================================================================================ CONSULTING SERVICES QUOTE TEMPLATE ================================================================================ Provided free by DraftYourBid.com Upload your completed quote to draftyourbid.com for AI polishing ================================================================================ QUOTE REFERENCE: [QUOTE-001] DATE ISSUED: [DD/MM/YYYY] VALID UNTIL: [DD/MM/YYYY] -------------------------------------------------------------------------------- YOUR FIRM / CONSULTANT DETAILS -------------------------------------------------------------------------------- Name / Firm: [YOUR NAME OR FIRM NAME] Address: [ADDRESS LINE 1] [ADDRESS LINE 2] [CITY, POSTCODE] Phone: [YOUR PHONE NUMBER] Email: [YOUR EMAIL ADDRESS] Website: [YOUR WEBSITE] VAT Number: [YOUR VAT NUMBER (if applicable)] -------------------------------------------------------------------------------- CLIENT DETAILS -------------------------------------------------------------------------------- Client Name: [CLIENT COMPANY NAME] Contact Name: [CONTACT PERSON NAME / SPONSOR] Address: [CLIENT ADDRESS LINE 1] [CLIENT ADDRESS LINE 2] [CITY, POSTCODE] Email: [CLIENT EMAIL ADDRESS] Phone: [CLIENT PHONE NUMBER] -------------------------------------------------------------------------------- ENGAGEMENT OVERVIEW -------------------------------------------------------------------------------- Engagement Title: [NAME OF ENGAGEMENT] Background: [Brief description of the client's situation, the challenge or opportunity being addressed, and how this engagement will help them achieve their goals.] Objectives: 1. [Primary objective] 2. [Secondary objective] 3. [Additional objective if applicable] Engagement Type: [ ] Advisory / Strategy [ ] Implementation [ ] Review Engagement Period: [START DATE] to [END DATE] (approx. [X] weeks / months) -------------------------------------------------------------------------------- ENGAGEMENT PHASES & WORKSTREAMS -------------------------------------------------------------------------------- Phase Description Days Day Rate Amount ----- ----------------------------------- ------ ---------- ---------- 1 [e.g. Discovery & Stakeholder [X] [£X/day] [£XXX] Interviews] 2 [e.g. Current State Assessment] [X] [£X/day] [£XXX] 3 [e.g. Strategy Development & [X] [£X/day] [£XXX] Recommendations] 4 [e.g. Implementation Planning] [X] [£X/day] [£XXX] 5 [e.g. Facilitated Workshops (x[N])] [X] [£X/day] [£XXX] 6 [e.g. Final Report & Presentation] [X] [£X/day] [£XXX] 7 [e.g. Post-Engagement Support] [X] [£X/day] [£XXX] Total consulting days: [X] days Day rate applies to: [Consultant name / grade if multiple rates used] Key deliverables: - [e.g. Stakeholder interview summary] - [e.g. Current state report] - [e.g. Strategic recommendations paper] - [e.g. Implementation roadmap] - [e.g. Executive presentation] -------------------------------------------------------------------------------- EXPENSES -------------------------------------------------------------------------------- Item Description Estimated Cost ---------------- --------------------------------------- --------------- Travel [e.g. Rail/flights to client site] £[AMOUNT] Accommodation [e.g. X nights at client location] £[AMOUNT] Subsistence [e.g. Meals during on-site days] £[AMOUNT] Other [e.g. Printing, courier, software] £[AMOUNT] --------------------------------------------------------------- ------- Total Expenses: £[TOTAL] Note: Expenses will be invoiced at cost with receipts provided. Expenses exceeding estimated total require prior written approval. -------------------------------------------------------------------------------- COST SUMMARY -------------------------------------------------------------------------------- Consulting fees (ex. VAT): £[SUBTOTAL] Estimated expenses (ex. VAT): £[EXPENSES] --------------------------------------------------------- ----------- Subtotal (ex. VAT): £[COMBINED] VAT @ 20%: £[VAT AMOUNT] --------------------------------------------------------- ----------- TOTAL ESTIMATED (inc. VAT): £[TOTAL] -------------------------------------------------------------------------------- PAYMENT TERMS -------------------------------------------------------------------------------- Payment schedule: - [X]% on engagement commencement: £[AMOUNT] - [X]% on completion of Phase [X]: £[AMOUNT] - [X]% on delivery of final report: £[AMOUNT] Alternatively, monthly invoicing on a [time and materials] basis may be agreed — please discuss at point of acceptance. Payment method: [Bank transfer] Bank details: [SORT CODE: XX-XX-XX | ACCOUNT: XXXXXXXX] Payment due: [Net 30] days from invoice date Expenses invoiced monthly in arrears with supporting receipts. -------------------------------------------------------------------------------- ADDITIONAL NOTES -------------------------------------------------------------------------------- - This quote is valid for [30] days from the date of issue. - Day rate assumes an [8]-hour working day. Significant out-of-hours work may be subject to a premium rate by mutual agreement. - Client to ensure availability of key stakeholders for interviews and workshops as agreed in the project plan. - Engagement may be paused or extended by mutual agreement in writing. - Confidentiality: All information shared by the client will be treated as strictly confidential in accordance with [YOUR FIRM]'s standard NDA. -------------------------------------------------------------------------------- ACCEPTANCE -------------------------------------------------------------------------------- To accept this quote, please sign below or reply in writing to confirm. Signed (Client): ________________________________ Date: _______________ Name (print): ________________________________ Position: ________________________________ ================================================================================ Thank you for your business — [YOUR NAME / FIRM NAME] ================================================================================