Quote and estimate email generator

The email is not the quote

The quote is the numbers. The email is what makes someone read the numbers and say yes. Most trades spend an hour pricing a job properly and then send it with 'Hi, quote attached, let me know' — which is the point at which a well-priced job loses to a worse-priced one that came with an explanation.

What the email has to do is short: remind them what you looked at, say what you will do, give the price, and say clearly what happens next. That last part is the one most often missing.

Follow-ups win more work than quotes do

Silence after a quote almost never means no. It means the customer is waiting on a partner, or on two more quotes, or they simply forgot. A single follow-up a few days later recovers a meaningful share of jobs that would otherwise have gone quiet, and it costs nothing.

Most trades never send one, because it feels like chasing. It reads as professional far more often than it reads as desperate — particularly if it adds something rather than just asking.

What to include

• What you are quoting for, in the customer's words rather than trade terms
• The price, and clearly whether it includes materials and tax
• What is not included, so a variation later is not a surprise
• How long the price stands
• The single next step you want them to take

On expiry dates

An expiry date is not a pressure tactic — it protects you when material prices move. Say when the price stands until and what happens after, and keep it factual. Manufactured urgency is obvious to customers and it costs you more trust than it wins jobs.