Sales Quote Approval SOP

Standard procedure for reviewing, routing, approving, and documenting sales quotes, including threshold-based approvals and contract addendum handling.

Steps

• The sales representative verifies the quote request details
• The sales representative checks the quote for completeness and accuracy
• The sales representative identifies any approval thresholds or exceptions
• The sales representative routes the quote to the required approver(s)
• The approver reviews the quote against pricing and policy requirements
• The approver approves, rejects, or requests revision
• The sales representative issues the approved quote to the customer
• The sales representative revises the quote and resubmits it for approval
• The sales representative routes contract addendums for legal or management review
• The sales representative documents the final approval record