Consulting
Consulting quote in modules.
Diagnosis to coaching for advisory work.
Quote preview
Sample preview — demo data
Management consulting
Management consulting quote
Sample Tech Co.
Alex Chen · sales@example.com
Acme Trading Ltd.
Jamie Lee · buyer@example.com · +1 415 555 0134
Engagement scope
Consulting items
| # | Service item | Days / units | Unit price | Subtotal |
|---|---|---|---|---|
| 1 | Kickoff & issue log | 1 | 2800.00 | 2800.00 |
| 2 | Executive interviews (day) | 2 | 3200.00 | 6400.00 |
| 3 | Staff survey & sample interviews | 2 | 2400.00 | 4800.00 |
| 4 | Industry benchmarking | 1 | 8000.00 | 8000.00 |
| 5 | Diagnostic report | 1 | 9000.00 | 9000.00 |
| 6 | Org-design proposal | 1 | 12000.00 | 12000.00 |
| 7 | Process redesign proposal | 1 | 8000.00 | 8000.00 |
| 8 | Co-creation workshop | 3 | 4500.00 | 13500.00 |
| 9 | KPI & policy pack | 1 | 6000.00 | 6000.00 |
| 10 | Implementation coaching (day) | 4 | 2800.00 | 11200.00 |
| 11 | Monthly review meeting | 3 | 3500.00 | 10500.00 |
| 12 | Close-out report & next steps | 1 | 5000.00 | 5000.00 |
Total: $97,200.00
Cost summary
Total (excl. tax)
= Consulting items
$97,200.00
Tax rate
6%
$5,832.00
Discount
$0.00
Prepaid
$0.00
Remaining
= Total (excl. tax) + Total (excl. tax) * (Tax rate / 100) - Discount - Prepaid
$103,032.00
Business account
****
Account name
***
Bank
****
1. Travel billed separately. 2. Client provides interviews/materials on time. 3. Advice is not legal or audit opinion.
- Mix modules and days
- Travel and confidentiality in terms
- PDF for internal approval
Clients should see diagnosis vs workshops vs coaching. Itemize instead of one retainer blob.
Trial first, then save your firm’s standard packages.
How to use this Consulting quote template
Fill the Consulting quote template online and export a PDF — no Excel download.
- 1
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- 2
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Common questions
- Travel included?
- Default terms bill travel separately; or add a line.
- Use as a proposal annex?
- Yes. Export PDF for client or internal sign-off.
- How do I create a Consulting quote template without Excel?
- No spreadsheet download needed. Preview this page, click Use this template, fill it online (totals update automatically), and export PDF. Guests get 2 quotes per IP per day; register to save and reuse.
Use this consulting template
Modular fees that survive procurement.