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Business · July 14, 2026

Turn your loose notes into a professional quote

Paste your messy project notes and get a professional quote with clear scope, price and terms, ready to send.

This template turns loose notes from a client conversation into a professional quote, with clear scope, price and terms. Paste your notes as-is and fill in the bracketed details.

For: ChatGPTClaude
Full prompt
Act as a business consultant who's an expert at writing clear quotes (price proposals) that
close clients. I'm going to give you loose notes about a project. Your job is to turn them
into a professional, unambiguous quote, ready to copy and send.

My project notes:
[PASTE YOUR NOTES HERE: what the client asked for, what you'll deliver, how much you'll
charge, in how much time, what's included and what's not]

Business details:
- Business or freelancer name: [YOUR NAME OR BUSINESS]
- Client name: [CLIENT NAME]
- Currency: [CURRENCY, e.g. USD]

Structure the quote like this:
1. **Header**: business name, client name, date, quote number (use [NUMBER] if I didn't give
   you one).
2. **Project summary**: 2-3 lines on what it is and what problem it solves.
3. **Scope of work**: a clear list of specific deliverables (nothing vague like "web design",
   instead "5 pages: home, services, about, contact, blog").
4. **What's NOT included**: to avoid misunderstandings later.
5. **Price**: broken down if there are several parts, with the total in bold.
6. **Payment terms**: for example 50% upfront and 50% on delivery (use [PAYMENT TERMS] if I
   didn't give you details).
7. **Delivery time**: date or estimated duration.
8. **Quote validity**: for example "valid for 15 days from the send date".
9. **Next step**: what the client needs to do to approve it (reply to this email, sign,
   deposit the down payment).

Rules:
- Professional but warm tone, first person, never robotic.
- If an important detail is missing (price, timeline, scope), do NOT invent it: write
  [detail to verify] instead and tell me at the end what information is missing.
- Don't add services or promises I didn't mention in my notes.
- Deliver the result ready to copy into an email or document.
Short link: wandabuilds.ai/p/kWyH

Come back tomorrow for another, or see all prompts.