Short message
Example: “Hi, sharing your quotation PDF for review. Please confirm if we can proceed.”
WhatsApp quotation template - India
WhatsApp quotation template that pairs message + PDF link
Send a short, polite chat message and attach your branded quotation PDF link — customers get a clean estimate without scrolling through messy rate lists.
Message tip + branded PDF approach
Keep the chat light; put detail in the document.
PDF link
Paste the branded estimate link so GST and totals open in one tap.
Clear next step
Ask for confirmation or a call - avoid dumping every line item in chat.
Full product: WhatsApp quotation software. Also professional quotation.
WhatsApp quotation template FAQ
What is a good WhatsApp quotation template?
A short greeting, one line on what is quoted, the PDF link and a clear ask to confirm - keep numbers inside the branded PDF, not as a long chat list.
Should I paste all rates in the WhatsApp message?
No. Put the full breakup in the PDF so formatting stays clean on mobile and your company branding remains consistent.
Can customers open the quotation without an account?
Yes. Share the branded PDF link from WhatsApp quotation software; customers open it in the browser without logging in.