Sales Quick Quote Checklist
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 |
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|
Quote Details |
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|
Itemization |
List all items/services being quoted for |
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|
Pricing |
Confirm pricing for all items/services |
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|
Expiry Date |
Add an expiration date for the quote |
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|
Payment Terms |
Clarify any payment terms like net 30, etc. |
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|
Review & Approval |
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|
Internal Review |
Have the quote reviewed internally |
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|
Manager Approval |
Get approval from the sales manage |
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|
Dispatch |
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|
Send to Client |
Use the agreed-upon method (email, fax, etc.) |
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|
Follow-up |
Plan and schedule a follow-up |
Please make sure to update the status and notes as you complete each task.
