Sales Quote Preparation Schedule
Company: [Your Company Name]
Quote ID: FTSQ2050-001
Prepared on: Date
Project Details:
Client: [Client Company Name]
Project: [Project Name]
Lead Sales Representative: [Your Name]
Task | Date | Responsible | Objective |
Project Kick-Off Meeting | [Date] | Sales Team, Technical Experts, Finance | Review project scope, gather technical specifications, discuss pricing. |
Initial Cost Assessment | [Date] | Finance Department | Estimate cost of materials, labor, and overhead for the project. |
Technical Specification Review | [Date] | Technical Experts | Ensure the proposed solution aligns with the client's requirements. |
Pricing Strategy Meeting | [Date] | Sales Team, Finance | Define pricing strategy, including profit margin and discounts. |
Quote Drafting | [Date] | Sales Team | Prepare a comprehensive sales quote with pricing details. |
Legal Review | [Date] | Legal Department | Ensure all legal aspects and terms are met in the proposal. |
Quote Approval | [Date] | Sales Team, Finance, Legal | Final review and approval of the sales quote. |
Client Presentation | [Date] | Lead Sales Representative | Present the sales quote to the client and address questions. |
Negotiation Period | [Date] | Sales Team | Engage in negotiations with the client to finalize terms. |
Final Proposal | [Date] | Sales Team | Prepare the final proposal with negotiated changes. |
Quote Submission | [Date] | Sales Team | Submit the final proposal to the client. |
Follow-Up and Feedback | [Date] | Lead Sales Representative | Gather client feedback and address remaining concerns. |
Contract Signing | [Date] | Legal Department | Review and finalize the contract for the project. |
Project Commencement | [Date] | Project Management Team | Initiate the project once the contract is signed. |
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