This checklist ensures that all necessary elements of a sales contract are reviewed and approved before finalization, minimizing the risk of errors or omissions.
Verify that all client names, addresses, and contact details are accurate and up-to-date.
Check that all descriptions of products or services included in the contract are clear and match what was agreed upon.
Ensure that pricing is correct as per the agreement, and payment terms are clearly outlined, including due dates and methods of payment.
Review the contract for compliance with applicable laws and regulations to avoid legal issues.
Make sure the contract includes clear terms regarding termination by either party, including any notice periods required.
Ensure that the contract has been reviewed and approved by all necessary stakeholders, including legal, finance, and management.
Confirm that the contract is ready for the client’s signature, including any required signatures from your side.
Once signed, store the contract in a designated location and distribute copies to all relevant parties.