Make a quote request checklist
What you need from a customer before you can price the job.
Open prompt: Make a quote request checklistEst. time saved: 45–60 minutes per checklist
Quotes and pricing
Draft a quote
A quote built from your own prices and scope, with gaps flagged, not guessed.
- Best for
- Owners and whoever puts quotes together
- Est. time saved
- 30–45 minutes per quote
- Works with
- ChatGPT, Claude and Gemini
When to use it
- You know what the customer wants and you have a price list.
- You want every quote laid out the same way.
When not to
- To set a price you haven't decided yet, or to work out tax. Ask your accountant about tax.
What to have ready
- Your price list, with its date
- What the customer asked for, with quantities
- What's included and what isn't
- Your payment terms and how long the quote is valid
- How sales tax applies, if you know
The prompt
Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.
› the prompt
You're helping me put together a quote for a customer. Write a draft for me to check. Don't send anything. My price list (dated [DATE]): [PASTE YOUR PRICES] What the customer wants: [WHAT THEY ASKED FOR, WITH QUANTITIES] What's included: [WHAT'S INCLUDED] What's not included: [WHAT'S NOT INCLUDED] Payment terms: [E.G. 50% UP FRONT, THE REST ON COMPLETION] Quote valid for: [E.G. 30 DAYS] Sales tax: [HOW IT APPLIES, OR "NOT SURE"] Please: 1. Match each thing they want to a line on my price list, and show the sum for each line. 2. If something isn't on my price list, write PRICE NEEDED and leave it out of the total. 3. List what's included and what isn't, in words the customer will understand. 4. Add the payment terms and how long the quote is valid. 5. End with a short list of anything I should check before sending. Rules: - Use only my prices. Don't guess a price, a discount, a date or a tax rate. - If tax is "not sure", leave it out and say so. - Mark the quote DRAFT. I'll check every figure and send it myself.
Example input
A made-up example of what the brackets might say.
Price list (May 2026): gutter clean, house up to 3 bedrooms $90; downspout unclog $40.
Customer wants: a gutter clean on a 3-bed semi, and a look at a leaking corner.
Included: clearing gutters and downpipes, with before and after photos.
Not included: replacing gutters.
Payment: on completion. Valid for 30 days.
Sales tax: not sure.
Tips
- Keep your price list in one document and paste the latest version each time.
- Once you've checked the figures, ask it for a short covering email.
Related prompts
Follow up after a call or quote
A short series of follow-ups, each checked by you before sending.
Open prompt: Follow up after a call or quoteEst. time saved: 45–60 minutes per sequence
Set rules for discounts
Who can say yes to a price change, and when to ask you.
Open prompt: Set rules for discountsEst. time saved: 45–75 minutes
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