Quick QUOTE

• Fill out all amounts in the same currency
• If the question does not apply to your business, write N/A (not applicable)

Sales History and Bad Debts (last 3 fiscal years) (Section 5):

• Net sales (excluding taxes) of the last 3 years and to date
• Net losses (excluding taxes) of the last 3 years and to date, less any salvage on the loss

Sales terms (Section 7):

• Sales terms for regular accounts: Terms that appear on your invoices
• Longest sales terms: Longest terms that appear on your invoices

Information on Key Accounts (Section 8):

• List of your 10 biggest clients (Canada, US and/or International)
• Complete address and telephone number (no postal boxes)
• Credit limit per client (highest credit on the account age given to a client within the last 12 months of the year. Adjust the limit if you plan to sell more or less)

Breakdown of Accounts (Section 10):

• The breakdown of the accounts table enables us to structure a contract that will be easy for you to manage and also appropriately cover your accounts
• The amounts required in the table are the highest exposure on the account age, per client, at one time and the sales numbers
• If you do not have the time to complete the breakdown of the accounts table, we can base ourselves on the account receivable aging that is the most representative of the year
  

Affiliated companies (Section 11):

• If your invoice is under the name of another legal entity and you wish to cover sales made by these affiliated companies, check “Yes” and fill in the information in Section 11
  

Credit management (Section 12):

• For the question “…exceptional payment terms,” if you offer your clients extended credit or dating, fill out the % of annual sales made under the dating terms, as well as the longest period between shipment and due date of the invoice