Quotation Template for Freelancers
Free quotation template built for freelance and consulting work
100% free. Runs entirely in your browser - your files and data never leave your device and nothing is uploaded to any server.
Your work is kept on this device as you type - it will not appear on other devices. Sign in to keep quotes in an account.
Page
“Fit to content” ends the page where your quote ends, with no blank paper underneath, and lets you set the margins below. Switch to A4 or US Letter when you need a standard sheet for printing or filing.
Your business
Prepared for
Details
Table columns (drag to reorder, rename, or add your own - up to 8)
Items
Font
Each template ships with its own typography. Pick a font here to override it everywhere on the page.
Corner style
Rounds or squares the boxes on the page - badge, info cards, table header, totals, notes and payment box. Template keeps each design's own corners.
Page margins (in points; 48 is about 12.7 mm)
Writing a consulting quote clients can say yes to
A freelance or consulting quote is really a short proposal: the problem, what you will do about it, what it costs and when. Clients compare several quotes side by side, and the clearest scope usually wins over the lowest price. This quotation template for freelancers and consultants is laid out to state the scope, assumptions and fee in a single page the client can approve without a call. The sample combines a discovery workshop with senior consulting hours, showing how a fixed and an hourly line sit together.
How to use this tool
- Open the consulting quoteThe Freelance & Consulting pack starts with a workshop and hourly consulting lines you can rename.
- Write the scope and assumptionsState what you will deliver, what you are assuming about the client’s side, what is out of scope and whether you charge a day rate, fixed fee or retainer.
- Get approval in writingSend the PDF or an approval link, so the client can accept without a call.
Scope, assumptions and what is out of scope
Write the scope as a short list of activities and outputs - "two stakeholder workshops, current-state report, 90-day roadmap". Then add the assumptions your price depends on: the client provides data within a week, one point of contact, remote delivery. Finally, list what is not included. An "out of scope" line is the cheapest insurance against a project that grows without the fee growing with it.
Day rate, fixed fee or retainer
A fixed fee suits work with a clear end; a day rate suits discovery where nobody knows the size of the problem yet; a monthly retainer suits ongoing advice. Many consultants quote a paid discovery phase at a fixed price, then quote the main project once the scope is known. Whatever the model, state how extra work is priced - "additional days at $X" - before it is needed.
Key features
- Reads like a short proposal: problem, plan, price and timing.
- Day-rate, fixed-fee and retainer pricing on the same layout.
- A clear scope that wins against cheaper but vaguer quotes.
Common uses
- Consultants responding to a client brief with a fixed-fee proposal.
- Freelance writers and developers quoting a defined project.
- Coaches quoting a programme of sessions.
- Advisers pricing a paid discovery phase.
Tips for better results
- Lead with the outcome the client wants, then the work.
- Write the assumptions your price relies on.
- Name the rate for anything outside the agreed scope.
Mistakes to avoid
- Quoting a fixed price for work whose size is unknown.
- No "out of scope" section.
- A quote with no acceptance step, so work starts without agreement.
Frequently asked questions
The client's objective, the scope of work, deliverables, timeline, fee and payment terms, assumptions, what is out of scope, and how to accept.
Fixed fee when the scope is clear; day rate or a paid discovery phase when it is not.
List exclusions and the rate for extra work on the quote, and require written approval for changes.
Once accepted, a quote can form part of a contract. Many freelancers attach or reference their terms so the acceptance covers both.