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Quoting

Provisional Sum

The short answer

A provisional sum is a placeholder figure for materials you can’t price exactly yet, written into the quote and settled up once the real cost is known — up or down.

What it means

Some materials can’t be priced to the dollar before they’re chosen — tile, fittings, or anything the client picks later. A provisional sum quotes a realistic placeholder instead of guessing, so the job has a number to start from.

It only works if both sides know it’s an allowance, not a promise. State the figure, state that the final cost may land above or below it, and true up the difference on the invoice once the real materials are bought — a credit if it came in under, an extra line if it came in over.

For example

You quote a bathroom retile with a $600 provisional sum for tiles. The client picks a tile that costs $740. You add the $140 difference to the final invoice, with the original allowance shown alongside it.

The mistake to avoid

Writing a provisional sum on the quote without saying out loud that it’s an estimate, not a cap — so the client hears a fixed number and is blindsided once the real tile costs more.

See also

Want this handled automatically?

BizBinder keeps quotes, invoices, deposits, and reminders in one binder, so using the right term is the least of it — the underlying habit runs itself.