Sales Contract Review Checklist ( SALESANDMARKETING )

This checklist ensures that all necessary elements of a sales contract are reviewed and approved before finalization, minimizing the risk of errors or omissions.

• Ensure Correct Client Information

  Verify that all client names, addresses, and contact details are accurate and up-to-date.

• Review Product/Service Details

  Check that all descriptions of products or services included in the contract are clear and match what was agreed upon.

• Confirm Pricing and Payment Terms

  Ensure that pricing is correct as per the agreement, and payment terms are clearly outlined, including due dates and methods of payment.

• Check for Legal Compliance

  Review the contract for compliance with applicable laws and regulations to avoid legal issues.

• Include Terms of Termination

  Make sure the contract includes clear terms regarding termination by either party, including any notice periods required.

• Obtain Necessary Approvals

  Ensure that the contract has been reviewed and approved by all necessary stakeholders, including legal, finance, and management.

• Prepare for Client Signature

  Confirm that the contract is ready for the client’s signature, including any required signatures from your side.

• Store and Distribute Approved Copy

  Once signed, store the contract in a designated location and distribute copies to all relevant parties.