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Penetration Test Requirements Before Requesting a Quote

A guide to clarifying scope, asset counts, the test window, the access model and reporting expectations before requesting a penetration test quote.

Published by: AnatoliaCore Technical Editorial Team

An Input Set for Comparable Quotes

All candidates should receive the same scope document with the same date and version number. Totals received before the open questions and assumptions in the document are answered may not represent the same work.

The scope of a quote must cover more than the asset count: the test type, environment, user roles/functions, authenticated or unauthenticated access, test window, prohibited techniques, report language and retest expectations all change the effort.

Asset Type, Count and Test Depth

“One application” or “one network” is not a unit of effort. The number of functions and roles, the API surface, the need for authenticated testing, the IP scope, the environment and manual validation expectations should be shown on separate quote lines.

For web, write down roles, functions and API endpoints alongside URLs; for networks, internal/external location and authenticated scanning alongside IP ranges; for cloud, accounts/subscriptions and permission levels. Third-party assets and out-of-scope items are listed separately.

ROE and Exclusions in the Quote Annex

The ROE is not just a list of prohibited techniques; it also defines when the test will be stopped and who makes that call. Written permission or an explicit exclusion should be required for third-party assets, production data and service disruption risk.

Active testing limits, exclusions such as DoS, social engineering or data exfiltration, the production window, emergency stop, source IPs and the communication model are included in the quote annex. That way price differences are not judged by the total alone.

Quote scope comparison checklist

The table below summarizes the key checks for comparing assets, test method, limits and deliverables across different quotes at the same level of scope:

Control AreaExpected Output
AssetType, count, roles/functions and environment
MethodAuthentication, manual validation and test type
LimitsROE, exclusions, window and emergency contact
DeliverablesReport, workshop, retest and data handling

Deliverable, Workshop and Retest Terms

A report name alone does not describe what will be delivered. The format of finding evidence, risk rationale, reproduction details, remediation guidance, the executive summary and the retest output should each be stated in the quote.

The technical report, executive summary, findings presentation, remediation meeting and retest are separate deliverables. If a retest is included, its scope, timing and closure criteria are written down; it is not assumed to be part of the service automatically.

Comparing Quotes at the Same Scope

When comparing two quotes, put the asset/function, access, manual validation, test window, exclusions, report and retest lines side by side. Instead of making assumptions about a missing line, get written clarification from the bidder.

Related Service Pages

To turn this guide into a project, review the service pages below.

Technology Perspective

Palo Alto Networks product families, use cases and technology selection considerations are covered on our related technology page.

Palo Alto Networks Details

Quote and Contact

You can schedule a technical pre-assessment call to scope the work for your organization.