Template Title:

Sending quote in email

Last Updated:

March 31, 2026

Before you send!

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)

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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,

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.