Pricing Handoff Checklist
Use this form to ensure all key information is captured and communicated during a pricing handoff. Please complete each section to facilitate a smooth workflow.
Project or Client Name
*
Handoff Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Pricing Owner
*
Summary of Pricing Details
*
Special Terms or Conditions
Approval Status
*
Approved
Pending
Needs Revision
Checklist: Key Handoff Items
Pricing model explained
Discounts or promotions noted
Contract terms reviewed
Stakeholders informed
Next steps assigned
Assigned To (Next Step Owner)
Additional Notes
Submit Checklist
Should be Empty: