Quote template
Virtual Assistant Quote Template
Quote template for VA support packages, admin blocks, inbox cleanup, and recurring operations support.
Recommended deliverables
- Task setup
- Admin support block
- Weekly status note
- Process documentation
Assumptions to include
Quote assumes clear task lists, tool access, and one primary point of contact.
Payment structure
Support blocks and retainers are due in advance.
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.