5 Efficient Sales Estimate Templates

5 Efficient Sales Estimate Templates

Use Magical to quickly generate and send accurate sales estimates.

Magical for sending an estimate

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In the competitive world of sales, speed and accuracy are key. Providing potential clients with quick, precise estimates can make all the difference in closing a deal. To assist sales professionals in this crucial task, we've created a set of sales estimate templates. These templates are designed to help you generate and send estimates that are clear, comprehensive, and compelling, increasing your chances of winning the business.

What templates are included in this sending an estimate pack?

Estimate Confirmation Template

This template is for confirming the acceptance of an estimate. It thanks the client for their business and outlines the next steps.

Preview template

TRIGGER

-estimateconfirmation

CONTENT

Subject: Confirmation of Estimate for Service/Product

Dear First Name,

Thank you for accepting the estimate for Service/Product. We are excited to start working with you.

The next steps are as follows:

Next Steps

If you have any questions, please feel free to reach out.

Best regards,
%my.fullName%
Your Contact Information

Estimate Follow-Up Template

This template is for following up with the client after sending an estimate. It keeps the conversation going and shows your eagerness to close the deal.

Preview template

TRIGGER

-estimatefollowup

CONTENT

Subject: Follow-Up on Estimate for Service/Product

Dear First Name,

I hope this email finds you well. I wanted to follow up on the estimate I sent for Service/Product.

If you have any questions or need further clarification, please don't hesitate to ask. I'm here to help.

Looking forward to your feedback.

Best regards,
%my.fullName%
Your Contact Information

Final Estimate Template

This template is for sending the final estimate after all discussions and negotiations. It provides a final breakdown of costs and next steps, moving the deal towards closure.

Preview template

TRIGGER

-finalestimate

CONTENT

Subject: Final Estimate for Service/Product

Dear First Name,

I am pleased to provide the final estimate for Service/Product.

Breakdown of costs

Please review the estimate and let us know if you have any questions. If everything is in order, we can proceed to the next steps.

Looking forward to your confirmation.

Best regards,
%my.fullName%
Your Contact Information

Initial Estimate Template

This template is designed for the initial estimate you send to a potential client. It provides a clear breakdown of costs, ensuring transparency and building trust.

Preview template

TRIGGER

-initialestimate

CONTENT

Subject: Initial Estimate for Service/Product

Dear First Name,

Thank you for considering Company for your needs. Based on our discussion, I have prepared an initial estimate for Service/Product.

Breakdown of costs

Please note that this is an initial estimate and may be subject to changes based on further discussions.

Looking forward to your feedback.

Best regards,
%my.fullName%
Your Contact Information

Revised Estimate Template

This template is for sending a revised estimate based on further discussions or changes in requirements. It highlights the changes made, ensuring the client is fully informed.

Preview template

TRIGGER

-revisedestimate

CONTENT

Subject: Revised Estimate for Service/Product

Dear First Name,

Following our recent discussions, I have revised the estimate for Service/Product.

Breakdown of costs

The changes from the initial estimate are as follows:

Changes

Looking forward to your feedback.

Best regards,
%my.fullName%
Your Contact Information

How do you personalize your sending an estimate templates?

Magical allows you to personalize these templates with your recipients information like

First Name
Service/Product
Breakdown of costs
Changes

And move more types of information by creating your own custom labels.

How to use sending an estimate templates

With Magical, you can save any text you type repetitively as a template in Magical and expand the template automatically when you work. Download our Sales prospecting templates to get these templates out of the box.

What is Magical?

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