Template

Sales and Estimating Audit Checklist for ISO 9001

by Michael Robertson, from the Community

10+

Langfields internal audit checklist for Sales and Estimating aligns with ISO 9001 requirements for products and services. It guides reviewers to verify customer communication, determination and review of requirements, and control of changes. Tasks include checking enquiry allocation in IGRIS, creation of digital folders, quotation content and status, and contract reviews against tender documents. It also confirms PED and PESR compliance, payment terms, provision of specification sheets, and interviews with estimators to ensure process awareness.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions .

Template

ISO 9001 Internal Audit 7 - Support Checklist

Use this ISO 9001:2015 Section 7 internal audit checklist to review and record how your organization supports its quality management system. Assess resources and measurement traceability, employee competence and awareness, internal and external communication, and the creation and control of documented information. Capture evidence for conformity and nonconformity, verify document control procedures and record matrices, and confirm calibration requirements. Assign actions for nonconformities and sign off to complete the audit.

by James Tononcelli, from the Community

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Template

ISO 9001 Clause 8 Internal Audit Checklist

This internal audit checklist helps evaluate compliance with ISO 9001 2015 Clause 8 across operations. Use it to review planning and control of processes, customer communication and requirements, design and development inputs, controls, outputs and changes, control of externally provided processes and suppliers, production and service provision, identification and traceability, preservation, post delivery activities, release of products and services, and control of nonconforming outputs. Capture evidence of conformity and nonconformity, assign corrective actions to owners, and record sign off to close findings.

by James Tononcelli, from the Community

10+

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Template

ISO 9001 Section 8 Internal Audit Operation

Audit your operations against ISO 9001 Section 8 with a practical checklist covering customer communication and requirements, operational planning and control, changes to requirements, control of externally provided processes, production and service provision, identification and traceability, preservation and post delivery activities, product and service release, and control of nonconforming outputs. Record evidence of conformity, capture issues, assign corrective actions and NCRs, and maintain documented records suitable for manufacturing and engineering teams.

by James Tononcelli, from the Community

10+

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Template

ISO 9001 Audit Checklist

Use this ISO 9001 audit checklist to evaluate your quality management system against ISO 9001 requirements. Review documentation and records, management commitment, customer focus, quality policy and planning, roles and communication, and management review inputs and outputs. Assess resource management, human resources and training, infrastructure, and work environment. Audit product realization including requirements, design and development, purchasing, production and service provision, and monitoring and measurement. Record nonconformities, data analysis, and continual improvement actions including corrective and preventive actions.

by Bill Henry, from the Community

100+

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Template

ISO 9001:2015 Audit Checklist (Sample)

Use this comprehensive ISO 9001:2015 audit checklist to evaluate your Quality Management System for compliance. The checklist guides internal auditors through key ISO clauses, covering organizational context, leadership and policy, planning and risk, support and resources, competence and awareness, documented information control, operational planning and control, design and development, external provider management, production and service provision, identification and traceability, preservation and post‑delivery, change control, release of products and services, and control of nonconforming outputs. It also includes performance evaluation requirements such as monitoring and measurement, internal audits, and management review, as well as improvement through corrective action and continual improvement. Attach evidence where required and complete sign‑off to finalize the assessment.

by Sifiso Selelane, from the Community

10+

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Template

ISO 9001 Quality Management Review

Use this ISO 9001 Quality Management Review template to document management review meetings. Record results of internal audits, customer feedback and complaints, process performance, and the status of preventive and corrective actions. Review documents such as the Quality Manual, procedures, policies, and forms, and capture recommendations for improvement. Note any changes that could affect the QMS, resources required to support changes, and improvements to service or customer requirements. Close with meeting time, signatures, and names for clear accountability.

by Mitch Paris, from the Community

50+

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Sales and Estimating Audit Checklist for ISO 9001

About author

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