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Free Consulting Quote Template

Why Choose PDF for Your Consulting Quote

PDF quotes are the professional standard for presenting pricing to prospective clients. A PDF looks exactly as designed on every device, prints cleanly, and cannot be accidentally modified after issuance.

Choose PDF for finalized quotes you send to procurement departments, enterprise clients, or anyone who needs a formal, tamper-proof pricing document. PDF is also the format most likely to be accepted by automated document systems at enterprise clients.

Eonebill generates professional PDF quotes automatically — with your branding, scope of work, pricing, and terms formatted correctly for any industry.

PDF is not editable — use it for the finalized, approved quote. Keep an editable copy for your records.

PDF Format — Pros & Cons

Pros	Cons
Renders identically on every device	Not editable without PDF software
Tamper-proof — cannot be accidentally modified	Negotiation requires a separate editable draft
Professional, polished appearance	Larger file sizes for graphic-heavy docs
Universally accessible — no software required	Can't auto-fill from data sources
Accepted by courts, governments, and enterprise systems	Less suitable for drafting/revision workflows

Consulting Quote — What to Include

Every consulting quote needs these key elements:

Strategy session hours
Workshop facilitation
Report delivery
Follow-up calls

Payment Terms: Net-15 or Net-30 is standard for most consulting work. Always specify exact due dates and late fee consequences.

How to Use This Consulting PDF Template

Download the template — click the download button below
Open in PDF — PDF or any compatible application
Add your business details — logo, name, address, license info
Fill in client information — client name, company, billing address
Enter line items — add your consulting services and pricing
Customize payment terms — due dates, late fees, accepted methods
Export or share — save as PDF for the final version or share directly

Why Use PDF for Consulting Quote

PDF quotes look professional and are tamper-proof once issued. Enterprise clients and procurement systems expect PDF — it signals you're a serious vendor.

Other Consulting Quote Formats

Google Docs | Google Sheets

Related Quote

Freelance quote | Construction quote | Web Development quote

Create your free consulting quote in minutes → Start Now | Browse All Quote Templates → | Home →

What to Include

Your business name, logo, address, phone number, and email
Client's name, company name, and billing address
Quote number, issue date, and expiration date
Itemized line items with service or product descriptions, quantities, unit prices, and line totals
Grand total including applicable taxes and fees, payment terms, and clear instructions for how the client can accept the quote

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When to Use

Responding to a client's request for pricing before they place an order or sign a contract
Providing a firm, fixed price for a clearly defined project, product batch, or service package
Competing for new business by formally presenting your pricing in a professional document
Locking in pricing for materials, labor, or services that could change if the client delays their decision

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Pro Tips

Always set an expiration date of 14–30 days — it protects you from cost increases and creates urgency for the client to make a decision
Break down your pricing line by line rather than offering a single lump sum — transparent quotes build trust and reduce client pushback
Make it easy to accept: include a signature line, a checkbox, or a link to e-sign so clients can say yes without any friction
Follow up with a brief, friendly message within 48 hours of sending — most quote wins happen through follow-up, not the document itself

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Frequently Asked Questions

Everything you need to know about consulting quotes

What is a business quote and how is it different from an estimate?

A quote is a formal, fixed-price offer to deliver specific goods or services at a stated price. Once a client accepts a quote, you are generally bound to deliver at that price. An estimate, by contrast, is an approximate projection of costs — it's understood that the final price may vary based on actual time, materials, or scope. Quotes are appropriate when you know exactly what needs to be done and can commit to a firm price. Estimates are better suited to projects with unknowns, like construction or custom work, where actual costs may deviate from projections. Many service businesses use estimates early in conversation and quotes once the scope is clearly defined.

Is a quote legally binding once a client accepts it?

Yes — in most cases, once a client accepts your quote (by signing it, sending a written approval, or paying a deposit), it forms a binding agreement at the quoted price. This is why it's critical to include an expiration date: quotes accepted after the expiry date are at your discretion to honor or revise. If your costs change significantly before a client accepts an old quote, you are within your rights to issue a revised quote. To be extra protected, include a clause stating that the quote becomes binding only upon receipt of a signed copy or initial deposit, and that it supersedes all previous verbal or written pricing discussions.

Can I change a quote after I've sent it to a client?

You can revise a quote before the client accepts it, but you should issue a clearly numbered revised version (e.g., Quote #1045 Rev. 1) and explicitly state that it supersedes the previous quote. Once a client has accepted a quote in writing, you generally cannot change the price unless the scope of work changes. If new information comes to light after acceptance — such as discovering additional work is needed — document it as a change order or addendum that the client must separately approve. Changing a price after acceptance without a formal change order is a fast way to damage client trust and potentially face a contract dispute.

How long should a business quote be valid for?

Most service businesses set quote validity between 14 and 30 days. Product-based businesses — especially those dealing with volatile commodity prices, import costs, or inventory availability — may use shorter windows of 7–14 days. Businesses with stable pricing can extend validity to 60 days. The key principle: make your expiration window long enough for the client to make a reasonable decision, but short enough to protect you from being locked into outdated pricing. Always print the expiration date prominently on the quote document itself. If a client requests a quote extension, you can issue a revised quote confirming the price is still valid.

What should I do if my costs increase after sending a quote?

If costs increase before a client accepts your quote, issue a revised quote with updated pricing and note the reason for the change. If costs increase after acceptance, the situation is more complex. In most cases, you're bound to honor the accepted price unless your contract or quote explicitly includes a material cost adjustment clause. For trades and contractors, including a clause like 'Material prices subject to change if order is not placed within 14 days of acceptance' is standard practice. Communicate cost changes to clients proactively and professionally — surprises erode trust far more than honest pricing conversations.

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