Quote readiness checklist

Use evidence, not a completion score

Check an item only when you can point to a document, a tested workflow, or an accountable owner. Completing this checklist is not a certification and does not mean a product is suitable for your organization. It is a way to organize the outstanding questions before the commercial decision.

Start with the scope group and share the unresolved questions with your finance lead, operational owners, implementation partner, and IT team. Record the evidence in your own procurement file; this tool stores only check marks locally and does not upload documents. If the buyer cannot explain an exclusion, leave the item unchecked.

For example, a quote may include migration services while excluding data cleanup. Check the migration item only after the source files, cleansing owner, reconciliation method, and retry process are agreed. A successful demonstration on clean sample data is different from a rehearsal with your own records. Reset the list when comparing a different proposal. Browser storage may be unavailable or cleared, so retain important decisions in your own records.