Audit Quotation Template

Goal: To simplify and facilitate document related business operation within the organization.
Quotations are a bunch of documents that contain a list of company’s product or services which are offered to its prospective client.  Very often, they serve as a reply to organizations that have raised the request after inspection, survey and assess their requirements.

The company always needs to create Quotation Template to meet the requirement. The Quotation Templates varied irrespective of business strategy and business type. While preparing Quotation Template, the following points need to keep in mind.

  1. Arrange the quotation in tabular form with the proper order of data required for a company.
  2. Keep spaces for all costs including miscellaneous cost. Keep space to tally the cost.
  3. Include your total rate of the project double checking your total costing.
  4. The quotation should have an identifier, such as a reference number, date, recipient, etc so that all records can archive or stored conveniently.
  5. Keep a row for each audit service you expect to perform, along with a costing column if required.



Quotation format for internal audit: Here is an example of a quotation format for internal audit of the XXXX Company regarding the individual performance of the team members. There is space for Company details, phone number, Email at the top. As the task is performance related, there is space for qualifications of individual staff. To keep record level of input from each grade nominated by the team a tabular representation has been set as follows:


Quotation format for external audit:  Here is an example of a quotation page for external audit service of ABC Company and XYZ Company. In the summary page which will be attached with the quote will carry if they are compliant or not. If anything is found against the criteria, their evaluation score, price and rank which is as follows:


Quotation format for audit service: The template should include date, addressee, subjects, eligibility criteria, and other information if any along with every detail. A well-formatted quotation template provides proper quotation idea and actual cost, transparency, delivery date, an actual picture of the future process.

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