Sales Standard Quote Rubric

Customer name and contact details are accurate and complete.

Quote is addressed to the correct recipient.

Relevant customer account information is included.

Detailed description of the product or service offered.

Specification of quantity, size, or any variations.

Clear explanation of any add-ons or options available.

Clearly outlined itemized pricing for each product or service.

Transparency regarding any applicable taxes or fees.

Discounts or promotions are accurately applied and explained.

Payment methods are accepted and terms (e.g., net 30, prepayment) are specified.

Any deposit or down payment requirements are communicated.

Estimated delivery time or shipping details provided.

Shipping cost, if applicable, is clearly stated.

Information about returns or exchanges is included.

Clear and concise terms and conditions, including warranty information.

Any legal or compliance information is noted (e.g., GDPR, industry-specific regulations).

Terms regarding cancellation or modification of the order are specified.

Contact details for the sales representative or customer support are provided.

Information on how to reach out for concerns is included.

Proper formatting is consistent with company standards.

Free from grammatical or typographical errors.

Reflects a professional and customer-focused tone.