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Turn website quote requests into tidy, tracked jobs
Collect quote requests through a simple form, log them in a sheet automatically, and draft a helpful first reply for each one.
When to use it
Whenever a quote request comes in
Step by step
Build a quote request form
In Google Forms or Microsoft Forms, ask for: name, email, phone, postcode, what they need, size or quantity, ideal date and budget range. Link it from your website and social profiles.
Link responses to a sheet
In Google Forms, open Responses and link to a Google Sheet. Turn on email notifications for new responses from the Responses tab's menu.
Draft a first reply
When a request arrives, paste the details into your AI assistant with this prompt.
Prompt to copyA customer sent this quote request for my [business type]: [paste form response]. Draft a friendly reply email that: thanks them by first name, confirms what they need in one line, asks for any missing details I need to quote properly (list them), gives my usual next step ([e.g. a free 15-minute call / a site visit]) and when they can expect the quote. Under 120 words. Don't give a price.Track each request
Add columns to the sheet for Status (New, Replied, Quoted, Won, Lost) and Quote value, and update them as you go.
What you get
Hi Amira, thanks for getting in touch about a garden office base. To quote accurately, could you send: rough dimensions of the area, whether there's access for a mini-digger, and a photo from the gate. I can then visit on Tuesday or Thursday. You'll have your quote within 3 working days of the visit. Best, Dan
Tips
- Say on the form how you'll use people's details, and only collect what you need to quote.