Free Sales Pre-Closing Documentation Checklist Template
Sales Pre-Closing
Documentation Checklist
Instructions: Please use this checklist to ensure all necessary documents are completed and submitted before the closing of the sale. This will facilitate a smooth transition and prevent any delays in the closing process.
|
Document Type |
Status |
Notes/Comments |
|
Signed Sales Agreement |
|
|
|
Client Information Form |
|
|
|
Product/Service Specifications Sheet |
|
|
|
Payment Plan Agreement |
|
|
|
Warranty and Return Policy |
|
|
|
Installation Schedule (if applicable) |
|
|
|
Training Schedule (if applicable) |
|
|
|
Post-Sale Support Agreement |
|
|
|
Confidentiality Agreement |
|
|
|
Regulatory Compliance Document |
|
|
|
Final Invoice |
|
