Draft a quote from an enquiry

You paste your customer's email and your list of services. The AI writes a draft and lists what it still needs for a binding quote.

Setup

1. Open Claude, ChatGPT or whichever AI tool your business has approved.
2. Copy the prompt and paste it into a new chat.
3. Replace the two parts in square brackets.

Prompt

Help me prepare a quote. I will check it and send it myself.

The customer's enquiry:
[paste the email here]

My services and prices:
[paste the list here]

Write a draft quote with a greeting, the matching services and one sentence on the next step.
Use only services and prices from my list. Do not make anything up.
Then, under "Still missing", list every detail you need for a binding quote that the enquiry does not give you.

How to use it

• Read the “Still missing” section first. It becomes your follow-up question to the customer.
• Check recipient, services and prices before you send anything.
• Don't paste customer data into tools your business hasn't approved for it.