Free Sales Pre-Closing Documentation Checklist

Documentation Checklist
Instructions: Please use this checklist to ensure all necessary documents are completed and submitted before the closing of the sale. This will facilitate a smooth transition and prevent any delays in the closing process.
Document Type | Status | Notes/Comments |
Signed Sales Agreement | ||
Client Information Form | ||
Product/Service Specifications Sheet | ||
Payment Plan Agreement | ||
Warranty and Return Policy | ||
Installation Schedule (if applicable) | ||
Training Schedule (if applicable) | ||
Post-Sale Support Agreement | ||
Confidentiality Agreement | ||
Regulatory Compliance Document | ||
Final Invoice |
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Ensure a smooth transition to closing with the Sales Pre-Closing Documentation Checklist Template from Template.net. This comprehensive checklist is fully editable and customizable, facilitating a thorough preparation for the closing phase. Organize and verify all necessary documents efficiently, all editable in our AI Editor tool. Streamline your sales process and minimize last-minute hurdles with Template.net.
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