State purpose and deadline in one line
Date the filename so drafts do not collide.
Steps
Collect the required-field list
Date the filename so drafts do not collide.
Fill facts and numbers first
Date the filename so drafts do not collide.
Polish the ask
Date the filename so drafts do not collide.
Prepare attachments and signature
Date the filename so drafts do not collide.
Freeze a version and submit
Date the filename so drafts do not collide.
Tips
Normalise commas and currency symbols
Small format errors cause most rejections.
Prefer clear subjects over vague passives
Small format errors cause most rejections.
Clear required boxes first
Small format errors cause most rejections.
Mask personal data before sharing copies
Small format errors cause most rejections.
Keep PDF and editable source together
Small format errors cause most rejections.
Checklist
- Party spelling
- Date format
- Totals and tax
- Signature block
- Attachment count
- Reachable email/phone