Free Sales Quick Quote Checklist Template
Sales Quick Quote Checklist
This Sales Quick Quote Checklist is a comprehensive guide to ensure you don’t miss any step when preparing a quick quote for your clients. Make sure to follow each section diligently to provide a complete and accurate quote.
Task |
Description |
Completed By |
Status (Yes/No) |
Notes |
---|---|---|---|---|
Verify Client Name |
Confirm the name of the individual or organization |
Jonathan Wilkins (Sales Rep) |
Yes |
Verified from CRM |
Confirm Contact Details |
Double-check email and phone number |
|||
Quote Details |
||||
Itemization |
List all items/services being quoted for |
|||
Pricing |
Confirm pricing for all items/services |
|||
Expiry Date |
Add an expiration date for the quote |
|||
Payment Terms |
Clarify any payment terms like net 30, etc. |
|||
Review & Approval |
||||
Internal Review |
Have the quote reviewed internally |
|||
Manager Approval |
Get approval from the sales manage |
|||
Dispatch |
||||
Send to Client |
Use the agreed-upon method (email, fax, etc.) |
|||
Follow-up |
Plan and schedule a follow-up |
Please make sure to update the status and notes as you complete each task.