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Worksheet

Quotation scope sheet

A one-page spreadsheet. Rows hold forty to eighty scope items grouped under screens, reports, integrations, migration and support. Columns hold the item, the user, one column per vendor with a choice of included, excluded, assumed or unclear, and a note. A summary strip counts each word per vendor and lists the rows to send back.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How to restate three software quotations on one scope”, www.gullysystem.com/blog/how-to-restate-three-software-quotations-on-one-scope