Client Entertainment and Gift Pre-Approval Form

Client Entertainment and Gift Pre-Approval Form — Form Fields

This sales template includes 12 fields. Pre-approve client entertainment expenses and gifts to ensure compliance with anti-bribery and entertainment policies. Free to customize and use on ZenBuild.

• Sales Rep Name (text, required)
• Sales Rep Email (email, required)
• Client Company Name (text, required)
• Client Contact(s) Names and Titles (text, required)
• Entertainment / Gift Type (dropdown selection, required) — options: Business meal, Sporting event tickets, Concert/show tickets, Golf outing, Holiday gift, Company branded gift, Other
• Venue or Description (text, required)
• Date of Entertainment or Delivery (text, required)
• Estimated Total Cost ($) (number, required)
• Cost per person ($) (number, optional)
• Business Purpose and Relationship Context (long text, required)
• Does the client company have a gift policy you are aware of? (dropdown selection, required) — options: Yes - compliant, Yes - checking, No/Unknown
• Manager Pre-Approval (dropdown selection, required) — options: Approved, Pending