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Proposal Quotation

Proposal Quotation Template for New Zealand

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Key Requirements PROMPT example:

Proposal Quotation

"I need a Proposal Quotation for IT consulting services, including cloud migration and system upgrade services, with a project timeline starting March 2025 and incorporating specific cybersecurity compliance requirements for a financial services client in New Zealand."

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Document background
The Proposal Quotation serves as a crucial business document in New Zealand's commercial landscape, used when businesses need to provide detailed pricing and service proposals to potential clients. This document type combines elements of both a formal quote and a comprehensive proposal, making it particularly suitable for complex products or services where detailed specifications and terms are necessary. The document must comply with New Zealand's legal framework, including the Contract and Commercial Law Act 2017, Fair Trading Act 1986, and GST requirements. It typically includes pricing details, scope of work, delivery timelines, payment terms, and standard terms and conditions. The Proposal Quotation can become legally binding upon acceptance, making it essential to ensure all information is accurate and complete.
Suggested Sections

1. Company Information: Details of the company providing the quotation, including legal name, contact details, and any relevant registrations or certifications

2. Client Details: Full name and contact information of the client or prospective client

3. Quotation Reference: Unique reference number, date, and validity period of the quotation

4. Scope of Work/Services: Detailed description of the products or services being offered, including specific deliverables and exclusions

5. Pricing: Clear breakdown of costs, including unit prices, quantities, subtotals, GST, and total amount

6. Timeline: Proposed schedule for delivery or completion of works

7. Payment Terms: Payment schedule, accepted payment methods, and any deposit requirements

8. Standard Terms and Conditions: Essential terms governing the quotation and subsequent contract if accepted

Optional Sections

1. Project Team: Details of key personnel who will be involved in delivering the project, used for complex services or when requested by client

2. Quality Assurance: Description of quality control measures and standards, important for technical or regulated industries

3. Warranties: Specific warranties or guarantees offered beyond statutory requirements

4. Insurance Coverage: Details of relevant insurance policies, particularly important for high-risk or high-value projects

5. Assumptions and Prerequisites: List of assumptions made in preparing the quote and conditions that must be met by the client

6. Alternative Options: Presentation of different service levels or product options with varying price points

7. Value-Added Services: Additional services or benefits included in the proposal, used to enhance competitive advantage

Suggested Schedules

1. Detailed Specifications: Technical specifications, drawings, or detailed descriptions of products/services

2. Price Breakdown: Detailed cost analysis including materials, labor, and other components

3. Project Timeline: Detailed project schedule with milestones and dependencies

4. Terms and Conditions: Full version of standard terms and conditions if too lengthy for main document

5. Supporting Documentation: Relevant certificates, licenses, insurance documents, or case studies

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions





























Clauses


























Relevant Industries

Construction

Information Technology

Professional Services

Manufacturing

Engineering

Retail

Wholesale

Consulting

Healthcare

Education

Transportation

Real Estate

Telecommunications

Relevant Teams

Sales

Business Development

Commercial

Legal

Operations

Finance

Project Management

Procurement

Technical Services

Customer Service

Estimating

Contracts Administration

Relevant Roles

Sales Manager

Business Development Manager

Account Executive

Project Manager

Commercial Manager

Estimator

Procurement Manager

Contract Administrator

Operations Manager

Financial Controller

Legal Counsel

Business Analyst

Technical Specialist

Service Delivery Manager

Industries





Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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