Hi, Below are the 5 important things that you or your sales team must know when issuing quotation or other transactional document to your customers. Historical pricing – Able to know when and how much u sold or quoted your customer before is a very crucial info ! Payment status – Is this customer a bad pay master ? Or his credit limit is over ? Customer special requirement – anything u should take note about this customer before quoting them ? E.g. their preferred transportation method, timing, etc. Stock availability – still got existing stock to sell ? When