Draft a quote
A quote built from your own prices and scope, with gaps flagged, not guessed.
Open prompt: Draft a quoteEst. time saved: 30–45 minutes per quote
Quotes and pricing
Set rules for discounts
Who can say yes to a price change, and when to ask you.
- Best for
- Owners with a team that quotes
- Est. time saved
- 45–75 minutes
- Works with
- ChatGPT, Claude and Gemini
When to use it
- Customers ask for discounts and your team doesn't know what they can agree to.
- You want price changes decided the same way every time.
When not to
- To approve a discount for a real customer. That's still your call, or whoever you've named.
What to have ready
- Your price list
- Who can approve what, and up to how much
- Anything that's never allowed
- Other things people ask to change, such as payment terms
The prompt
Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.
› the prompt
You're helping me write simple rules for when someone asks to change a price or terms. This is a draft for me to check. It doesn't approve anything. Our prices: [PASTE OR DESCRIBE YOUR PRICE LIST] Who can approve what: [E.G. SAM UP TO 5%, ME UP TO 10%] Never allowed: [E.G. MORE THAN 10% OFF, OR FREE CALL-OUTS] Other things customers ask to change: [E.G. PAYMENT TERMS, ADDED WORK AT NO COST] Please: 1. Make a simple table: the request, who can say yes, what they need to see first, and when to pass it up. 2. Cover discounts, payment terms, extra work and anything else I've listed. 3. If I haven't said who can approve something, the rule is: stop and ask me. 4. Point out any rules that overlap or contradict each other. 5. Add a short note to record each decision: what was asked, who decided, and when. Rules: - Use only what I've told you. Don't invent limits, discounts or new rules. - Don't work out tax. Leave that to my accountant. - This is a draft. I'll check it before anyone uses it.
Example input
A made-up example of what the brackets might say.
Prices: our standard price list, May 2026.
Who can approve: Sam up to 5%, me from 5% to 10%.
Never allowed: more than 10% off.
Other requests: longer payment terms, extra rooms at no cost.
Tips
- Share the table with everyone who quotes, so nobody has to guess.
- Look at the decision notes every few months. If you keep saying yes to the same thing, make it a rule.
Related prompts
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
Reply to a customer who wants to leave
An honest reply that only offers what you've approved.
Open prompt: Reply to a customer who wants to leaveEst. time saved: 20–30 minutes per reply
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