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QUOTETemplate preview · Example
01
Scope
Operations review and improvement plan for Calder Manufacturing.
02
Price breakdown
Discovery interviews: 3 days at $1,400.00.
03
Not included
Implementation of recommendations. Software purchases
04
Accept
Valid for 30 days. Sign or reply to accept; $4,166.00 deposit to book.
What to include in a consulting quote
A consulting quote tells the client what you’ll do, what it costs and what’s not included, before they commit. Consultants price by day rate, fixed fee per phase or monthly retainer. Value-based fixed fees are common for well-defined outcomes.
Scope summary: the outcome and deliverables, in a sentence or two.
Price breakdown: each item with quantity, rate and amount, so the client can see what drives the total.
Exclusions: what isn’t included, such as implementation of recommendations.
Assumptions: what the price depends on, such as the client supplying inputs on time.
Terms: validity date, deposit and payment schedule.
Acceptance: how the client says yes.
The template
Quote details
Quote number: [Q-0001]
Date: [Date]
Valid until: [Date — e.g. 30 days]
Prepared for: [Client name and company]
Prepared by: [Your name and business]
Project: [Project name]
Scope summary
[One or two sentences on the outcome and what you’ll deliver.]
Price breakdown
Item
Description
Qty / time
Rate
Amount
Discovery interviews
[12 stakeholder interviews and site visit]
[Qty]
[Rate]
[Amount]
Analysis
[Process mapping and data analysis]
[Qty]
[Rate]
[Amount]
Recommendations workshop
[Half-day leadership workshop]
[Qty]
[Rate]
[Amount]
Final report
[Findings, options and 90-day plan]
[Qty]
[Rate]
[Amount]
Travel expenses
[Rail and accommodation, at cost]
[Qty]
[Rate]
[Amount]
Subtotal: [Amount]
Tax: [If applicable]
Total: [Amount and currency]
Included
[Interview summary]
[Current-state process maps]
[Recommendations workshop]
[Final report with a 90-day implementation plan]
Not included
[Implementation of recommendations]
[Software purchases]
[Travel beyond the agreed sites]
Assumptions
[A named sponsor and day-to-day contact]
[Access to staff for interviews]
[Operational data in agreed formats]
Timeline
Discovery — [dates]
Analysis — [dates]
Recommendations — [dates]
Report and handover — [dates]
Terms
Deposit: [e.g. 30% on acceptance]
Payment schedule: [e.g. balance on delivery, 14 days]
Changes: [Work outside this scope is quoted separately before it starts]
Acceptance
By signing, you accept this quote and its terms.
Name: [Name]
Signature: [Signature]
Date: [Date]
How to fill it in
Number and date the quote, add a validity date and the client’s details.
Summarise the outcome and deliverables in one or two sentences.
Break the price into items with quantities and rates, such as “Discovery interviews”.
List what’s not included and the assumptions the price depends on.
Add the timeline, deposit and payment schedule.
Add an acceptance section, then send it and follow up before it expires.
Use it in Word, Excel, Google Docs or PDF
Microsoft Word
Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.
Google Docs
Upload the .docx file to Google Drive.
Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
Use File → Make a copy for each new client so your master stays clean.
Excel and Google Sheets
Download the Excel (.xlsx) file. It has a blank sheet and a worked example.
Enter quantities, hours and rates: amounts, totals and tax calculate with built-in formulas.
To use Google Sheets, upload the file to Drive and choose Open with → Google Sheets; the formulas carry over.
PDF
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
Example: Meridian Advisory quote for Calder Manufacturing
A filled-in example for a operations review and improvement plan. Both companies are fictional.
Price breakdown
Item
Description
Qty / time
Rate
Amount
Discovery interviews
12 stakeholder interviews and site visit
3 days
$1,400.00
$4,200.00
Analysis
Process mapping and data analysis
4 days
$1,400.00
$5,600.00
Recommendations workshop
Half-day leadership workshop
Fixed fee
$1,200.00
$1,200.00
Final report
Findings, options and 90-day plan
Fixed fee
$2,500.00
$2,500.00
Travel expenses
Rail and accommodation, at cost
1 item
$385.00
$385.00
Total and terms
Total: $13,885.00 plus any applicable tax
Valid until: 30 days from the date above
Deposit: $4,166.00 (30%) on acceptance
Balance: On delivery, due in 14 days
Not included
Implementation of recommendations
Software purchases
Travel beyond the agreed sites
Quote mistakes to avoid
One lump sum. A breakdown shows the value and makes it easier to adjust scope instead of cutting your rate.
No exclusions. Anything you don’t exclude, the client may reasonably assume is included.
No expiry. Without a validity date, a price from six months ago can come back to bite you.
No next step. Tell the client exactly how to accept and what happens after they do.
Send estimates from Angelwood
In Angelwood, clients open an estimate from a link, comment on it, download a PDF and accept or decline it, so you know where every price stands.
A breakdown by item lets the client see value and trade scope rather than question your rate. Consultants price by day rate, fixed fee per phase or monthly retainer. Value-based fixed fees are common for well-defined outcomes.
02
Exclude out loud.
Write down what isn’t included, such as implementation of recommendations. It prevents most disputes later.
03
Make yes easy.
Give a validity date, the deposit and one clear way to accept. A quote with no next step tends to sit in an inbox.
Should a consultant quote a day rate or a fixed fee?+
A fixed fee works when the outcome and scope are clear, and rewards efficiency. A day rate suits open-ended work. Many consultants quote a fixed fee per phase with a day rate for anything beyond scope.
How long should a quote be valid for?+
Thirty days is common. A validity date protects you if costs or your availability change, and gives the client a gentle deadline to decide.
Should I ask for a deposit when a quote is accepted?+
For larger jobs, yes. A deposit of 25–50% on acceptance confirms commitment and covers early costs. Put the deposit and payment schedule on the quote so there are no surprises.
Can I edit this template in Word or Google Docs?+
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
How do I save it as a PDF?+
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.
Does the Excel version calculate totals?+
Yes. Enter quantities, hours and rates and the amounts, subtotal, tax and total calculate automatically. It also works in Google Sheets: upload it to Drive and open it with Google Sheets.