Free Sales Quote Revision Minute Template
Sales Quote Revision Minute
Date: [Month Day, Year]
Meeting Attendees:
[Your Name] [ Your Job Title]
[Name] [Job Title]
[Name] [Job Title]
[Name] [Job Title]
Meeting Location: Virtual Meeting
Meeting Objective: Discuss and finalize revisions to the sales quote for [Client Name].
1. Meeting Agenda:
1.1 Review of Previous Minutes:
Minutes from the last meeting on [Month Day, Year], were reviewed and approved.
1.2 Client's Requirements:
[Client Name] requires the following modifications to the sales quote:
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Item 1: |
Increase quantity of [Widget Name] from 100 to 150 units. |
|
Item 2: |
Include optional add-on [Feature Name] in the quote. |
|
Item 3: |
Extend the warranty period to 3 years. |
|
Item 4: |
Offer a 5% discount for a bulk order of 200 units. |
1.3 Pricing and Terms:
The pricing and payment terms were discussed as follows:
Unit price for [Widget Name] remains unchanged at $50 per unit.
Price for [Feature Name] is $100 per unit.
Warranty extension cost is $20 per unit.
Bulk order discount of 5% approved.
Payment terms: 30% upfront, 70% upon delivery.
1.4 Delivery Schedule:
[Name] [Job Title] to coordinate with logistics to ensure on-time delivery.
Delivery date set for [Month Day, Year], to align with client's requirements.
1.5 Additional Notes:
[Name] [Job Title] mentioned that [Widget Name] stock is limited. Ensure availability for the revised quantity.
[Name] [Job Title] to update the quote document with revisions and send it to [Client Name] for approval.
2. Action Items:
Based on the topics discussed during the meeting, the following action items were assigned:
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[Your Name]: Update the sales quote document according to the discussed revisions.
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[Name] [Job Title]: Coordinate with logistics for timely delivery.
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[Name] [Job Title]: Ensure stock availability for [Widget Name].
3. Next Meeting:
Date: [Date]
Agenda: Scheduled for [Month Day Year], to review the revised sales quote with [Client Name].
