Quote template
Consulting Project Quote Template
Quote template for consulting projects with discovery, analysis, workshop, implementation support, and reporting.
Recommended deliverables
- Discovery session
- Analysis
- Recommendations
- Implementation support
Assumptions to include
Quote assumes stakeholder access and timely review of findings.
Payment structure
40% deposit, 30% at midpoint, 30% on final delivery.
Before sending the quote
- Confirm what is included and what is excluded.
- State revision limits, response timelines, and payment milestones.
- Use the profit margin calculator to test the quote before sending.
- Convert the approved quote into an invoice with the same scope and terms.