Turn Client Notes Into a First-Draft Quote
The quote that never goes out is the one you can't start. This turns a client call's messy notes into a first draft — scope, assumptions, and the questions you have to close before you put a number on it. Local only; the notes never leave the tab.
- Assembly
- Notes turned into scope, assumptions, and questions
- local
- What it replaces
- The blank proposal document
- $0.00
- Input
- Client call notes, pasted
- no card
- Output
- A first-draft quote with open questions
- recomputed
What you pay otherwise
| Route | What you get | Cost |
|---|---|---|
| Proposal software | Pretty templates, plus a subscription | $20–50/mo |
| Underpricing by guess | The scope you didn't pin down | lost margin |
| Not sending a quote | The deal that goes to whoever quoted first | lost work |
| This page | The first draft, from your own notes | $0 |
The workflow
Paste the notes exactly as you wrote them
Shorthand, arrows, half-sentences — the assembler keys off verbs and nouns, so the mess is fine. What matters is that the scope phrases are in there somewhere.
Read the scope and assumptions as separate things
Scope is what you'll do; assumptions are what you're taking as true ('you'll provide the copy'). The split is what protects you later — an assumption unstated is a dispute unstarted.
Answer the open questions before you price
The sheet lists what the notes didn't say — timeline, deliverables, who signs off. Each unanswered question is a number you'd otherwise have to guess. Close them, then price.
Price last, after the gaps are closed
The pricing line is left open on purpose: a price before the scope is a guess. Fill it once the questions have answers, and the draft becomes the quote.
Worked example
Sample: notes from a 20-minute discovery call Scope 3 items (site, checkout, training) Assumptions 2 (client provides copy and logo) Open questions 3 (timeline, sign-off, pages count) Pricing left open until the questions close Uploaded nothing — assembled in the tab
Numbers above are sample data produced by the tool's own pre-loaded example, run in the browser — not averages or measured benchmarks.
What breaks this
Notes with no scope verbs ('great call, exciting project') give the assembler nothing — write what's being built. Pricing before the questions close is the classic freelancer error the sheet is built to stop; the line stays open for a reason. Leaving assumptions as 'obvious' is how scope creeps — write them down, even the ones you think are implied.
Try it now
Discovery-call notes are loaded and assembled into a first-draft quote. Paste your own notes and watch the sheet rebuild.
Open the quote assembler →Go deeper: the proposal export
The draft is free forever. The $4 one-time tier adds:
- Proposal export — the quote as a clean document to send — estimate: ~25 min saved versus formatting by hand.
- Saved quotes shelf — keep drafts per client — estimate: ~12 min saved per proposal.
- Assumption log — track what you assumed and when — estimate: ~10 min saved.