# What to check in a quote before sending it to a client A quote often combines a price list, an estimate and promises made in several conversations. Before sending it, compare the finished document with those sources and resolve the items that do not match. Canonical: https://areinum.com/guides/quote-preflight-check/ Language: en Updated: 2026-10-31 ## Check the work the quote describes Confirm the customer, deliverables, quantities, units, exclusions and revision limits against the source your business treats as authoritative. A line that sounds close can still promise two deliverables when the agreed brief names one. If the source is unclear, ask the account owner before adding a more specific promise. Keep a link to the relevant proposal, order note or confirmed change beside the check. ## Check the numbers, dates and conditions Compare each price with the approved price-list version. Check the currency, quantity, billing period and arithmetic. If the quote includes a discount, locate the decision that covers this quote and its terms. Check the validity period, payment schedule and delivery date. A proposed date remains a proposal until the person responsible for capacity confirms it. For each other promise, note the owner and any condition that must happen first. 1. Identify the approved scope and price sources. 2. Compare each material line and record the evidence or question. 3. Keep the quote in draft until the responsible reviewer clears required holds. ## Why the fictional Oakfield quote stays in draft Oakfield Studio and quote Q-1042 are fictional. The quote lists two landing pages, while the approved brief lists one. Its USD 2,400 price matches the sample price list, but a five percent reduction has no recorded approval and the proposed delivery date has no capacity confirmation. The team needs to correct or resolve the scope, remove or approve the reduction, and confirm the date before sending. The original checklist preserves the sample payment terms and all five checks. ## Make the final review traceable Use simple outcomes such as verified, needs clarification and not applicable. Beside a verified item, record the source. For a hold, name the person who will resolve it and the question they need to answer. Record who completed the review and when. If the quote changes afterward, repeat the checks for the changed lines; the earlier review does not cover a new price, date or scope. ## Prepare the preflight with Areinum Give Areinum Assistant the draft quote and relevant references, then ask for a comparison and a list of missing decisions. A responsible reviewer checks the comparison and decides when the quote is ready to send. ## Questions you may have ### Can I send the quote while a discount approval is pending? Keep the affected quote in draft until the required decision is recorded, or remove the unapproved discount. ### What if the delivery date is only an estimate? Describe it as an estimate and confirm capacity before presenting it as a commitment. ### Do I need to repeat the whole check after an edit? At least recheck the changed lines and any terms affected by them. Record the new review against the revised quote. ## Sources and further reading - [Set up quote approvals](https://knowledge.hubspot.com/quotes/set-up-quote-approvals): HubSpot describes conditional quote approvals, including discount-related conditions, and approval roles. The complete preflight here is a manual checklist. The documentation concerns HubSpot's product and stated subscriptions; it does not establish an Areinum quote feature. HubSpot documents standard and advanced quote approvals using property-based conditions, including discount-related conditions, and describes approval roles and requirements. The article documents HubSpot quote approvals and states its product and subscription context. It does not validate this full manual checklist, market demand, or an Areinum quote feature. (2026-10-18) Download the original worksheet: https://areinum.com/guides/quote-preflight-check/quote-preflight-checklist.csv ## Quote preflight checklist Oakfield Studio, quote Q-1042, prices, dates, and proposal records are fictional. | Quote ID | Check item | Quote value | Approved reference | Status | Evidence or next action | | --- | --- | --- | --- | --- | --- | | Fictional Q-1042 | Deliverable count | Two landing pages | One landing page in approved brief v2 | Needs clarification | Correct the quote to match the approved scope | | Fictional Q-1042 | Price reference | $2400 USD | Fictional price list PL-02, $2400 USD | Verified | Record the approved price list version | | Fictional Q-1042 | Discount | Five percent reduction | No approval record found | Needs clarification | Remove the discount or obtain the required written decision | | Fictional Q-1042 | Delivery date | 2026-11-20 | No capacity confirmation found | Needs clarification | Ask the delivery owner to confirm before promising the date | | Fictional Q-1042 | Payment terms | 50 percent at start, 50 percent on approval | Fictional proposal v2 | Verified | Keep the quote aligned with the proposal | 1. Use one row per check item and make the quote ID easy to match to the document. 2. Choose verified only when the quote and cited reference agree. Use needs clarification when evidence or authority is missing. 3. Hold the quote while a required check remains unresolved. Do not treat silence as approval. 4. All customers, prices, quote values, and dates are fictional. ### Limits of this method - The selected research class is H. The source documents an adjacent quote approval mechanism, while this completeness checklist is an editorial method. - A source reference can show what was agreed, but it does not replace the person authorized to resolve conflicting scope or pricing. - No legal or tax review is provided. The checklist is an operational cross-check, not professional advice. ## Related reading - [How to define who can approve a discount exception](https://areinum.com/guides/discount-exception-approval-rules/) - [How to resolve conflicting versions of your price list](https://areinum.com/guides/conflicting-price-list-versions/) Explore the demo: https://platform.areinum.com/ The demo is in English. Access may need to be arranged.