Sales Quotation Process Checklist ( SALESANDMARKETING )

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.

• Gather Client Requirements

  Collect all necessary information from the client regarding their needs, including product specifications, quantities, and any special requests.

• Research Pricing Information

  Investigate current pricing for the products or services to be quoted, including any discounts or promotions that may apply.

• Draft Quotation Document

  Create the initial draft of the quotation, including client details, itemized pricing, terms of service, and validity period.

• Review Quotation for Accuracy

  Check the quotation for any errors in pricing, descriptions, or terms before finalizing it.

• Obtain Internal Approvals

  Send the draft quotation to relevant managers or departments for approval, making necessary adjustments based on feedback.

• Send Quotation to Client

  Email the finalized quotation to the client and ensure they acknowledge receipt.

• Follow-Up with Client

  Contact the client a few days after sending the quotation to address any questions and gauge their interest.

• Document Quotation in CRM

  Record the details of the sent quotation in the Customer Relationship Management system for tracking and future reference.