MERCHANT DASH LLC · BUSINESS PREPARATION
Turn an equipment quote into a usable purchase file

Equipment purchase file
Use these prompts in a private working note. Keep the supporting documents in your approved business records system; this page does not collect your answers.

Use your own private records. Do not put account numbers, personal identifiers or confidential documents in this worksheet.

1. Item identity
Which model, configuration and condition does the seller actually quote?
Notes: ______________________________


2. Business and site
Which business is purchasing it, and where would it operate?
Notes: ______________________________


3. Included scope
Which accessories and services are included, optional or not yet specified?
Notes: ______________________________


4. Open item
What detail must the seller clarify, and who will follow up?
Notes: ______________________________


FINAL CHECK
The quote and your summary describe the same item, business and operating location.

This is a preparation worksheet, not an application or a funding decision.
All request services exclude FL and GA. Equipment requests also exclude CA, MO, ND and VT; staffing invoice and factoring requests also exclude MO. Restaurant, hospitality and repair-shop operating-request services also exclude CT, MO, TX and VA. Other program restrictions may apply.

Guide: https://merchant-dash.com/resources/turn-an-equipment-quote-into-a-usable-purchase-file