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Software quotation checklist: what to include before you sign

A software quotation checklist: the scope, price, deadline, ownership, reviews and support to check before you sign, so there are no surprises.

  • 1 October 2026
  • 5 min read
  • Dragon Hill Technology

A software quotation is more than a price. It sets expectations for scope, timeline, ownership and how you’ll work together. Before you sign, check it covers these points.

The checklist

1. The problem and the goal

The quote should describe the business problem it solves and what success looks like, not just a list of features.

2. A clear scope

What’s included, and just as important, what isn’t. Vague scope is the most common cause of disputes.

3. Price, in writing

Is it fixed or estimated? Does it include GST? Is it split into stages with a price for each?

4. Deadline and milestones

A launch date and the key milestones along the way.

5. How progress is shared

How often will you see working progress? We recommend a review meeting every two weeks; see how agile two-week sprints keep a project on track.

6. How changes are handled

What happens when you want something different halfway through?

7. Ownership

You should own the code, designs, content and accounts once paid for. Make sure it’s written down.

8. Hosting and running costs

Ongoing costs for hosting, licences and third-party services, so there are no surprises later.

9. Support after launch

Is there a warranty period? What does ongoing support cost?

10. Security and data

Where your data is stored, who can access it and how it’s backed up. If AI is involved, read is your data safe with AI?.

Red flags

  • No written scope, just a total price.
  • No mention of who owns the code.
  • No regular progress reviews.
  • Every change “to be quoted” with no process.

Want a quotation that ticks every box? Ours include scope, price and deadline in writing, two-weekly reviews and full ownership. Request a free quotation or read how we work. For bespoke systems, see custom software development.

FAQ

Questions and answers

Straight answers to the questions we hear most. Can’t see yours? Ask us directly.

Still have questions?Talk to the people who build your project.
Should a software quote be fixed price?

For a clearly defined scope, a fixed price agreed in writing gives you certainty. For larger projects, a fixed price per stage works well.

Who should own the code?

You should. The quotation or agreement should state that you own the code, designs and accounts once paid for.

What happens if we need changes during the project?

A good quotation explains how changes are handled: small changes fit into the next sprint, and bigger ones are agreed in writing, including any effect on price or deadline.

Let’s talk

Tell us what’s slowing your business down

Book a free 30-minute scoping call. We’ll listen, suggest the fix, and send a clear quotation in writing.

Or email us at info@dragonhill.ai
What happens next
  1. 1. Tell us the problemA real person replies quickly.
  2. 2. Free 30-minute callWe suggest the simplest fix.
  3. 3. Quotation in writingScope, price and deadline agreed first.
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