A proposal mentions supplied items but it is unclear whether installation work is part of the requested scope.
The useful bits
- Proposal version
- Included services list
- The customer should select the intended service boundary and identify any detail needed for assessment.
Before you write
Use this example when a proposal mentions supplied items but it is unclear whether installation work is part of the requested scope. Gather the details below so the recipient can act without asking you to reconstruct the situation.
- Proposal version
- Included services list
- Authorized person to clarify scope
An email you can adapt
The subject “Installation scope for quote [reference]” identifies the request. Replace each bracketed field with a checked detail and remove any sentence that does not describe your situation.
Subject: Installation scope for quote [reference] Hi [name], Before we finalize quote [reference], please confirm whether you need installation as part of the requested work or supply only. Our current draft includes [listed services] and does not assume additional site work. If installation is required, we will need [specific site or scheduling detail] through the approved route to assess it. We will send a revised proposal if the scope changes, rather than add the work informally. Best, [sender]
Check the boundary
Do not imply that installation, testing or training is included merely because the product itself has been quoted.
What a useful reply should settle
The customer should select the intended service boundary and identify any detail needed for assessment.
Ensure the final proposal explicitly states included and excluded work before it is accepted.
About this guide
Prepared with AI assistance for the BITTU Mail editorial library. Check important details against your original messages and current account settings. Product access depends on your role, plan and provisioning state. Provider interfaces and requirements can change.
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