Prompts · Quotes and invoices
Draft a quote
Fill in the [brackets], paste into ChatGPT, Claude, Gemini or Copilot, and check the draft before you use it.
Write a quote for [job] for [customer type]. Include a short summary, what's included, what's not, price [£X] plus VAT if applicable, how long the quote is valid, and payment terms [terms].
Before you use it
- Leave out customer names, addresses and bank details; use placeholders.
- Ask for changes: "shorter", "less formal", "use British spelling".
- Check facts, figures and anything legal before sending.
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Tools for this job
Xero
Cloud accounting for invoices, bank feeds, VAT and payroll, with AI-assisted features.
QuickBooks
Cloud accounting with invoicing, expenses and VAT, plus Intuit Intelligence AI features (some in beta).
FreeAgent
UK accounting software for sole traders, partnerships and small companies.
Tide
A business account app with invoicing, expense cards and accounting integrations.