Free Sales Formal Quote Checklist Template
SALES FORMAL QUOTE CHECKLIST
Please leave a mark on the boxes with a ✔ to verify if each essential component is included in your formal quote.
Quote Components
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Header with Company Logo
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Client Information
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Quote Number
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Date
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Validity Period
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Itemized Product/Service List
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Unit Price
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Quantity
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Subtotal
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Taxes and Fees
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Total Amount
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Payment Terms
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Contact Details
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Signature Field
Ensure that the formal quote has undergone the following review and approval processes.
Review and Approval
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Departmental Review
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Financial Review
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Legal Review
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Managerial Approval
Thank you for adhering to [Your Company Name]'s formal quote preparation process. Ensure all sections are completed and approved before sending the quote to the client.
