Template Title:

Sending quote as an attachment

Last Updated:

March 31, 2026

Before you send!

Check PDF attachment – correct version + no markup/comments
Update subject line if replying in email trail
Once sent, create/update Asana quote task + move to “With client” + set follow up date (1-2wks for smaller/non-urgent jobs, 3wks for bigger jobs, shorter timeframe if client has a deadline)

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BEFORE YOU SEND ANY EMAIL TEMPLATE…

…please personalise it to you! As long as the main aspects are kept intact, then at the very least – play with the opening + closing lines, so that you don’t sound like a brainless robot!!

Subject Line:

QUOTE > Job/Campaign name

Body Text

Hi XXX,

Nice greeting

Thanks for the opportunity to quote on your exciting way of writing their job (eg establishing your Facebook presence, upleveling your email marketing, refreshing your brand) – please see our proposal attached.

Optional context – priority order, inclusions, exclusions

What we need from you:

· If you’re happy to proceed, let me know + I’ll book this in

· Your preferred or required deadline – if there is one

Sign off – eg If you have any questions, please give me a shout.

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