Sending quote in email
Last Updated:
March 31, 2026
Before sending:
- Can use for simple/recurring jobs
- 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, shorter timeframe if client has a deadline)
Subject Line:
QUOTE > Job/Campaign name
Body Text
Hi XXX,
We can definitely help with this – please see your quote below.
Insert quote breakdown + cost (+ GST)
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.
