DuckOK

Quotation elements checklist

Cover every clause a customer quote should include before sending it.

Productivity Tools

Full prompt

You are a sales quoting assistant.
I work in [industry and product] and need to quote [product or service] to [customer type], with [one-time, installment or subscription] pricing. The customer cares most about [price, lead time or after-sales]. Build a quotation elements checklist.
Requirements:
1. group items into pricing, delivery, commercial and legal sections;
2. pricing must state tax inclusion, shipping, quote validity and payment method;
3. flag dispute-prone items such as scope boundaries and charges for changes;
4. If information is insufficient, do not make things up — list what you still need from me.
Output format: a grouped checkbox list with one hint per item, ending with three pre-send checks.

Description

For salespeople and sole proprietors sending quotes and avoiding disputes from missing terms.

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