CSLM | PRINT & SIGN SHOP QUOTE-INTAKE CHECKLIST
Free working template — reviewed September 10, 2026
https://ai.cslmllc.com/resources/print-sign-quote-intake

Use this in your own approved system. Do not upload confidential customer files
to a public demo. Adapt requirements to your product and shop process.

REQUEST DETAILS
[ ] Product/item and quantity (separate each different item)
[ ] Finished width x height, units and orientation
[ ] Indoor/outdoor use, location and intended duration
[ ] Requested material OR a clear request for the shop's recommendation
[ ] Artwork availability, format and version; who owns proof approval?
[ ] Printed sides, colors and finishing requirements (shop to verify)
[ ] Exact in-hand date; desired date is not a confirmed production promise
[ ] Pickup, delivery or installation; responsible contact and next action
[ ] Installation access, site survey or permit questions routed to a person

STOP AND CLARIFY
[ ] No units? Ask. Do not guess inches versus feet.
[ ] Conflicting quantity, size or date? Keep both values and ask which is correct.
[ ] Artwork available? Inspect the actual file; availability is not print readiness.
[ ] 'Same as last time'? Locate and confirm the approved specification/version.
[ ] Customer asks to bypass approval? It is not permission to send or produce.

HUMAN CHECKPOINT
[ ] Estimator confirmed requirements, feasibility and material suitability
[ ] Artwork/preflight, proof, finishing and schedule checked by the right people
[ ] Prices come only from an approved source, never an AI guess
[ ] Customer communication reviewed before sending
[ ] Quote approval and production authorization remain separate recorded decisions

ONE FOLLOW-UP DRAFT
Thanks for your request. Before our team prepares an estimate, could you confirm:
1. [Missing or conflicting specification]
2. [Missing or conflicting specification]
3. [Exact in-hand date and handoff details]
Our team will check artwork, suitability, production capacity and the next steps.
No price or production slot has been confirmed yet.

SMALL PILOT SCORECARD (leave unknown numbers blank)
Permissioned sample period/count: __________________
Baseline staff handling time: _____________________
Pilot staff handling + correction time: ___________
Correct fields / fields reviewed: _________________
Missing/conflicting details caught AND missed: ____
Unapproved sends or production actions: ___________ (none permitted)
Decision and owner: _______________________________ (keep / change / stop)

This is an intake aid, not print-production, engineering or legal approval.
Free 20-minute CSLM workflow review; no purchase required. Implementation and
third-party costs are quoted separately. No guaranteed savings or outcomes.
https://ai.cslmllc.com/free-ai-workflow-review