The wording of a quotation

A quotation lists what you are offering and what it costs. The note to the customer is where it is introduced: who it is for, what it covers and why it suits them. Write the wording with AI drafts that note and a subject line, in a few seconds.

Steps

1. Open a new or existing quotation, choose the customer, and add the items.
2. Under Notes for the customer, press Write the wording with AI.
3. Read the suggested subject and note. Change the style or length, or tell it what to say, exactly as for a suggested reply.
4. Press Use this wording. The note goes into Notes for the customer; the subject goes into Subject only if the subject is empty, so one you wrote is never replaced.
5. Save the quotation as usual. Nothing is saved until you do.

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What it reads, and what it never sees

• The customer, or the lead if the quotation is raised before they become a customer: name, company, designation and industry.
• The deal, if the quotation is linked to one: its name, stage and next step.
• The names and descriptions of the items, and the section headings.
• The subject and the note as they stand, if you have written anything.

It is never given a quantity, a rate, a discount, a tax, a total or a term, so it cannot get one wrong. It is told not to invent features, certifications, brands, timelines or guarantees the item descriptions do not mention.

How long

There is no signature in the note: the quotation already prints the business’s details.

Who can use it: anyone allowed to create or edit quotations.