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Mailed quote preview

Client-facing quote email.

This is the client-facing quote email the system generates from the lead record, the chosen service path, the quote amount, and the retainer rules.

From: FultonStudio Workflow Team

Subject: Website rebuild and workflow dashboard quote

Hi Morgan,

Thanks for the details you sent over. You mentioned that inquiries get buried in email and quotes take days to assemble, so this proposal covers a website rebuild with a private lead and project workflow behind it.

Scope summary

  • Public website structure and key service pages
  • Lead intake and request dashboard
  • Quick quote workflow with acceptance step
  • Retainer-triggered production checklist
Estimated project fee
$7,500–$11,500
Required retainer
50% to open production
Estimated start
After acceptance and retainer collection