Sales Standard Quote Rubric
Sales Standard Quote Rubric
Our Sales Standard Quote Rubric serves as a comprehensive tool to ensure that every quote we provide to our valued customers meets the highest standards of accuracy, professionalism, and completeness.
Customer Information (10 points)
|
|
Customer name and contact details are accurate and complete. |
|
|
Quote is addressed to the correct recipient. |
|
|
Relevant customer account information is included. |
Product/Service Details (15 points)
|
|
Detailed description of the product or service offered. |
|
|
Specification of quantity, size, or any variations. |
|
|
Clear explanation of any add-ons or options available. |
Pricing And Discounts (20 points)
|
|
Clearly outlined itemized pricing for each product or service. |
|
|
Transparency regarding any applicable taxes or fees. |
|
|
Discounts or promotions are accurately applied and explained. |
Payment Terms (10 points)
|
|
Payment methods are accepted and terms (e.g., net 30, prepayment) are specified. |
|
|
Any deposit or down payment requirements are communicated. |
Delivery/Shipping (10 points)
|
|
Estimated delivery time or shipping details provided. |
|
|
Shipping cost, if applicable, is clearly stated. |
|
|
Information about returns or exchanges is included. |
Terms And Conditions (15 points)
|
|
Clear and concise terms and conditions, including warranty information. |
|
|
Any legal or compliance information is noted (e.g., GDPR, industry-specific regulations). |
|
|
Terms regarding cancellation or modification of the order are specified. |
Contact Information (5 points)
|
|
Contact details for the sales representative or customer support are provided. |
|
|
Information on how to reach out for concerns is included. |
Professionalism (15 points)
|
|
Proper formatting is consistent with company standards. |
|
|
Free from grammatical or typographical errors. |
|
|
Reflects a professional and customer-focused tone. |
