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
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