Write a route for visitors who need a fee estimate

What to change

Explain what the team needs to scope the request and when the visitor receives a quotation. Keep the initial request focused on purpose and logistics rather than unnecessary personal detail.

A worked example

Illustrative example

Someone asks for a report for a specific organisation. The page asks them to describe the requested document and gives the team a route to confirm scope, price and any further requirements.

How to check the result

The visitor knows how to obtain a meaningful figure and whether they have committed to a charge.

A mistake to avoid

Do not turn a request for an estimate into an apparent paid booking without making that change explicit.

Your action checklist

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to recordIdentify the few non-sensitive details needed to distinguish the requested service or document.State whether the estimate is provisional and what information is needed to confirm it.Explain how the person accepts the quotation before the practice schedules chargeable work.

Evidence, open questions and decisionsNext action and responsible role

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