How We Assess Your Requirements Before Quoting

How We Assess Your Requirements Before Quoting

Before providing a quote, we need to understand your requirements well enough to scope the work accurately. An inaccurate scope leads to inaccurate pricing — which is not in your interest or ours. This article explains our pre-quote process.

Stage 1: Initial Conversation

The first step is an introductory call (typically 30–60 minutes) with your Account Manager. We explore:

  • What you are trying to achieve and why
  • The current situation and any existing systems
  • Constraints: budget range, timeline, team size
  • Technical requirements at a high level
  • Success criteria — how will you know it worked?

Stage 2: Requirements Gathering

Depending on complexity, we may conduct additional sessions:

  • A written requirements questionnaire
  • A structured discovery workshop
  • Review of any existing documentation, wireframes, or specs you have
  • Technical assessment of existing systems (if integration is needed)

Stage 3: Quote Preparation

We prepare a written proposal including scope, methodology, team, timeline, and pricing. For larger or more complex requirements, we may provide a quote for a paid Discovery phase first, producing a detailed specification before committing to a full project price.

Common Reasons for Inaccurate Quotes

  • Requirements that are vague or not yet finalised at quote stage
  • Undisclosed integrations with existing systems
  • Assumptions about data quality that turn out to be incorrect
  • Stakeholder disagreement discovered mid-project that requires redesign

The more information you share at quoting stage, the more accurate (and fair) the quote will be. Do not worry about sharing confidential information — our standard engagement is covered by mutual confidentiality obligations from first contact.

Did you find this article useful?