Trading & distribution
A quotation review checklist before you press send
Check customer details, products, commercial terms and the generated document before sharing a quotation.
By EngageNet Team · 2 min read
Start with the correct customer
Confirm the customer name, contact and billing or delivery details relevant to the offer. Two contacts with similar names can belong to different companies or branches. Check the lead and customer record together before preparing the document. A correct price sent under the wrong company details still creates avoidable work for both teams.
Check every product line
Review the product description, unit, quantity and agreed rate. Look closely at similar variants and any manually edited descriptions. If the customer asked for a specific model, do not assume a generic description is enough. Compare the quotation with the latest requirement rather than relying on a previous order that may have different quantities.
Confirm commercial terms internally
Check discounts, applicable taxes and business terms with the person responsible for approving them. Do not change company pricing simply to make a quotation look attractive. Where availability or delivery timing is uncertain, clarify it before promising a date. This checklist is an operational review; your company remains responsible for its pricing and tax decisions.
Open the generated document
Preview the actual PDF or printable quotation, not just the entry screen. Check page breaks, long product descriptions, totals and the business contact details. Make sure the intended version is the one being shared. If you revise the quotation, explain the change clearly so the customer does not compare two documents without knowing which is current.
Connect sending with a next step
Use EngageNet to keep the quotation and lead context together according to your permissions. Record when the offer was discussed and agree a suitable follow-up with the customer. Sending the document is one step in the sale; the next action might be answering a specification question or confirming whether the quotation matches the requirement.