- Criteria
- Delivery date
- Importance
- Required
- How to check
- Delivery date on the quote
TemplatesWork & projects · Quote comparison
Compare quotes and choose a contractor
When you're choosing a company for outsourcing, purchasing or construction work and want to set requirements, compare quotes on the same criteria and pick one
What's inside · Table 3 · Polls & decisions 1 · Checklist 3
Preview · a new document starts like this
Compare quotes and choose a contractor
- Decision due date
- Not set
- Budget
- Not set
- Assignee
- Not set
Change the requirements table to your own requirements, then delete the example line in the contractor quotes and add your own.
Requirements
Set your criteria before you compare.
| Criteria | ImportanceLabels | How to check |
|---|---|---|
| Delivery date | Required | Delivery date on the quote |
| Quality standards | Required | Samples or past work |
| After-sales support | Important | Support period and method |
| Payment terms | Nice to have | Upfront payment percentage |
- Criteria
- Quality standards
- Importance
- Required
- How to check
- Samples or past work
- Criteria
- After-sales support
- Importance
- Important
- How to check
- Support period and method
- Criteria
- Payment terms
- Importance
- Nice to have
- How to check
- Upfront payment percentage
Contractor quotes
One line per contractor. Give each one a nickname and don't add contact details. Delete the example line before you use it.
Contractor quotes
| Contractor (nickname) | Quote | Delivery (days) | Requirements met | Score (1–5) | Status | Notes |
|---|---|---|---|---|---|---|
| (Example) Contractor A | Not set | Not set | No labels | Not set | Not set | This is an example line. Delete it and write your own. |
- Quote
- Not set
- Delivery (days)
- Not set
- Requirements met
- No labels
- Score (1–5)
- Not set
- Status
- Not set
- Notes
- This is an example line. Delete it and write your own.
Selected
Write which contractor you chose and why.
Chosen contractor and why
Next step
| To do | AssigneeAssignee | Due dateDate | DoneCheckbox |
|---|---|---|---|
| Review the contract | Empty | Empty | Unchecked |
| Place the order | Empty | Empty | Unchecked |
| Share the schedule | Empty | Empty | Unchecked |
- To do
- Review the contract
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- To do
- Place the order
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
- To do
- Share the schedule
- Assignee
- Empty
- Due date
- Empty
- Done
- Unchecked
☐
Set the requirements.
☐
Scored each contractor.
☐
Recorded the reason for the choice in the decision.