This checklist outlines the essential steps to create and send a sales quotation to potential clients, ensuring all necessary information is included for accurate pricing and service descriptions.
Collect all necessary information from the client regarding their needs, including product specifications, quantities, and any special requests.
Investigate current pricing for the products or services to be quoted, including any discounts or promotions that may apply.
Create the initial draft of the quotation, including client details, itemized pricing, terms of service, and validity period.
Check the quotation for any errors in pricing, descriptions, or terms before finalizing it.
Send the draft quotation to relevant managers or departments for approval, making necessary adjustments based on feedback.
Email the finalized quotation to the client and ensure they acknowledge receipt.
Contact the client a few days after sending the quotation to address any questions and gauge their interest.
Record the details of the sent quotation in the Customer Relationship Management system for tracking and future reference.