Consulting Quotation Template
Management consulting quotation outlining assessment, strategy, and implementation phases with senior advisory rates. Adjust fields in the controller to customize variables dynamically. Open in our visual tiptap document workspace to edit text blocks, trigger AI assistant rewrites, and export as PDF/Word.
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CONSULTING QUOTATION
Firm: Meridian Consulting — sarah.j@techsolutions.com, +1 (555) 382-9281
Quotation QT-2026-0148 for John Doe Services at GlobalTech Industries, issued July 3, 2026, for the Operations Transformation engagement over a 10-week engagement.
Quotation Details
| Phase | Deliverable | Days | Day Rate | Amount |
|---|---|---|---|---|
| Discovery & Assessment | Interviews, data review, findings | 8 | $1,600 | $12,800 |
| Strategy & Roadmap | Target operating model, roadmap | 10 | $1,600 | $16,000 |
| Implementation Support | PMO, change enablement, KPIs | 12 | $1,450 | $17,400 |
| Executive Readout | Board deck & final presentation | 3 | $1,600 | $4,800 |
| Total | $4,500.00 |
Subtotal: $4,250.00 Tax (15): 8% Total: $4,500.00
Terms & Conditions
- Fees are invoiced monthly against days delivered.
- Reasonable travel and expenses are billed at cost with prior approval.
- All deliverables and findings remain strictly confidential.
- Either party may pause the engagement with two weeks written notice.
Next Steps: Payment is due within 30 days of invoice date. Approve this quotation by 2026-08-30 to schedule the kickoff workshop. Contact sarah.j@techsolutions.com to countersign the engagement letter.
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