FREE QUOTE TEMPLATE Consulting quote.
Clear enough to say yes to.

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.

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

• 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

1. Discovery — [dates]
2. Analysis — [dates]
3. Recommendations — [dates]
4. 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]

1. Number and date the quote, add a validity date and the client’s details.
2. Summarise the outcome and deliverables in one or two sentences.
3. Break the price into items with quantities and rates, such as “Discovery interviews”.
4. List what’s not included and the assumptions the price depends on.
5. Add the timeline, deposit and payment schedule.
6. Add an acceptance section, then send it and follow up before it expires.

Microsoft Word

1. Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
2. Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
3. Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.

Google Docs

1. Upload the .docx file to Google Drive.
2. Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
3. Use File → Make a copy for each new client so your master stays clean.

Excel and Google Sheets

1. Download the Excel (.xlsx) file. It has a blank sheet and a worked example.
2. Enter quantities, hours and rates: amounts, totals and tax calculate with built-in formulas.
3. 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).

A filled-in example for a operations review and improvement plan. Both companies are fictional.

Price breakdown

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

• 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.

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.

Browse all quotes & estimates templates or the full template library.