Quote a client for advisory work before you begin. Set out the engagement, day rates or retainer and a valid-until date, add an acceptance line, and download a professional PDF - free, no account.
What a consultant quote should include
- Your consultancy and the client
- A quote number, the date and a valid-until date
- The engagement scope - days, workshops or a retainer - with rates
- Assumptions, deliverables and anything out of scope
- Payment schedule and an acceptance line
Example consultant quote
A typical set of line items — click the button to open it as an editable estimate (with a valid-until date and an acceptance line), then change the details.
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Strategy consulting - half day | 1 | $1,200.00 | $1,200.00 |
| Advisory call - per hour | 4 | $200.00 | $800.00 |
| Monthly retainer | 1 | $2,500.00 | $2,500.00 |
| Total | $4,500.00 |
Consultants often quote a fixed engagement or a retainer and keep the price valid for 30 days.