Use case · quotes
Quote emails from Claude, with your logo and PDFs attached
If you send the same quote email every week, keep it as an Outlook template once. Then ask Claude for each new quote. The draft arrives in Outlook with your logo, layout and attachments in place, and the client's details filled in.
What a quote template looks like
It's a normal Outlook email saved in a folder called “Templates”. Type blanks in square brackets wherever the details change:
Subject Your quote for [Job]
Hi [Client name],
Thanks for asking us to quote for [Job] at [Address]. The total is [Price] plus tax, and we can start [Start date].
[Notes]
Our terms and a copy of our insurance are attached. Reply to this email to go ahead.
📎 Terms-and-conditions.pdf · 📎 Insurance-certificate.pdf
Your logo, fonts, colours and signature block come along as you set them up in Outlook. The PDFs you attach to the template are copied into every draft.
Then ask Claude
“Use my quote template for Dana Lee: bathroom regrout at 8 Hill St, $1,450, start Monday the 17th. In the notes, mention we'll bring our own drop sheets.”
Claude fills every blank, writes the notes paragraph in your tone, and saves the draft in Outlook. You open it, check the numbers and press Send. Draftbee can never send it for you.
Things Claude can change for one quote
- Add a file for this client only, such as a site photo or a quote PDF from a public link (your quoting tool's share link, for example).
- Add photos in the body, like before-and-after shots.
- Leave out a template file that doesn't apply this time.
- Rewrite a sentence or the whole body, without changing your template.
- Reply in an existing thread when the client asked for the quote by email.
Set it up in five minutes
- Sign in with Microsoft at app.draftbee.app. Your 14-day free trial starts, no card needed.
- In Claude, go to Settings, then Connectors, then Add custom connector. Paste the link your account page shows.
- Put an email you send often into an Outlook folder called “Templates”, with blanks like [Client name].
- Ask Claude to use that template for someone. The draft appears in Outlook for you to check and send.
Works with Microsoft 365 and Outlook.com mailboxes, on every Claude plan including Free. 14 days free, then US$19 a month. See pricing.
Common questions
Can Claude attach a different quote PDF to each email?
Yes, if the PDF is at a public https link, such as a share link from your quoting tool. Files on the template are added to every draft automatically.
Will my logo and layout survive?
Yes. The draft is a copy of your template email made inside Outlook, so its logo, fonts, colours and attachments come along.
Can it send the quote for me?
No. Draftbee only creates drafts. You open each one in Outlook, check it and press Send.