Sending quote in email

Subject Line:

QUOTE FOR REVIEW > XXX (insert job type/campaign name)

Body Text

Hi XXX,

 

We can definitely do that for you – please see a quote below.

If you have any questions or would like to get this booked in with our team, please let me know.

If you have a specific or even desired deadline – please send that through too, so we can schedule it into our workflow accordingly.

 

<copy + paste quote from rate card>

 

<sign off – eg Looking forward to hearing from you.>

Before you send!

  1. Use this one if it’s a recurring client + the quote is simple (eg business card) – will most likely be in reply to their email asking for a quote (update template if that’s not the case)
  2. Remember to update subject line if it’s an email trail
  3. All quotes should have an Asana task in the Quotes section
  4. Update Asana quote task – comment with sent date+ move to “With client”
  5. Schedule follow up – set date on Asana task with appropriate amount of follow up time