Sales Standard Quote Rubric
Our Sales Standard Quote Rubric serves as a comprehensive tool to ensure that every quote we provide to our valued customers meets the highest standards of accuracy, professionalism, and completeness.
Customer Information (10 points)
| Customer name and contact details are accurate and complete. |
| Quote is addressed to the correct recipient. |
| Relevant customer account information is included. |
Product/Service Details (15 points)
| Detailed description of the product or service offered. |
| Specification of quantity, size, or any variations. |
| Clear explanation of any add-ons or options available. |
Pricing And Discounts (20 points)
| 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 Terms (10 points)
| Payment methods are accepted and terms (e.g., net 30, prepayment) are specified. |
| Any deposit or down payment requirements are communicated. |
Delivery/Shipping (10 points)
| Estimated delivery time or shipping details provided. |
| Shipping cost, if applicable, is clearly stated. |
| Information about returns or exchanges is included. |
Terms And Conditions (15 points)
| 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 Information (5 points)
| Contact details for the sales representative or customer support are provided. |
| Information on how to reach out for concerns is included. |
Professionalism (15 points)
| Proper formatting is consistent with company standards. |
| Free from grammatical or typographical errors. |
| Reflects a professional and customer-focused tone. |
Sales Templates @Template.net
