QuickQuote
Consulting

Consulting Quotation Template

Free consulting quotation template with a working editor, live totals and PDF, Word or Excel downloads.

Consulting proposals are bought on outcomes, but priced on days. This template shows the phases, the days and the deliverables so the client can approve a defined engagement.

Step 1 · The basics

Who is this quotation for?

Autosaves as you type
Business details, address and tax information
Tax, website and legal details
Client details
Issue date, validity and referenceQQ-TPL-CONSULTING

Step 2 · The work

What are you quoting?

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More line details
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Step 3 · Totals and terms

Adjustments, terms and branding

Optional. Your lines already make a valid quotation, so open a block only when this deal needs it.

Discounts, fees and taxNone
Fees (shipping, setup, delivery)
Terms, payment instructions and notes
Logo, colours and footer

Logo

Add or replace it directly in the document preview. PNG or JPG, up to 330 KB.

Preview the quotation
PageA4 · 210 × 297 mm

Northwind Studio

Northwind Studio LLC

18 Mission Street, Suite 400, San Francisco, CA 94105 hello@northwind.studio +1 415 555 0132 northwind.studio

Tax / VAT: US-4821-9930

Quotation

QQ-TPL-CONSULTING

Issued Nov 7, 2026

Valid until Nov 21, 2026

Bill to

Acme Ltd

1200 Market Street, Floor 9, San Francisco, CA 94102 maya@acme.test Tax ID: ACME-9

Project

Consulting Quotation

USD

Discovery interviews$2,880.00

6 session × $480.00 · tax 0%

Analysis and report$7,600.00

8 day × $950.00 · tax 0%

Workshops$2,400.00

2 workshop × $1,200.00 · tax 0%

Final presentation$600.00

1 session × $600.00 · tax 0%

Scope of work

Six-week operations review: interviews, current-state analysis, two workshops and a prioritised improvement plan.

Items (excl. tax)$13,480.00
Total$13,480.00

Payment terms

40% on signature, balance on final presentation.

Terms and conditions

Fee assumes access to six stakeholders and existing reporting. Additional workshops billed at the day rate. Expenses recharged at cost with receipts.

Northwind Studio LLC · 18 Mission Street, San Francisco · hello@northwind.studio

Total

$13,480.00

Blank template downloads

The blank version contains this template's row structure, units and terms with no figures. Use it to print and fill by hand, or to keep a master copy in Word. Your finished document is exported from the generator above, so the two are never confused.

Example total in this preview: $13,480.00 across 4 lines.

Go straight to the generator

Prefer to start empty? Open the general quotation generator and build the document from scratch.

Who this template suits

Suits independent consultants and small firms quoting a scoped project rather than open-ended advisory time.

What to include

  • Phases with the number of days in each.
  • Deliverables, such as a report, a plan or a workshop.
  • The day rate and any blended rate for junior support.
  • Expenses, travel and the assumptions the estimate rests on.

How to complete it

  1. Step 1

    Agree the question the engagement answers.

  2. Step 2

    Break the work into phases with days and deliverables.

  3. Step 3

    State the assumptions, the client's responsibilities and the review points.

Before you send

Pricing, pitfalls and proof

  • How it is pricedPrice phases by day rate, with deliverables named and expenses capped.
  • Common mistakeQuoting days without naming the deliverables those days produce.
  • Keep as evidenceKeep the engagement scope, the assumptions and the review dates.

Questions about this template

Should I quote days or a fixed fee?

A fixed fee per phase is easier to approve when the scope is clear. Keep the day rate visible so changes have a price.

How do I handle expenses?

State what is reimbursed and the cap. Uncapped expenses make a fixed fee meaningless.

What if the scope changes?

Price changes at the day rate and agree them in writing before the extra work starts.

Can I include a workshop as a deliverable?

Yes. Price it with preparation and follow-up notes included, not just the hours in the room.