Contact Info
Provide full legal business name, primary contact, email, phone, billing address, and preferred communication channel so proposals reach the correct decision maker and invoices are sent to the right address.
A Client Quote Questionnaire reduces ambiguity, shortens proposal cycles, and lowers rework by collecting consistent inputs for pricing, scope, and approval. It creates a documented record that supports internal controls, auditability, and clearer negotiations between vendor and client.
Salespeople, project managers, estimators, and procurement staff commonly complete or review the Client Quote Questionnaire to capture client needs and prepare proposals.
After initial completion, legal, finance, and client stakeholders usually review the questionnaire before finalizing pricing and signing approvals.
Provide full legal business name, primary contact, email, phone, billing address, and preferred communication channel so proposals reach the correct decision maker and invoices are sent to the right address.
Describe project objectives, deliverables, location, and any technical constraints or required standards to help the vendor scope work and determine resource needs accurately.
List functional and non-functional requirements, acceptance criteria, performance metrics, and any regulatory constraints to ensure estimates include necessary compliance and testing activities.
Specify preferred pricing model (fixed, time-and-materials, unit rates), include quantity estimates, discount rules, tax treatment, and billing milestones to produce an accurate cost estimate.
State desired start and end dates, milestone deadlines, and any phased delivery expectations so scheduling and staffing can be validated against availability.
Identify decision makers, required signatures, and authority limits for approvals to avoid delays during contract execution and to record who can commit budget.
| Validation rules and required formats | Enable required fields and format checks for dates, currency, and emails. |
|---|---|
| Signer authentication: email, SMS, KBA | Choose email link or SMS code; use KBA for higher assurance where regulations demand identity proofing. |
| Auto reminders: frequency and escalation | Set reminders at 3, 7, and 14 days with escalation to manager to reduce unsigned queues. |
| Attachments allowed: types and limits | Allow PDF, DOCX, and images; limit size to 10 MB per attachment to ensure upload reliability. |
| Post-sign routing: archive and notify | Automatically send final PDF to finance, legal, and client contacts for consistent records and billing. |
Supported platforms and delivery options for eSubmission and signing, including integrations, file formats, and authentication choices.
Start response promptly to avoid schedule delays.
Shorter deadlines expedite quoting; extend if approvals pending.
Estimate and approval typically occur within 2–5 business days.
Require signatures within 30 days or specify an explicit expiry date.
Allow 1–2 revision rounds before re-pricing or re-approval.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |