Quote Send Readiness Check

Check a quote's lines, total and expiry before it goes to the buyer. Preparation only, not an account action.

What to provide

The quote lines, the recorded total and the expiry date against the quoting policy.

How it works

1. Record each line amount.
2. Recompute the total as the sum of the lines.
3. Compare the recomputed total with the recorded total.
4. Check the expiry window against policy and return the result without sending.

The output

quote | lines_total | total_recomputed | total_recorded | expiry_days | policy_days | verdict

Worked fictional example

Fictional quote had lines of 400, 600 and 250 summing to 1,250 against a recorded 1,250, and an expiry of 14 days within a 30-day policy: totals match and expiry is in policy.

Checks and limits

Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

More sales workflows · How-to guides

Method: reviewed source. Demand lead: Documented sales workflow need from the reviewed source; not measured exact intent. Site impressions are not monthly volumes; exact topic volume is unmeasured. Checked October 27, 2026.