Consultant Quote Template
A consultant quote commits to one fixed price for a defined scope: here $17,275.00 for two-week operations review for a regional distributor with on-site interviews, a workshop and a recommendations report, built from 8 lines. It is valid for 30 days and has a signature block. Edit it and download the PDF.
Pre-filled for a consultant: two-week operations review for a regional distributor with on-site interviews, a workshop and a recommendations report. Example prices: replace them with your own.
From
Northgate Consulting
188 Market Street
Springfield, IL 62704
billing@example.com
(615) 555-0188
Quote
Quote for
Jordan Avery
27 Birch Avenue
Georgetown, TX 78626
client@example.com
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Consulting days on siteStakeholder interviews and process walk-throughs | 4 day | $1,400.00 | $5,600.00 |
| Consulting days remoteData review and report drafting | 5 day | $1,200.00 | $6,000.00 |
| Facilitated leadership workshopHalf-day session with preparation and follow-up notes | 1 session | $1,800.00 | $1,800.00 |
| Recommendations report and presentation deck | 1 project | $2,500.00 | $2,500.00 |
| Round-trip airfare, economy, at cost | 1 each | $420.00 | $420.00 |
| Hotel, at cost3 nights near client site | 3 night | $185.00 | $555.00 |
| Meals and incidentals per diem | 4 day | $65.00 | $260.00 |
| Ground transport and parking, at cost | 1 lot | $140.00 | $140.00 |
- Subtotal
- $17,275.00
- Quote total
- $17,275.00
Notes
Fixed price for the scope listed. Some consultants take a retainer equal to the first week of fees from a new client and apply it to the final invoice. Sign and return to accept.
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Consultant quote at a glance
| Fixed price | $17,275.00 before tax |
|---|---|
| Scope | Two-week operations review for a regional distributor with on-site interviews, a workshop and a recommendations report |
| Valid until | 30 days after the quote date |
| Payment | Net 30 |
| Lines quoted | 8 |
What the $17,275.00 consultant quote covers
| Included | Quantity | Price |
|---|---|---|
| Consulting days on site (Stakeholder interviews and process walk-throughs) | 4 day | $5,600.00 |
| Consulting days remote (Data review and report drafting) | 5 day | $6,000.00 |
| Facilitated leadership workshop (Half-day session with preparation and follow-up notes) | 1 session | $1,800.00 |
| Recommendations report and presentation deck | 1 project | $2,500.00 |
| Round-trip airfare, economy, at cost | 1 each | $420.00 |
| Hotel, at cost (3 nights near client site) | 3 night | $555.00 |
| Meals and incidentals per diem | 4 day | $260.00 |
| Ground transport and parking, at cost | 1 lot | $140.00 |
| Quoted price | $17,275.00 |
Quoting consulting work at a fixed price
A consulting quote should define the engagement objective, the number of days or hours, the deliverables, how expenses are billed and the not-to-exceed total.
The biggest single commitment is "Consulting days remote" at $6,000.00 (35% of the price): name the exact model, grade or deliverable so there is no argument about what was promised.
What is fixed in this quote
- Labour: Consulting days on site and Consulting days remote, fixed at $11,600.00.
- Services: Facilitated leadership workshop and Recommendations report and presentation deck, fixed at $4,300.00.
- Travel: Round-trip airfare, economy, at cost, Hotel, at cost and Meals and incidentals per diem and 1 more, fixed at $1,375.00.
- Anything outside "Two-week operations review for a regional distributor with on-site interviews, a workshop and a recommendations report" needs a new quote or a signed variation.
The acceptance block
A quote becomes an agreement when the customer accepts it; leave room at the bottom of quote QUO-1566 for:
- The accepted price, $17,275.00, and the quote number
- Customer name (Jordan Avery in the sample), signature and date
- When payment is due: Net 30
- The last day the price holds (30 days after issue in this sample)
Consultant pricing tips
- Bill on-site and remote days on separate lines when the rates differ and list the dates of each, because clients reconcile consultant invoices against their own meeting calendars.
- Attach receipts for every expense line and follow the client's travel policy on airfare class, hotel caps and per diem, since corporate accounts payable will short-pay an invoice whose expenses exceed it.
- Quote the statement of work number and its not-to-exceed amount and show the total billed to date against it, so the client sponsor sees how much budget remains before approving.
- Bill travel time exactly as the engagement letter says, often at a reduced rate or not at all, and state that on the line, because full-rate travel days are a charge clients frequently question.
Quote or estimate for consulting work?
Consultants rarely need a separate estimate: the scope is usually clear enough to commit to a price such as $17,275.00 up front.
Frequently asked questions
How do I write a consultant quote?
List exactly what is included (8 lines for two-week operations review for a regional distributor with on-site interviews, a workshop and a recommendations report in the sample), give one fixed price ($17,275.00), the validity period and payment terms, and add a signature block for acceptance.
Is a consultant quote binding once accepted?
Generally yes: an accepted quote is a fixed-price offer for the scope it describes, so extra work needs a new quote or a signed variation. Local contract law decides the details.
Should a consultant quote ask for a deposit?
Some consultants take a retainer equal to the first week of fees from a new client and apply it to the final invoice.