Free Sales Quote Preparation Schedule Template
Sales Quote Preparation Schedule
Company: [Your Company Name]
Quote ID: FTSQ2050-001
Prepared on: Date
Project Details:
Client: [Client Company Name]
Project: [Project Name]
Lead Sales Representative: [Your Name]
|
Task |
Date |
Responsible |
Objective |
|
Project Kick-Off Meeting |
[Date] |
Sales Team, Technical Experts, Finance |
Review project scope, gather technical specifications, discuss pricing. |
|
Initial Cost Assessment |
[Date] |
Finance Department |
Estimate cost of materials, labor, and overhead for the project. |
|
Technical Specification Review |
[Date] |
Technical Experts |
Ensure the proposed solution aligns with the client's requirements. |
|
Pricing Strategy Meeting |
[Date] |
Sales Team, Finance |
Define pricing strategy, including profit margin and discounts. |
|
Quote Drafting |
[Date] |
Sales Team |
Prepare a comprehensive sales quote with pricing details. |
|
Legal Review |
[Date] |
Legal Department |
Ensure all legal aspects and terms are met in the proposal. |
|
Quote Approval |
[Date] |
Sales Team, Finance, Legal |
Final review and approval of the sales quote. |
|
Client Presentation |
[Date] |
Lead Sales Representative |
Present the sales quote to the client and address questions. |
|
Negotiation Period |
[Date] |
Sales Team |
Engage in negotiations with the client to finalize terms. |
|
Final Proposal |
[Date] |
Sales Team |
Prepare the final proposal with negotiated changes. |
|
Quote Submission |
[Date] |
Sales Team |
Submit the final proposal to the client. |
|
Follow-Up and Feedback |
[Date] |
Lead Sales Representative |
Gather client feedback and address remaining concerns. |
|
Contract Signing |
[Date] |
Legal Department |
Review and finalize the contract for the project. |
|
Project Commencement |
[Date] |
Project Management Team |
Initiate the project once the contract is signed. |
