Quotation message format: 18 WhatsApp samples for sending a quote, follow-ups and revised quotes

13 quotations templates

Copy the wording, then submit it from CRM → WhatsApp Templates with the sample values shown. Meta reviews every template; approval is never guaranteed.

1. document header

   Hi {{1}}, as requested, here is quotation {{2}} for {{3}}. The total is {{4}} including GST and the quote is valid until {{5}}. Reply APPROVE to confirm, or send your questions here and our team will answer them.

   • APPROVE
   • I have a question

   Quotation the customer asked for (PDF)

   Utilityquotemsg_requested_pdfLanguage: en

   Use it when: When the quote is ready for a customer who asked for it on a call, a form, a site visit or a chat that is now older than 24 hours.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Vikram
   {{2}}	Quotation number	Q-2611
   {{3}}	Job or items	3 kW rooftop solar, on-grid, with installation
   {{4}}	Total	₹1,86,500
   {{5}}	Validity date	15 Nov 2026

   • Put the validity date in the message and on the PDF; it protects you when material prices move.

2. document header

   Dear {{1}}, thank you for your enquiry {{2}}. Our quotation is attached: {{3}} at {{4}} per unit plus 18% GST, minimum order 500 units, delivery in 10 days from PO, payment 50% advance and balance before dispatch.

   • Send PO
   • Discuss terms

   Reply to a B2B enquiry or RFQ

   Utilityquotemsg_b2b_rfq_replyLanguage: en

   Use it when: Manufacturers and distributors answering enquiries from IndiaMART, TradeIndia, trade fairs or their website.

   Variables

   Variable	Meaning	Sample
   {{1}}	Buyer name or firm	Mr Shah, Shah Packaging
   {{2}}	Enquiry or RFQ reference	RFQ-1047 from IndiaMART
   {{3}}	Product and specification	HDPE drums 50 L, blue, UN-certified
   {{4}}	Unit price	₹610

   • State MOQ, delivery and payment terms in the body; buyers comparing five quotes skip the PDF at first.

3. document header

   Hi {{1}}, thank you for having us at {{2}} on {{3}}. Based on the measurements, the estimate for {{4}} is attached, with materials, labour and GST shown separately. The work can start within a week of your confirmation.

   • Confirm work
   • Call me

   Estimate after a site visit or measurement

   Utilityquotemsg_after_site_visitLanguage: en

   Use it when: Interior designers, carpenters, painters, solar installers and contractors who quote only after seeing the site.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Meera
   {{2}}	Site	Flat 702, Lake View Apartments, Whitefield
   {{3}}	Visit date	30 Oct
   {{4}}	Work	modular kitchen and two wardrobes

4. document header

   Hi {{1}}, here is the revised quotation {{2}} with the changes you asked for: {{3}}. The new total is {{4}} including GST, and it replaces the earlier quote. Reply APPROVE when you are ready.

   • APPROVE
   • More changes

   Revised quotation after the customer's changes

   Utilityquotemsg_revised_after_changesLanguage: en

   Use it when: Each time the customer asks for a change in scope, material or quantity. Number revisions (R1, R2) so nobody approves an old version.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Arjun
   {{2}}	Revised quotation number	Q-2611-R1
   {{3}}	Changes in short	BWP ply instead of MR, soft-close hinges, no loft
   {{4}}	New total	₹2,04,800

   • List what changed in one line; customers rarely compare two PDFs line by line.

5. Thank you {{1}}, we have received your approval for quotation {{2}}. To block your dates, please pay the advance of {{3}} by {{4}}; the proforma invoice with our bank details will follow in a few minutes. Our project lead will call you today.

   • Advance paid
   • Call me later

   Quote accepted: next steps

   Utilityquotemsg_accepted_next_stepsLanguage: en

   Use it when: As soon as the customer accepts, when they accepted by call, email or a form rather than in the chat.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Vikram
   {{2}}	Quotation number	Q-2611
   {{3}}	Advance amount	₹56,000 (30%)
   {{4}}	Advance due date	5 Nov

6. Hi {{1}}, a note that quotation {{2}} for {{3}} is valid until {{4}}. After that date we will need to recheck material prices before confirming. Reply here if you would like more time or any changes.

   • Need more time
   • APPROVE

   Quote validity ending (factual reminder)

   Utilityquotemsg_validity_endingLanguage: en

   Use it when: Two or three days before a quote expires. It is a fact about the customer's quote; Meta may still classify it as marketing, so check the category after review.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Pooja
   {{2}}	Quotation number	Q-2597
   {{3}}	Job	2-ton inverter AC with copper piping
   {{4}}	Validity date	8 Nov

   • Keep it factual. Adding urgency or a discount ("confirm today and save ₹3,000") makes it marketing.

7. Hi {{1}}, just checking in on the quotation for {{2}} we sent on {{3}}. If the budget or timing has changed, tell us and we can suggest options. Happy to answer any questions here.

   • Let's talk
   • Not now
   • Stop updates

   Follow-up: still interested?

   Marketingquotemsg_followup_still_interestedLanguage: en

   Use it when: Four to seven days after a quote with no reply, once. A nudge to buy is marketing even when it refers to their quote.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Rahul
   {{2}}	Job	office CCTV, 16 cameras
   {{3}}	Date sent	28 Oct

   • Offer an easy no (Not now). It ends the thread politely and keeps your quality rating healthy.

8. Hi {{1}}, good news on your quote {{2}}: if you confirm by {{3}}, we can include {{4}} at no extra cost. The rest of the quotation stays the same. Reply APPROVE to lock it in.

   • APPROVE
   • Stop updates

   Follow-up with a time-bound discount

   Marketingquotemsg_followup_limited_offerLanguage: en

   Use it when: When you want to close a pending quote with an incentive, to customers who opted in to offers.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Kabir
   {{2}}	Quotation number	Q-2604
   {{3}}	Offer end date	Saturday
   {{4}}	Free addition	the first-year service visit

9. document header

   Hi {{1}}, it has been a year since we serviced your {{2}}. We have prepared a quote for the annual service package: {{3}} for two visits, gas top-up and filter cleaning. Reply BOOK to schedule the first visit.

   • BOOK
   • Stop updates

   Package quote to past customers

   Marketingquotemsg_unrequested_packageLanguage: en

   Use it when: Quotes the customer did not ask for are offers, so submit them as marketing and send only to people who opted in.

   Variables

   Variable	Meaning	Sample
   {{1}}	Customer first name	Sunita
   {{2}}	Appliance	two split ACs
   {{3}}	Package price	₹2,999 + GST

10. document header

    Hi {{1}}, your quote for {{2}} is attached: {{3}} for 2 adults, with hotels, transfers and breakfast as discussed, flights not included. Hotel prices are held until {{4}}. Reply CONFIRM to book.

    • CONFIRM
    • Change hotels

    Travel package quote as requested

    Utilityquotemsg_travel_packageLanguage: en

    Use it when: Travel agents sending an itinerary and price after the customer shared dates and preferences.

    Variables

    Variable	Meaning	Sample
    {{1}}	Customer first name	Anjali
    {{2}}	Trip	Kerala, 5 nights (Munnar, Thekkady, Alleppey houseboat)
    {{3}}	Package price	₹62,400 incl. GST
    {{4}}	Hold date	4 Nov

    • Say what is not included (flights, entry tickets) in the body; it is the most common dispute after booking.

11. document header

    Hi {{1}}, the quote for your event on {{2}} is attached: {{3}} guests at {{4}} a plate with the menu you selected, service staff included. We hold the date for 3 days; a 25% advance confirms it.

    • Confirm date
    • Change menu

    Event or catering quote for a date

    Utilityquotemsg_event_cateringLanguage: en

    Use it when: Caterers, banquet halls, decorators and photographers quoting for a specific date the customer asked about.

    Variables

    Variable	Meaning	Sample
    {{1}}	Customer first name	Neha
    {{2}}	Event date	14 Dec
    {{3}}	Guest count	250
    {{4}}	Plate price	₹650 + GST

12. document header

    नमस्ते {{1}} जी, आपके कहे अनुसार {{2}} का कोटेशन साथ में भेज रहे हैं। कुल रक़म {{3}} है, GST सहित, और यह {{4}} तक मान्य है। मंज़ूर हो तो “हाँ” लिखकर जवाब दीजिए।

    • हाँ, मंज़ूर है
    • बात करनी है

    कोटेशन तैयार (हिंदी)

    Utilityquotemsg_quote_ready_hiLanguage: hi

    Use it when: For customers who chat with you in Hindi. Submit with the Hindi (hi) language code.

    Variables

    Variable	Meaning	Sample
    {{1}}	Customer name	वर्मा
    {{2}}	Job	दुकान की शटर और ग्रिल
    {{3}}	Total	₹48,500
    {{4}}	Validity	10 नवंबर

13. document header

    Namaste {{1}} ji, aapka quotation {{2}} attach hai, total {{3}} GST ke saath. Ye rate {{4}} tak valid hai. Theek lage to APPROVE likh dijiye.

    • APPROVE
    • Call karein

    Quotation bhej diya (Hinglish)

    Utilityquotemsg_quote_bhej_hinglishLanguage: en

    Use it when: For customers who write in Roman Hindi. Submit with the English (en) language code.

    Variables

    Variable	Meaning	Sample
    {{1}}	Customer name	Ramesh
    {{2}}	Quotation number	Q-118
    {{3}}	Total	₹36,200
    {{4}}	Validity	7 Nov

Frequently asked questions