Sales Quick Quote Checklist
This Sales Quick Quote Checklist is a comprehensive guide to ensure you don’t miss any step when preparing a quick quote for your clients. Make sure to follow each section diligently to provide a complete and accurate quote.
Task | Description | Completed By | Status (Yes/No) | Notes |
|---|
Verify Client Name | Confirm the name of the individual or organization | Jonathan Wilkins (Sales Rep) | Yes | Verified from CRM |
Confirm Contact Details | Double-check email and phone number | | | |
| | Quote Details | | |
Itemization | List all items/services being quoted for | | | |
Pricing | Confirm pricing for all items/services | | | |
Expiry Date | Add an expiration date for the quote | | | |
Payment Terms | Clarify any payment terms like net 30, etc. | | | |
| | Review & Approval | | |
Internal Review | Have the quote reviewed internally | | | |
Manager Approval | Get approval from the sales manage | | | |
| | Dispatch | | |
Send to Client | Use the agreed-upon method (email, fax, etc.) | | | |
Follow-up | Plan and schedule a follow-up | | | |
Please make sure to update the status and notes as you complete each task.
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