SALES FORMAL QUOTE CHECKLIST

Please leave a mark on the boxes with a ✔ to verify if each essential component is included in your formal quote.

Quote Components

• Header with Company Logo

• Client Information

• Quote Number

• Date

• Validity Period

• Itemized Product/Service List

• Unit Price

• Quantity

• Subtotal

• Taxes and Fees

• Total Amount

• Payment Terms

• Contact Details

• Signature Field

Ensure that the formal quote has undergone the following review and approval processes.

Review and Approval

• Departmental Review

• Financial Review

• Legal Review

• Managerial Approval

Thank you for adhering to [Your Company Name]'s formal quote preparation process. Ensure all sections are completed and approved before sending the quote to the client.

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