Quotes from your price list, followed up for you
A request becomes a draft quote from your own price list, waits for your yes, goes out, and is followed up three days later.
For trades that write the same kind of quote again and again
From $490 per project
Typical timelineUsually within days of the confirmed scope
Start a sheet from itThe part this sheet is for: Quote deskWhat this template does
Quotes that go out late lose the job, and quotes nobody chases are forgotten. Each request is turned into a draft quote from your price list. You check it and say yes, it goes to the customer, and a polite follow-up goes three days later if they have not answered.
Prefilled for you
- The brief it fills in
Turn each quote request into a draft quote from our price list, wait for our approval, send it to the customer and follow up three days later if they have not replied.
- Systems it connects
- Your price list in Excel or Google Sheets
- Gmail or Outlook
- Fakturownia, inFakt or QuickBooks for the quote
- Kind of job
- Automations - Trades
What you get
- Requests turned into draft quotes from your price list
- Nothing goes out without your yes
- A follow-up three days later when the customer is silent
- Checked by a person before it is handed over
What you provide
- Your price list, as it is today
- Two or three quotes you sent before
- The inbox the requests arrive in
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.