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ConsultingStrategyAdvisory

Consulting Services Quote Template

A quote template for management consultants and advisory firms. Breaks the engagement into phases or workstreams with day rates, estimated days, and a clear total — giving procurement teams the structure they need to approve the spend.

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What's included

This template includes all the sections a clear Management Consulting quote needs — structured so clients can review and sign off quickly.

1Company & Client Details
2Engagement Overview
3Phased Workstreams
4Day Rates & Estimated Days
5Expenses Policy
6Payment Terms
7Validity Period

How to use this template

  1. 1

    Download and fill in the template

    Download the template and open it in any text or word processor. Fill in your company details, services, day rates or fixed fees, and payment terms.

  2. 2

    Build your quote in DraftYourBid

    Describe the project scope on the Quote page. DraftYourBid generates an itemised, professional quote with your pricing structure in under 2 minutes.

  3. 3

    Share with your client and generate a contract on sign-off

    Send the quote to your client for approval. When they accept, DraftYourBid can generate a matching contract automatically — no extra work needed.

Build your first quote in minutes

Describe the project scope and DraftYourBid generates an itemised, professional quote — ready to share with your client in under 2 minutes.

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