Template Title:
Sending quote in email
Last Updated:
June 4, 2024
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!
- 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)
- Remember to update subject line if it’s an email trail
- All quotes should have an Asana task in the Quotes section
- Update Asana quote task – comment with sent date+ move to “With client”
- Schedule follow up – set date on Asana task with appropriate amount of follow up time