Blank editorial worksheet · N10026-028

Over-budget quote close card

One card covers one quote. The same fields are in the blank CSV register, and the close map shows the order.

Local blank template. No submit action, no saving, no example creator, rate or result. Keep quotes and messages in your own workspace. This is an editorial method, not legal advice.

A. Record the quote

Quote received (date, time, time zone) and channel

Creator or manager who sent it

Quote figure and currency, as written

Scope lines the quote covers, as written

Did the creator state the figure as final?

B. State your limit and choose

Which of your limits is it?

The limit in one true sentence

Record that supports it (name, date)

Who confirmed it, and when

Decision

If not countering: why no scope you can write down fits

C. Draft the four-line close

Line 1. Thanks, for something specific you read or received

Line 2. The true reason, stated as your limit

Line 3. What is closed (this scope, at this figure, for this project)

Line 4. Optional present-tense invitation, or write “none”

If line 4 is used: who reads and answers a reply

D. Check, send and log

Every sentence checked against a record you hold?

Sent at (date, time, time zone) and channel

Creator reply, pasted as written

Reply read and answered by, and when

Promises the close contains, and who will honor each