Professional services
Service quote template with clear scope.
Consulting, delivery, and on-site support billed by day or unit.
Quote preview
Sample preview — demo data
Service quote
General service quote
Sample Tech Co.
Alex Chen · sales@example.com
Acme Trading Ltd.
Jamie Lee · buyer@example.com · +1 415 555 0134
Scope of work
Services
| # | Service item | Days / units | Unit price | Subtotal |
|---|---|---|---|---|
| 1 | Kickoff & scope confirmation | 0.5 | 1600.00 | 800.00 |
| 2 | Stakeholder interviews (day) | 2 | 1600.00 | 3200.00 |
| 3 | Discovery workshop | 1 | 1800.00 | 1800.00 |
| 4 | As-is mapping & gap analysis | 2 | 1400.00 | 2800.00 |
| 5 | Solution design & review | 2 | 1500.00 | 3000.00 |
| 6 | Process / policy documentation | 2 | 1200.00 | 2400.00 |
| 7 | Implementation & data prep | 3 | 1200.00 | 3600.00 |
| 8 | Integration & UAT | 2 | 1300.00 | 2600.00 |
| 9 | User training (half day) | 1 | 1100.00 | 1100.00 |
| 10 | Go-live support (day) | 2 | 1200.00 | 2400.00 |
| 11 | Knowledge transfer & handoff list | 1 | 1100.00 | 1100.00 |
| 12 | Hypercare (week) | 2 | 2800.00 | 5600.00 |
Total: $30,400.00
Cost summary
Total (excl. tax)
= Services
$30,400.00
Tax rate
6%
$1,824.00
Discount
$0.00
Prepaid
$0.00
Remaining
= Total (excl. tax) + Total (excl. tax) * (Tax rate / 100) - Discount - Prepaid
$32,224.00
Business account
****
Account name
***
Bank
****
1. Person-days billed by attendance; under half a day counts as half. 2. Travel and extras agreed separately. 3. Valid for 30 days.
- Items, qty, and rate total automatically
- Timeline and acceptance in notes/terms
- Try without login
Service offers get vague in paragraphs. A table of workshops, delivery, and training makes scope visible.
2 guest quotes per day; register to reuse the layout.
How to use this Service quote template
Fill the Service quote template online and export a PDF — no Excel download.
- 1
Preview the layout
See a sample Service quote template with demo data on this page.
- 2
Open the editor
Click Use this template. No signup required to try.
- 3
Fill and export PDF
Enter your letterhead and line items. Totals update automatically. Download a professional PDF.
Common questions
- Day-rate billing?
- Yes. Qty = days, unit price = day rate.
- Travel costs?
- Add a line or note travel at cost.
- How do I create a Service 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 service template
Turn scope into a signable quote.