Quote template
Never use real personal data. If you need to, run it through the data cleaner.
I’m a self-employed [trade]. Create an email template for sending quotes with gaps [CLIENT], [ITEMS], [AMOUNT] and [VALIDITY]. Maximum 150 words, plus a short version for messaging apps.
What result to expect
A reusable template or draft. Check prices, terms and any legal obligation before using it.
Getting the most out of it
- Paste the prompt as is and only replace what is in [brackets].
- If the answer does not fit, do not start over: ask for “shorter”, “more formal” or “as a table”.
- Always review the result before using it: AI can get facts, dates or names wrong.
Before you paste it: quick checklist
- Don’t paste real customer data or full invoices.
- Describe your business in one sentence: trade, type of customer and area.
- Ask for gaps in [brackets] so you can fill in real data yourself.
- Check any tax or legal obligation on the relevant official website.
How to adapt it to your assistant
The template works the same in ChatGPT, Gemini, Copilot or Claude because it only uses plain language. If your assistant supports fixed instructions (custom instructions, Gems or projects), you can store your preferred tone and format there and paste only the variable part. On a free plan, split long requests into two or three shorter messages.
More on this category
Templates for freelancers and small businesses: quotes, replies to customers and social posts. They give you a tidy first draft, but prices, terms and deadlines are your decision; always review them before sending anything to a customer.