This template starts a sheet for Quote desk, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.

Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.

My tools are different. Does it still fit?

The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

A first proposal drafted from the client's brief

A client brief becomes a draft proposal from your price list and past work, waits for your yes, and is followed up three days later.

For agencies and consultants who answer briefs with proposals

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from it The part this sheet is for: Quote desk

What this template does

Writing the fifth proposal of the week from a blank page is slow. The brief is turned into a draft built from your price list and the structure of proposals you already sent. You edit and approve it, it goes out, and a follow-up goes three days later if the client is silent.

Prefilled for you

The brief it fills in

Turn each client brief into a draft proposal from our price list and past proposals, wait for our approval, send it and follow up three days later if there is no reply.

Systems it connects

Google Docs or Word
Your price list
Gmail or Outlook

Kind of job

Automations - Agencies and freelancers, B2B sales

What you get

Briefs turned into draft proposals from your price list
Nothing goes out without your yes
A follow-up three days later when the client is silent
Checked by a person before it is handed over

What you provide

Your price list or rate card
Two or three proposals you sent before
Where briefs arrive

Questions about this template

What does it cost?This template starts a sheet for Quote desk, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

Start a sheet from it All templates