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WhatsApp quote or estimate shared template
A quote sent over WhatsApp closes faster than one sent by email, largely because accepting it can be a single tap rather than a reply-all thread.
The template
Utility category — the message relates to a specific order, appointment or account the customer already has.
Body
Hi {{customer_name}}, here's your quote for {{service_description}}.
Amount: {{quote_amount}}
Valid until: {{validity_date}}
Happy to walk you through it if anything needs clarifying.
Buttons
- Accept quote (quick_reply)
- Discuss (quick_reply)
What gets filled in per recipient
| Variable | Sample value |
|---|---|
{{customer_name}} |
Priya |
{{service_description}} |
kitchen deep clean, 3BHK |
{{quote_amount}} |
₹4,200 |
{{validity_date}} |
20 August |
Approval notes for this template
Attach the detailed breakdown as a document header while keeping the headline figure in the body.
A real validity date creates honest urgency and prevents stale quotes being accepted months later at the old price.
Quote or estimate shared: common questions
What Meta category does the 'Quote or estimate shared' template use?
The Quote or estimate shared template is submitted under the utility category. Utility category — the message relates to a specific order, appointment or account the customer already has.
Can I edit the variables in the 'Quote or estimate shared' template?
Yes. The Quote or estimate shared template is a fixed body with named variables submitted to Meta in advance and reviewed before it can be sent, so you can change the wording or the variables to match your brand. If the edited version is rejected, it can be edited again and resubmitted — the version history stays intact, so you are not starting from a blank draft.
Which businesses use the 'Quote or estimate shared' template?
It's built for field service & maintenance use cases: Service reminders, quotes, renewals and technician visits.
How much does the 'Quote or estimate shared' template cost to send?
WhatsApp prices every template by its Meta category, so the Quote or estimate shared template is charged at the utility rate rather than a flat per-message fee — the same wording costs more as a marketing template than as a utility one.
What other templates pair with 'Quote or estimate shared'?
Quote or estimate shared is most often used alongside Service due reminder, Contract or subscription renewal and Technician visit scheduled, the other field service & maintenance templates in this library.
Others in this category
Service due reminder
Service reminders are the backbone of automotive and appliance maintenance revenue. Referencing the specific asset and …
Contract or subscription renewal
Renewal reminders should arrive with enough time for the customer to act, and should state exactly …
Technician visit scheduled
For a home visit, the customer's real question is who is coming and when. Naming the …