How to send a video quote (and actually get a decision)
A PDF shows the number. A short video quote explains why it is fair, then gives them one button to say yes.
- Video quotes
- Proposals
- Service businesses
A quote without context invites one reply: “Can you do it cheaper?” A short video quote walks them through the scope, the options, and the number, so the email is not just a PDF landing with a thud.
What to say in the video
- 1Who you are and which job this is for (ten seconds)
- 2What is included, in plain language
- 3What is optional or excluded, so there are no surprises
- 4The price, said calmly once
- 5Point them at the attached quote on the page, then the one next step
You do not need a studio. Phone video in good light beats a silent spreadsheet every time.
How to send it so it works
Publish to a Share Page. Keep your branding. Use “Add attachment” for the quotation file so the video and the paperwork live together. One next-step button. Then email or text the page link.
That attachment is the quote itself: PDF estimate, Excel breakdown, proposal doc. The customer watches you explain it, then downloads the file from the same page. No “video in one email, PDF in another, hope they match them up.”
Sending to a couple of decision-makers? Run a Campaign from that page so each person gets their own tracked link (and the same attachment). You will see who watched before you chase the whole buying group.
| Don't | Do instead |
|---|---|
| Attach a huge video file to the email | Send a Share Page link |
| Email the PDF alone with no walkthrough | Video + quotation attachment on one page |
| Ask three different next steps | One button: approve, pay deposit, or book a call |
| Chase everyone equally | Follow up people who watched |
Quotes vs proposals
Same idea, different length. A quote walkthrough is short and price-led. A full proposal video might cover story and proof. If you need the longer version, see how to send a video proposal.
Good for trades and service businesses
Mechanics, builders, plumbers, clinics, agencies: anyone who emails a number and then waits. The video is you standing next to the work (or the estimate) saying “here is why.” Customers trust that more than a cold total.