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.

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