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What to send for an estimating quote

Prepare drawings, scope details and project information for a clearer estimating quote without making the first enquiry complicated.

TGE guide · General guidance; confirm your project-specific scope.

A short message is enough to start

Tell the estimating team what you need and share a link to your plans. You do not need to complete a long questionnaire before making an enquiry. The scope review can identify what is missing.

Provide the current document set

Include the latest drawings, relevant specifications and issued addenda. Identify superseded files. A clear revision date helps prevent quantities being measured from an older design.

Define the work to include

  • Required trades or building areas.
  • Quantities only, or quantities with pricing.
  • Project location and preferred currency.
  • Bid deadline and required delivery format.
  • Known exclusions, alternate scopes or supplied quotations.

Keep access practical

Check that the shared link opens for the intended recipient and contains the files you want reviewed. Use an agreed transfer method for confidential documents. Avoid adding unnecessary personal information.

Confirm before work begins

The quote should define the fee, deliverables, schedule, revision allowance and exclusions. Use the client checklist or send a short enquiry.

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