What’s on the consulting quote template
Extra fields on this template: Project.
| Service | Qty | Rate | Amount |
|---|---|---|---|
| Phase 1: assessmentInterviews, data review | 1 | $6,000.00 | $6,000.00 |
| Phase 2: recommendationsReport and workshop | 1 | $4,500.00 | $4,500.00 |
| Phase 3: implementation supportHours, estimated | 20 | $175.00 | $3,500.00 |
| Total | $14,000.00 | ||
Example prices in US dollars. Replace them with your own; in the generator, any currency works.
Quoting consulting work
Define the problem, the phases, and deliverables for each. Fixed fees per phase are easier to approve than open hours; use hourly lines for open-ended support. List expenses and how they’re approved, and the hourly rate for extra work. Bill with the consulting invoice template.
From accepted quote to invoice
A quote is a fixed offer: once the client accepts it in writing, by signing it or replying to say yes, both sides are bound by its price and scope. Keep the accepted copy. When the work is done, open the quote in the free quote maker and switch it to Invoice, or start from the consulting invoice template. Anything the client added later goes on its own line.
Frequently asked questions
Fixed fee or hourly?
Fixed for defined deliverables; hourly for advice and support.
Should I quote expenses?
Estimate them in notes and bill at cost.
How do I handle scope changes?
Quote extra work in writing before starting it.