Use this before sending a proposal so the quote reflects time, scope, margin and risk.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Delivery time | Estimate task hours and separate repeat delivery from setup, revisions and administration. | The delivery time record, its source and the person responsible for resolving missing evidence. |
| Utilization | Divide the hours represented by the measure by the available hours for the same period. Define which activities count. | The utilization record, its source and the person responsible for resolving missing evidence. |
| Costs | Separate one-off implementation, recurring operation and exit costs. Check each billing unit against the source quotation. | Cost line, source, currency, period and exclusions. |
| Revisions | State the review rounds included, approval owner and how additional work will be scoped. | The revisions record, its source and the person responsible for resolving missing evidence. |
| Margin | Identify the costs included and calculate the portion of selling revenue remaining after them. Keep margin distinct from markup. | The margin record, its source and the person responsible for resolving missing evidence. |
Review the decision
Use this before sending a proposal so the quote reflects time, scope, margin and risk. Keep delivery time, utilization, costs attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
Markup vs Margin: The Pricing Difference That Changes the Number · How to Scope a Website Project Before You Quote It.
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026