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Software quotes · guide

What is an exclusions list in a software quote?

What an exclusions list is, why most software quotes leave it out, how it differs from assumptions, and a template you can ask any vendor to fill in.

Published 2 October 2026 · Pricient by IOanyT

The short answer

An exclusions list is the part of a software quote that states, in writing, what the price does not cover. It names the features that usually ride along unspoken — password reset, notifications, a second language — so neither side assumes them. A good one puts a price on each excluded item, so adding it later is a number rather than a negotiation.

Two lists, not one

Most software quotes are a single list: what will be built, and a price. An exclusions list adds a second one — what will not be built in this release. On a Pricient quote it is headed Not in this release.

The two lists together are the scope. Either one alone leaves a gap that someone fills with an assumption. The quote is defined by both lists.

Why most quotes leave it out

Writing down what you will not do feels like underselling, so it rarely gets written. The cost arrives later. Disputes on software projects come from surprise far more than from gaps — the buyer assumed something was included, the vendor assumed it was not, and neither had it in writing.

An exclusions list moves that conversation to before the contract, when it is cheap.

What you will typically see on one

The items that end up on an exclusions list are the ones people assume without saying. For example:

Not in this releaseWhy it gets assumed
Password resetEvery app you use has one
Notifications“Of course it tells me when something happens”
A second languageThe business serves more than one market
Single sign-on (SSO / SAML)The first enterprise customer asks for it
A native mobile appThe web app works on phones, so the app must be next
Offline modeUntil the first user loses signal

The specific items depend on the project. What matters is that they are named, one by one.

Exclusions are not assumptions

Both belong in a quote, and they do different jobs:

ExclusionsAssumptions
What it statesFeatures the price does not includeConditions the price rests on
Example“A second language is not in this release”“English only, under ten thousand users, you provide the content”
If it changesYou add the item — at its stated priceA broken assumption is a pre-agreed trigger to re-quote, not an argument

What a good exclusions list looks like

  1. Written — in the quote you sign, not in an email thread or a call.
  2. Specific — named features, never “anything not listed above”.
  3. Priced — each item carries the price to add it later.
  4. Signed with the quote — so it is part of the agreement, not a side note.

A template you can ask any vendor to fill in

Copy this into your next request for a quote:

Feature not in this releasePrice to add laterNotes

A vendor who can fill it in has thought about your scope. A vendor who cannot is leaving those decisions to be made after you have signed.

How Pricient handles it

Every Pricient quote ships with the Not in this release list, each item with its backlog price, alongside the assumptions register and a three-tier itemized price. You receive all of it before you pay anything, and the quote is locked for 14 days.

How a Pricient quote is built →

Questions

Asked about this

Is an exclusions list the same as "out of scope"?

It is the out-of-scope section done properly: written down, naming specific features instead of saying "anything not listed", and pricing each one so you know what adding it later costs.

Why should excluded items carry a price?

Because the item you left out today is often the one you ask for next month. With a price already on it, adding it is a number you can approve or not — not a negotiation that starts after the budget is spent.

What if a feature is on neither list?

Then the quote is ambiguous about it, and ambiguity is where disputes start. Ask before you sign. On a Pricient quote, a change you ask for is priced before you approve it — never discovered in an invoice.

Does a fixed-price quote need an exclusions list more than a time-and-materials one?

Yes. A fixed price is only as firm as the scope it names. Without the second list, "fixed" covers whatever each side happened to assume.

Defined by both lists

Describe your project. See what comes back.

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