As of 13 August 2026, AI can create a business quotation.

What to actually do

1. Use a tool built for this

   The route this page recommends

2. Do it yourself

   Second choice

   A chat interface, chat-fluent skill, and roughly 15 minutes until you can act on the result.

   How to actually do it

   1. Open your current price list, customer record and standard payment terms, then gather the business name, address, VAT details, customer details, quote number and validity date.
   2. Write the agreed scope in plain language and list every item or service with its quantity, unit price, delivery or installation charge, discount and confirmed VAT treatment.
   3. Paste the supplied prompt into an AI chat and replace every bracketed slot with the gathered information, leaving uncertain fields marked as missing rather than guessing.
   4. Ask the model to produce the quotation and its separate list of missing or ambiguous facts, then resolve those facts from your records or with the customer.
   5. Compare every line total, subtotal, discount, VAT amount and final total against your calculator, price list and VAT records.
   6. Check the customer name, address, scope, exclusions, delivery timing, payment terms and quotation expiry date against the agreed work, then copy the approved document into your quotation template or PDF.
   7. Send the finished quotation through your normal business email or invoicing system and retain the approved version with the quote number.

   Prompt

   Create a professional UK business quotation using only the information supplied below. Do not invent prices, discounts, VAT treatment, delivery dates, guarantees, services, customer details or legal terms. If anything essential is missing or ambiguous, list it under 'Questions to resolve' instead of guessing.
   
   Business details:
   [BUSINESS NAME, ADDRESS, COMPANY NUMBER IF USED, VAT NUMBER IF VAT REGISTERED, CONTACT DETAILS]
   
   Customer details:
   [CUSTOMER NAME, BUSINESS NAME, BILLING ADDRESS, DELIVERY ADDRESS IF DIFFERENT, CONTACT DETAILS]
   
   Quotation details:
   [QUOTE NUMBER]
   [DATE]
   [VALID UNTIL DATE]
   [PROJECT OR ORDER DESCRIPTION]
   
   Items and pricing:
   [ITEM OR SERVICE, DESCRIPTION, QUANTITY, UNIT PRICE, LINE TOTAL FOR EACH ITEM]
   [DISCOUNT, IF ANY]
   [DELIVERY, INSTALLATION OR OTHER CHARGES]
   [VAT RATE OR VAT-EXEMPT STATUS, AS CONFIRMED BY ME]
   
   Terms:
   [PAYMENT TERMS]
   [EXPECTED DELIVERY OR COMPLETION TIMING]
   [ASSUMPTIONS]
   [EXCLUSIONS]
   [WARRANTY OR CANCELLATION TERMS, IF APPLICABLE]
   
   Produce:
   1. A polished quotation with a clear title, quotation number, date and validity date.
   2. A table showing each item, quantity, unit price and line total.
   3. Subtotal, discount if supplied, VAT if supplied, and total, with calculations shown clearly.
   4. Scope, assumptions, exclusions, timing and payment terms.
   5. A short acceptance section with no invented signature or legal wording.
   6. A final list of every missing or ambiguous fact I must resolve before sending.
   
   Use pounds sterling and British English. Keep the tone plain and professional. Do not describe the quotation as a contract unless I explicitly provide wording that says it is one.

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.

3. Hand it to a person

   The distant third

   A person who owns the outcome does this end to end, worth it when the failure is dear.