Check the brief and physical contents
Compare the presentation with the current client brief: occasion, audience, quantity, city, timing and preferred direction. Verify each selected SKU and the number of units inside a set. Remove rejected products that may have survived in an earlier concept. Check whether a custom item is labelled as a concept and whether packaging fit is confirmed or still pending. An attractive image should not hide a mismatch between the pictured set and the written contents.
Check the numbers and status labels
Confirm currency, quantity basis and each option’s separate estimate. If you applied a percentage adjustment to product prices, inspect the resulting unit prices and ensure packaging and quantities retain their intended treatment. Keep unknown costs pending rather than zero. Identify the proposal as a planning estimate, and distinguish visual concept approval from production approval. These checks are particularly useful when an account manager, designer and estimator have each worked on different parts of the project.
A hypothetical final review
Before sending a proposal for 180 workshop kits, an agency reviewer finds that the PDF still shows 150 sets while the private project has been updated. The reviewer also notices that a removed accessory remains in a mockup. Correct the relevant content, regenerate the required output and inspect the shared view again. Then send a concise request for the client’s preferred option and any specific unresolved decision. A second person’s focused review often catches inconsistencies the editor overlooks.
Run one final reader test
Ask a colleague who did not edit the latest version to answer three questions from the presentation alone: what is being proposed, what is the known estimated scope, and what decision is required next? If any answer depends on private context, improve the client-facing explanation. This test is especially effective for print houses and agencies balancing multiple revisions. Finish by confirming the correct recipient and attachment or shared view in your own sending process. A clear proposal sent in the wrong version can undo an otherwise careful preparation effort.
Before you move forward
- Match the current brief and selected products.
- Reconcile quantities, prices and pending costs.
- Verify mockups and packaging status.
- Inspect the current PDF and read-only shared view.
- State the next decision and its owner.
Common questions
Who should do the final review?
Ideally someone who understands the brief and can inspect the complete client-facing result. The editor can prepare it, but an additional focused review is helpful when several revisions occurred.
Does sending the presentation authorise production?
No. State the decision requested and obtain the appropriate formal quotation and production approvals before the project moves into manufacture.
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