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