Blank required fields
Mistake #1: run the checklist before send.
Common mistakes
Stale template dates
Mistake #2: run the checklist before send.
Missing governing law/venue
Mistake #3: run the checklist before send.
Missing attachments
Mistake #4: run the checklist before send.
Unclear signing authority
Mistake #5: run the checklist before send.
Oversharing personal data
Mistake #6: run the checklist before send.
Fixes
Print the checklist
Read it aloud before send
Dual totals
Recalculate table and prose
Peer skim
Have someone else spend five minutes
Masking rules
Hide IDs and account numbers you do not need
Keep exploring
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💰
Quote / estimate
A priced offer before work starts — scope, validity window, and what is included or excluded.
Frequency 86 🧾Receipt
Proof that money changed hands — amount, method, parties, and what was bought.
Frequency 90 📓Meeting minutes
An official record of decisions and actions — attendees, motions, owners, and due dates.
Frequency 85 💡Business proposal
A structured pitch for work — problem, approach, timeline, team, and price.
Frequency 83 📦Purchase order
A buyer’s formal order to a supplier — SKUs, quantities, ship-to, and payment terms.
Frequency 80