Conditions contain your company's standard commercial and legal conditions.

Unlike Clauses, these usually apply to every quote and are maintained centrally within your company settings.

Typical topics include:

Payment terms.
General legal conditions.
Acceptance requirements.
Limitation of liability.
Privacy statements.
General commercial conditions.

Because these are standard company conditions, they generally require very little editing once established.

Appendix

The Appendix is the final section of a JGID quote.

Unlike a traditional appendix, the JGID Appendix is not intended for attachments or supporting documents.

Instead, it provides an opportunity to reinforce your company's brand and introduce additional services that may be of interest to the Client.

Many businesses use the Appendix to:

Showcase additional services.
Promote maintenance programs.
Highlight company capabilities.
Display branded marketing material.
Reinforce their professional image.
Educate Clients about complementary services.

For example:

A company quoting for window cleaning may also introduce:

Rope access services.
Anchor point installations.
Pressure cleaning.
Building maintenance.
Painting services.

Likewise, a company quoting for anchor point installations may use the Appendix to promote inspection services, maintenance programs or other complementary services.

The Appendix is typically maintained as a reusable marketing page and changes infrequently.

It often consists of branded imagery, promotional content and company messaging that leaves the Client with a strong final impression.

Think of the Appendix as the final opportunity to showcase your business—not as a place to attach documents.

A Professional Quote Tells a Story

A well-structured quote should feel natural to read.

Rather than presenting a list of prices, it progressively answers the questions a Client is likely to ask.

Understand the Project
          │
          ▼
Understand Responsibilities
          │
          ▼
Review the Scope of Work
          │
          ▼
Understand the Conditions
          │
          ▼
Accept the Agreement
          │
          ▼
Learn More About Your Company

Notice that pricing isn't the first thing the Client sees.

Instead, they first understand:

What the project is.
What your company will provide.
What they are expected to provide.

Only then do they review the detailed scope of work and pricing.

This creates a proposal that is easier to understand, more professional and more persuasive.

The Structure Remains the Same

Every quote is different.

Some projects require only a few lines of pricing.

Others may contain hundreds of Items across many pages.

Likewise:

The Introduction may be one paragraph or several pages.
The Items section may span many pages.
Clauses may contain one condition or many.
Terms & Conditions may occupy one page or several.
The Appendix may be a single promotional page or omitted entirely.

The amount of content may change.

The purpose of each section does not.

Summary

Every section within the JGID Quote Framework has a specific purpose.

Section	Purpose
Introduction	Introduces the project and summarises the proposal.
Provided by Your Company	Defines everything included within your quotation.
Provided by Others	Defines everything expected from the Client or third parties.
Items	Describes and prices the work being quoted.
Clauses	Documents project-specific commercial and contractual conditions.
Terms & Conditions	Applies your company's standard legal and commercial conditions.
Appendix	Reinforces your brand and promotes additional services.

Understanding the purpose of each section will help you prepare clearer, more professional quotations that are easier for Clients to understand and more likely to inspire confidence.

Remember:

A great quote doesn't simply tell a Client how much the work will cost—it clearly explains the value, scope and professionalism behind your proposal.

Next Recommended Reading

JGID-QUOTE-002 – Building a Professional Quote

Also See

JGID-QUOTE-003 – How Clients Read a Quote