Turn a materials list into a quote draft
This prompt helps you with this: It builds the quote text from the lines you already wrote, and does not send it.
Works with any AI
The prompt (copy it and paste it into your assistant)
Help me turn this materials list into a quote draft. I work the counter and you write it. Include only the lines that are in the note: what it is, how much was asked, and the value if it is already written. If the value is missing, keep the line and leave the value blank. Do not send anything. Close with a line inviting a question, and do not promise a delivery date that is not written. Visit list: [paste materials, quantities, and anything already noted]
What it's for
It builds the quote text from the lines you already wrote, and does not send it.
What you get A draft with line items, blanks where a fact is missing, and a close for you to review.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
Example result
The customer asked for ten screws, two meters of pipe, and one wrench. I did not note the exact pipe size.
Quote draft - Screws: ten. Value: blank. - Pipe: two meters. Exact size: blank. - Wrench: one. Value: blank. If you want to adjust a line, tell me which. I did not set a delivery date because it was not in the note. This stays with you so you can correct it before anyone else sees it. I did not send it.
A tip If the size is not in the note, do not fill it in.
Questions
- What is this prompt for?
- It builds the quote text from the lines you already wrote, and does not send it.
- What result do I get?
- A draft with line items, blanks where a fact is missing, and a close for you to review.
- What details do I paste?
- Materials list from the visit. Quantities you already wrote. Any value already written