Are the prices in the templates real market rates?

No. Every quantity and price is an illustrative placeholder so the document has a realistic shape. You must edit each figure before sending; the editor reminds you.

Can I reuse my own quotations as templates?

Yes. Duplicate any quotation and a new draft is created with the same wording, items and milestones; change the customer and figures and send. Keep one well-worded quotation per service line and duplicate it each time.

Load one, then copy sections or items from another using the catalogue and the section library. Many businesses keep one template per service line.

Are templates available on the Free plan?

The basic set is. The Founders' Offer, Pro and Business include the advanced set and more saved templates.

Do the templates work with the AI?

Yes. The AI uses the template as the skeleton for its draft, so the sections and tone match the industry.

Can I request a template for my industry?

Yes, write to us from the contact page with a sample of how you quote. Templates are added based on demand.

Proposal and quotation templates for twelve industries

Each template carries a realistic scope, assumptions, exclusions, schedule, warranty and commercial terms for its trade, plus sample line items and payment milestones. Pick one, replace the placeholders, send.

Start with a template Try Live Demo

The gallery

Sample quantities and prices are illustrative placeholders, not validated market rates. Edit every figure before sending.

Electrical contractors

Electrical wiring and fit-out

Internal wiring, distribution boards, lighting and power points for a commercial or residential space.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 7
Milestones:: 3

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Electrical Works — Supply, Installation, Testing and Commissioning

Item	Qty	Rate	Amount
Main distribution board with MCBs and RCCB[12-way] TPN, [IP43] enclosure	1 nos	₹28,500	₹28,500
Sub-distribution boards[8-way] SPN with MCBs	2 nos	₹7,800	₹15,600
Light point wiring (concealed, FRLS copper)	40 point	₹950	₹38,000
Power point wiring, 6/16 A with modular switch-socket	36 point	₹1,450	₹52,200
AC point wiring with 20 A DP switch	8 point	₹2,900	₹23,200
Chemical earthing with pit and strip	2 set	₹9,500	₹19,000
Testing, commissioning and handover documents	1 job	₹8,000	₹8,000

Subtotal: ₹1,84,500
CGST 9%: ₹16,605
SGST 9%: ₹16,605
Total: ₹2,17,710

Optional: LED panel light fittings ([36 W], [2x2 ft]) — ₹77,880 incl. tax, not in total.

Executive summary

This quotation covers the complete internal electrical works for [customer premises] measuring approximately [2,400 sq ft], including distribution, wiring, points and testing, executed as per IS 732 and the local electricity board's requirements.

Scope of work

- Site measurement, load calculation and layout marking - Supply and installation of main distribution board and sub-boards with MCB/RCCB protection - Concealed conduit wiring with FRLS copper cables - Light, fan, power and AC points as per the schedule of quantities - Earthing with chemical earth pit and continuity testing - Insulation resistance and polarity testing, handover of test report

Assumptions

- Civil work such as chasing and making good is in the customer's scope unless listed - Electricity board connection and meter are available at site - Working hours [9 am to 6 pm], six days a week - Drawings or layout approved by the customer before work starts

Exclusions

- DISCOM liaison, load enhancement and statutory fees - Decorative light fittings and fans (quoted on request) - Data, CCTV and fire-alarm cabling - Any work not listed in the scope

Delivery schedule

- Day 1–2: Marking and conduit laying - Day 3–8: Wiring, board fabrication and fixing - Day 9–12: Fixtures, points and earthing - Day 13–14: Testing, snag list and handover Schedule starts from receipt of advance and site readiness.

Warranty

- Workmanship: [12 months] from handover - Materials: as per manufacturer warranty, passed through to the customer

Payment milestones

Advance with order · On order confirmation40%
On completion of wiring · After conduit and wiring stage40%
On testing and handover · After handover of test report20%

Example requirement: Complete electrical wiring for a 2,400 sq ft office: 3-phase incoming, main distribution board, 40 light points, 36 power points, 8 AC points, earthing and testing, with a two-week completion schedule.

Solar installers

Rooftop solar installation

Grid-tied rooftop solar system with panels, inverter, structure, cabling and commissioning.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 6
Milestones:: 3

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Rooftop Solar PV System — Supply, Installation and Commissioning

Item	Qty	Rate	Amount
Solar PV modules (mono PERC, [540 Wp])Tier-1 brand, [19] nos	10 kW	₹24,000	₹2,40,000
Grid-tied string inverter ([10 kW], 3-phase)	1 nos	₹62,000	₹62,000
Mounting structure (hot-dip galvanised)	10 kW	₹6,500	₹65,000
DC/AC cabling, earthing, LA, ACDB/DCDB	1 lot	₹38,000	₹38,000
Installation, testing and commissioning	1 job	₹35,000	₹35,000
Net-metering liaison and documentation	1 job	₹8,000	₹8,000

Subtotal: ₹4,48,000
CGST 9%: ₹40,320
SGST 9%: ₹40,320
Total: ₹5,28,640

Optional: battery backup ([5 kWh] lithium) — ₹2,18,300 incl. tax, not in total.

Executive summary

This proposal covers the design, supply, installation and commissioning of a [10 kW] grid-connected rooftop solar PV system at [site address]. The system is sized to offset a significant share of the customer's daytime consumption and is designed for a service life of 25 years.

Scope of work

- Site survey, shadow analysis and structural assessment - Supply of solar PV modules, grid-tied inverter and mounting structure - DC and AC cabling, earthing, lightning protection and protection devices - Installation, testing and commissioning - Net-metering application support with the local DISCOM ([customer to provide documents]) - Handover with as-built drawings and operation guidance

Assumptions

- Roof is structurally sound and accessible for installation - Unobstructed south-facing roof area of approximately [100 sq m] is available - Existing electrical infrastructure can accept the solar connection - Customer provides water and power at site during installation

Exclusions

- Civil works beyond standard module mounting - DISCOM fees, meter charges and statutory deposits - Battery storage (available as an optional item) - Any work not explicitly listed in the scope

Delivery schedule

- Week 1: Survey, design and material ordering - Week 2–3: Delivery and installation - Week 4: Testing, commissioning and net-metering submission Timeline is indicative and starts from receipt of advance and site readiness.

Warranty

- Solar modules: [25-year] performance warranty as per manufacturer - Inverter: [5-year] manufacturer warranty - Workmanship: [1 year] from commissioning

Payment milestones

Advance with order · On order confirmation40%
On material delivery · On delivery at site50%
On commissioning · After successful commissioning10%

Example requirement: 10 kW rooftop solar installation for a residence, including panels, inverter, mounting structure, cabling, net-metering support, commissioning, warranty and project schedule.

HVAC services

HVAC supply and installation

Split or VRF air-conditioning supply, piping, installation and annual maintenance.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 3

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Air-Conditioning Works — Supply, Installation and Commissioning

Item	Qty	Rate	Amount
Cassette AC unit, [2.0 ton], inverterIndoor + outdoor unit, [3-star]	6 set	₹78,000	₹4,68,000
Insulated copper piping with drain and cabling	90 mtr	₹1,150	₹1,03,500
Outdoor unit stands and vibration pads	6 set	₹2,400	₹14,400
Installation, vacuuming, gas top-up and commissioning	6 nos	₹4,500	₹27,000
Core cutting and making good	6 nos	₹900	₹5,400

Subtotal: ₹6,18,300
CGST 9%: ₹55,647
SGST 9%: ₹55,647
Total: ₹7,29,594

Optional: annual maintenance contract ([4] visits, [1 year]) — ₹22,656 incl. tax, not in total.

Executive summary

This quotation covers the supply, installation and commissioning of air-conditioning for [customer premises] of about [1,800 sq ft], with equipment selected for the heat load estimated during our site visit.

Scope of work

- Heat-load estimation and equipment selection - Supply of indoor and outdoor units of the specified capacity - Insulated copper refrigerant piping, drain piping and cabling up to [15 m] per unit - Outdoor unit stands, vibration pads and brackets - Gas charging, vacuuming, testing and commissioning - Operating instructions and handover

Assumptions

- Core cutting and making good of walls is included for standard brick walls - Power supply with MCB is available within [3 m] of each indoor unit - Ceiling and false-ceiling access is provided by the customer - Scaffolding beyond [4 m] height is quoted separately

Exclusions

- Electrical wiring from the distribution board to the AC point - False-ceiling cutting and reinstatement - Structural changes or chimney/duct work unless listed - Consumables after commissioning

Delivery schedule

- Day 1–2: Marking, core cutting and piping - Day 3–5: Unit fixing and interconnection - Day 6: Vacuuming, gas charging and commissioning Schedule begins after advance and material delivery.

Warranty

- Equipment: manufacturer warranty, typically [1 year] comprehensive and [5 years] on compressor - Installation workmanship: [12 months]

Payment milestones

Advance with order · On order confirmation50%
On delivery of units · On delivery at site40%
On commissioning · After commissioning report10%

Example requirement: Air-conditioning for a 1,800 sq ft clinic: six 2-ton cassette units, copper piping and drain, outdoor unit stands, electrical interconnection, commissioning and a one-year AMC option.

Fabrication workshops

Steel fabrication and erection

MS or SS structural fabrication, grills, sheds and gates with site erection and painting.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 7
Milestones:: 3

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Fabrication and Erection of Structural Steel Works

Item	Qty	Rate	Amount
MS structural steel — columns, rafters and purlinsISMC/ISMB sections and 'C' purlins	2400 kg	₹118	₹2,83,200
Fabrication, welding and grinding	2400 kg	₹22	₹52,800
Colour-coated roofing sheets, [0.5 mm]	1300 sqft	₹95	₹1,23,500
Gutters, ridge, flashing and fasteners	1 lot	₹18,000	₹18,000
Rolling shutter, [10 ft x 10 ft], manual	2 nos	₹32,000	₹64,000
Primer and enamel painting (two coats each)	2400 kg	₹9	₹21,600
Transport, crane hire and erection	1 job	₹45,000	₹45,000

Subtotal: ₹6,08,100
CGST 9%: ₹54,729
SGST 9%: ₹54,729
Total: ₹7,17,558

Optional: motorised operation for rolling shutters — ₹43,660 incl. tax, not in total.

Executive summary

This quotation covers the fabrication, supply and erection of structural steel works at [site address] as per the drawing or sketch shared by the customer, including surface preparation and painting.

Scope of work

- Material procurement as per the bill of materials - Cutting, fit-up, welding and grinding at our workshop - Transport to site, unloading and erection with crane or chain pulley as needed - Anchor fastening to civil foundations provided by the customer - Two coats of red oxide primer and two coats of enamel/PU paint - Fixing of roofing sheets, gutters and accessories

Assumptions

- Civil foundations and pedestals with anchor bolts are ready before erection - Clear access for a [20 ft] vehicle and crane at site - Power and water available at site - Steel rates are based on prices on the quotation date

Exclusions

- Civil works, foundations and flooring - Statutory approvals, structural certification by a licensed engineer - Electrical, plumbing and insulation - Any variation due to steel price change beyond [5%]

Delivery schedule

- Week 1: Drawing approval and material procurement - Week 2: Workshop fabrication and painting - Week 3: Erection and sheeting at site Starts from drawing approval and receipt of advance.

Warranty

- Workmanship and welding: [12 months] - Paint finish: [6 months] against peeling under normal conditions

Payment milestones

Advance for material · On drawing approval50%
Before dispatch from workshop · On fabrication completion40%
After erection · On handover10%

Example requirement: Fabrication and erection of a 1,200 sq ft MS shed with 'C' purlins, colour-coated roofing sheets, gutters, two rolling shutters and anti-corrosive painting, delivered within three weeks.

Engineering consultants

Engineering design consultancy

Structural, MEP or process design with drawings, calculations and site support stages.

Sections:: Cover letter, Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 4

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Engineering Design Services — Proposal and Fee Quotation

Item	Qty	Rate	Amount
Stage 1 — concept design and scheme options	1 job	₹60,000	₹60,000
Stage 2 — detailed analysis and design	1 job	₹1,50,000	₹1,50,000
Stage 3 — GFC drawings and bar bending schedules	1 job	₹1,20,000	₹1,20,000
Stage 4 — site visits	3 visit	₹8,000	₹24,000
Quantity estimate of steel and concrete	1 job	₹18,000	₹18,000

Subtotal: ₹3,72,000
CGST 9%: ₹33,480
SGST 9%: ₹33,480
Total: ₹4,38,960

Optional: 3D structural model and clash check — ₹53,100 incl. tax, not in total.

Executive summary

We will provide [structural] design services for [project description] from concept through detailed design and construction support, coordinated with the architect and other consultants appointed by the customer.

Scope of work

- Stage 1 — Concept: review of architectural drawings, structural scheme options and preliminary sizing - Stage 2 — Detailed design: analysis, member design, foundation design as per the geotechnical report - Stage 3 — Drawings: general arrangement, reinforcement details and bar bending schedules - Stage 4 — Construction support: [3] site visits and response to contractor queries within [3 working days]

Assumptions

- Architectural drawings and soil investigation report are provided by the customer - Design follows IS 456, IS 875, IS 1893 and IS 13920 as applicable - [Two] rounds of revision are included at each stage; further revisions billed at the hourly rate - Statutory submissions use the customer's licensed engineer unless agreed otherwise

Exclusions

- Soil investigation, surveys and testing - Proof checking by a third party - Site supervision beyond the listed visits - Design of temporary works, formwork and scaffolding

Delivery schedule

- Stage 1: [2 weeks] from receipt of architectural drawings - Stage 2: [4 weeks] from concept approval - Stage 3: [3 weeks] from design freeze - Stage 4: as per the construction programme

Warranty

- We hold professional responsibility for the design delivered under this engagement - Drawings are issued for the specified project only and remain our intellectual property until final payment

Payment milestones

On appointment · Advance20%
On concept approval · Completion of Stage 120%
On detailed design submission · Completion of Stage 240%
On issue of GFC drawings · Completion of Stage 320%

Example requirement: Structural design for a G+3 commercial building of 12,000 sq ft built-up area: concept, detailed design, RCC drawings, bar bending schedules, three site visits and support during execution.

Construction contractors

Civil construction and renovation

Interior renovation or civil works with itemised rates for masonry, flooring, painting and finishing.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 7
Milestones:: 4

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Civil and Interior Renovation Works — Quotation

Item	Qty	Rate	Amount
Dismantling and debris removal	1100 sqft	₹35	₹38,500
Bathroom plumbing — concealed lines and fittings	2 nos	₹38,000	₹76,000
Waterproofing of bathroom floors and wet walls	160 sqft	₹85	₹13,600
Vitrified tile flooring with skirting (laying and material)Tile budget [₹65]/sqft included	1100 sqft	₹165	₹1,81,500
Bathroom wall and floor tiling	420 sqft	₹145	₹60,900
Gypsum false ceiling with cove	280 sqft	₹110	₹30,800
Putty, primer and two coats of emulsion	3300 sqft	₹28	₹92,400

Subtotal: ₹4,93,700
CGST 9%: ₹44,433
SGST 9%: ₹44,433
Total: ₹5,82,566

Optional: anti-skid tiles for balcony — ₹14,160 incl. tax, not in total.

Executive summary

This quotation covers renovation works at [property address], an apartment of about [1,100 sq ft], as discussed during our site visit on [date]. Rates are itemised so the customer can adjust the scope before work begins.

Scope of work

- Dismantling of existing flooring, bathroom tiles and fittings, with debris removal - Plumbing with CPVC/UPVC lines and concealed fittings in [two] bathrooms - Waterproofing of bathroom floors and wet walls - Vitrified tile flooring with skirting across the apartment - Gypsum false ceiling in the living room with cove for lighting - Wall putty, primer and two coats of emulsion paint

Assumptions

- Society permissions and work timings are arranged by the customer - Tiles, sanitary ware and CP fittings are selected by the customer within the quoted budget rates - Water and electricity are available at site - Debris disposal location is within [5 km]

Exclusions

- Modular kitchen, wardrobes and loose furniture - Electrical rewiring beyond relocation of [6] points - Structural changes to RCC members - Society deposits, permissions and penalties

Delivery schedule

- Week 1: Dismantling and plumbing - Week 2–3: Waterproofing, tiling and false ceiling - Week 4: Painting, fittings and cleaning Duration [4 weeks] from start of work, subject to material selection by the customer.

Warranty

- Workmanship: [12 months] - Waterproofing: [5 years] against seepage under normal use

Payment milestones

Advance on start · Before dismantling30%
On completion of plumbing and tiling · End of week 340%
On painting completion · End of week 420%
After snag list closure · On handover10%

Example requirement: Renovation of a 1,100 sq ft apartment: dismantling, two bathrooms re-done with new plumbing and tiles, vitrified flooring throughout, false ceiling in living room, putty and painting, modular kitchen excluded.

Architecture firms

Architectural design services

Concept to construction drawings for a residence or commercial project, with staged fees.

Sections:: Cover letter, Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 6
Milestones:: 6

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Architectural Design Services — Fee Proposal

Item	Qty	Rate	Amount
Stage 1 — brief, site study and concept options	1 job	₹90,000	₹90,000
Stage 2 — design development	1 job	₹1,20,000	₹1,20,000
Stage 3 — approval drawings	1 job	₹60,000	₹60,000
Stage 4 — working drawings and details	1 job	₹1,80,000	₹1,80,000
Stage 5 — site visits	12 visit	₹6,000	₹72,000
3D exterior views	4 nos	₹7,500	₹30,000

Subtotal: ₹5,52,000
CGST 9%: ₹49,680
SGST 9%: ₹49,680
Total: ₹6,51,360

Optional: interior design concept for living and dining — ₹88,500 incl. tax, not in total.

Executive summary

We will design [project description] on a plot of [40 ft x 60 ft], taking the project from concept to construction drawings and supporting execution through periodic site visits, while coordinating structural and MEP consultants.

Scope of work

- Stage 1 — Brief and concept: site study, two concept options, 3D massing views - Stage 2 — Design development: plans, elevations, sections and material palette - Stage 3 — Approval drawings for the local authority in the required format - Stage 4 — Working drawings: architectural details, door-window schedules, finishes - Stage 5 — Construction support: [12] site visits and review of contractor shop drawings

Assumptions

- Plot survey and soil report are provided by the customer - Structural, MEP and landscape consultants are appointed by the customer on our recommendation, or billed at cost plus [10%] - [Two] rounds of changes per stage are included - Fee is based on a built-up area of [3,200 sq ft]; it is revised pro rata if the area changes by more than 10%

Exclusions

- Statutory fees, scrutiny charges and liaison agent charges - Interior design, furniture and lighting design (quoted separately) - Day-to-day site supervision - Photorealistic renders beyond those listed

Delivery schedule

- Stage 1: [3 weeks] - Stage 2: [4 weeks] - Stage 3: [2 weeks] plus authority processing time - Stage 4: [6 weeks] - Stage 5: through the construction period, estimated [12 months]

Warranty

- Drawings are issued for this project only and remain the studio's intellectual property - We will correct drawing errors attributable to us at no cost during construction

Payment milestones

On appointment · Advance15%
On concept approval · Completion of Stage 120%
On design development approval · Completion of Stage 225%
On municipal submission · Completion of Stage 310%
On working drawings · Completion of Stage 420%
During construction · Quarterly across Stage 510%

Example requirement: Architectural design for a 3,200 sq ft independent house on a 40x60 ft plot: concept options, municipal approval drawings, working drawings, interior design coordination and periodic site visits over 14 months.

IT services

Software development project

Fixed-scope web or mobile build with discovery, design, development, testing and support phases.

Sections:: Cover letter, Executive summary, Scope of work, Deliverables, Technical description, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 7
Milestones:: 4

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Proposal for Design and Development of [Product Name]

Item	Qty	Rate	Amount
Discovery workshops and requirement document	1 job	₹60,000	₹60,000
UX/UI design for key screens	12 nos	₹7,500	₹90,000
Front-end development	240 hour	₹1,400	₹3,36,000
Back-end API and database development	200 hour	₹1,500	₹3,00,000
Integrations (payment, notifications)	1 lot	₹55,000	₹55,000
Testing, deployment and handover	1 job	₹45,000	₹45,000
Post-launch support	3 month	₹20,000	₹60,000

Subtotal: ₹9,46,000
CGST 9%: ₹85,140
SGST 9%: ₹85,140
Total: ₹11,16,280

Optional: Android and iOS apps (React Native) — ₹4,13,000 incl. tax, not in total.

Executive summary

We will design, build and deploy [Product Name], a [web application] that lets [customer's users] [key outcome]. The project is delivered in fixed phases with a demo at the end of each, so you see working software every two weeks.

Scope of work

- Discovery: requirement workshops, user flows and a prioritised feature list - UX/UI design: wireframes and high-fidelity screens for [12] key screens - Development: [React] front end, [Node.js] API, [PostgreSQL] database - Integrations: [payment gateway, SMS/WhatsApp notifications] - Testing: functional, cross-browser and basic security testing - Deployment on the customer's cloud account and handover of source code

Assumptions

- A single point of contact approves designs and features within [3 working days] - Content, logos and brand guidelines are provided by the customer - Cloud, domain and third-party service costs are paid directly by the customer - Scope is fixed to the feature list agreed at the end of discovery; changes go through a written change request

Exclusions

- Native mobile apps (available as a separate proposal) - Data migration from legacy systems unless listed - Ongoing hosting and third-party subscription fees - Marketing, SEO and content writing

Delivery schedule

- Weeks 1–2: Discovery and design - Weeks 3–8: Development in three sprints with demos - Week 9: Testing and fixes - Week 10: Deployment, training and handover The [3-month] support period starts after go-live.

Warranty

- Defects reported within the support period are fixed at no cost - Source code and IP transfer to the customer on final payment

Payment milestones

On signing · Advance30%
On design approval · End of week 220%
On sprint 3 demo · End of week 830%
On go-live · End of week 1020%

Example requirement: Build a customer portal for a logistics company: login, shipment tracking, invoice download and support tickets; React front end, Node/Postgres back end, deployed on the customer's cloud; 10 weeks with 3 months of support.

Marketing agencies

Digital marketing retainer

Monthly retainer covering social media, paid campaigns, content and reporting.

Sections:: Cover letter, Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 2

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Digital Marketing Proposal — [Brand Name]

Item	Qty	Rate	Amount
Social media management (posts, reels, community)	6 month	₹45,000	₹2,70,000
Paid media management (Meta and Google)Fee on top of ad spend paid by the customer	6 month	₹30,000	₹1,80,000
Ad creatives (static and video variants)	6 month	₹15,000	₹90,000
Monthly performance report and review	6 month	₹6,000	₹36,000
Onboarding and brand audit (one time)	1 job	₹25,000	₹25,000

Subtotal: ₹6,01,000
CGST 9%: ₹54,090
SGST 9%: ₹54,090
Total: ₹7,09,180

Optional: product photoshoot (half day, [20] products) — ₹41,300 incl. tax, not in total.

Executive summary

We propose a [six-month] retainer focused on building [Brand Name]'s presence on [Instagram and Facebook] and driving measurable sales through paid campaigns, with transparent monthly reporting against agreed targets.

Scope of work

- Social media: content calendar, [12] static posts and [8] reels per month, community management on working days - Paid media: campaign strategy, creative variants, daily optimisation of [Meta and Google] ads - Content: copywriting and design for all posts; product photography by the customer or quoted separately - Reporting: monthly performance report and a review call

Assumptions

- Ad spend of about [₹2,00,000] per month is paid directly to the platforms by the customer - Product shots and brand assets are provided; shoots can be arranged at extra cost - Approvals on the calendar within [2 working days] - Access to ad accounts, analytics and the storefront is provided

Exclusions

- Ad spend and platform fees - Influencer fees and paid collaborations - Website development and SEO (quoted separately) - Printing and offline media

Delivery schedule

- Month 1: Onboarding, brand audit, calendar set-up and first campaigns live by week 3 - Months 2–6: Monthly cycle of planning, publishing, optimising and reporting - Review meeting in the first week of each month

Warranty

- We do not guarantee specific sales results; targets are agreed as benchmarks and reviewed monthly - All creatives become the customer's property on payment

Payment milestones

Month 1 retainer with onboarding · On signing30%
Months 2–6 retainer · Monthly in advance70%

Example requirement: Six-month digital marketing retainer for a D2C skincare brand: Instagram and Facebook management, 12 posts and 8 reels a month, Meta and Google ads management with a ₹2 lakh monthly ad budget, monthly performance report.

Business consultants

Consulting engagement

Diagnostic, recommendations and implementation support for a business improvement project.

Sections:: Cover letter, Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 4

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Consulting Proposal — [Engagement Name]

Item	Qty	Rate	Amount
Phase 1 — diagnostic (senior consultant and analyst)	4 week	₹90,000	₹3,60,000
Recommendations report and roadmap	1 job	₹80,000	₹80,000
Phase 2 — implementation support	8 week	₹55,000	₹4,40,000
Implementation toolkit (SOPs, dashboards, trackers)	1 job	₹45,000	₹45,000
Steering committee updates and closing report	1 job	₹30,000	₹30,000

Subtotal: ₹9,55,000
CGST 9%: ₹85,950
SGST 9%: ₹85,950
Total: ₹11,26,900

Optional: training workshop for supervisors (one day) — ₹47,200 incl. tax, not in total.

Executive summary

[Customer] wants to [objective]. We propose a [12-week] engagement in two phases: a diagnostic that establishes facts and quantifies the opportunity, followed by implementation support that helps your team put the agreed changes into practice.

Scope of work

- Phase 1 — Diagnostic ([4 weeks]): interviews, data analysis, process mapping and benchmarking - Recommendations report with a prioritised roadmap and business case - Phase 2 — Implementation support ([8 weeks]): weekly working sessions, templates and dashboards, coaching of process owners - Steering committee updates every [two weeks]

Assumptions

- A sponsor and a working team of [3] people are available for about [20%] of their time - Data from [ERP/accounts] is shared within the first week - Work is on site [2 days] a week and remote otherwise - Decisions on recommendations are taken within [1 week] of presentation

Exclusions

- Software licences and IT implementation - Recruitment and HR decisions - Statutory, legal or tax advice - Travel and stay outside [city], billed at actuals

Delivery schedule

- Weeks 1–4: Diagnostic - Week 5: Recommendations presentation and decision - Weeks 6–13: Implementation support - Week 14: Closing review

Warranty

- Our recommendations are based on information provided and our professional judgement; results depend on implementation by the customer - All customer information is kept confidential

Payment milestones

On signing · Advance30%
On recommendations presentation · End of week 530%
Mid-implementation · End of week 920%
On closing review · End of week 1420%

Example requirement: Operations improvement engagement for a mid-sized auto-components manufacturer: four-week diagnostic of production planning and inventory, recommendations report, and eight weeks of implementation support with weekly reviews.

Freelancers

Freelance project quote

Short, clear quote for design, writing, video or development work with revisions and timelines.

Sections:: Cover letter, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 2

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Quotation for [Project Name]

Item	Qty	Rate	Amount
Logo design — three concepts, one finalised	1 job	₹25,000	₹25,000
Colour palette and typography	1 job	₹6,000	₹6,000
Menu design (print-ready)	2 nos	₹5,000	₹10,000
Social media templates	6 nos	₹1,800	₹10,800
Brand guide PDF	1 job	₹8,000	₹8,000

Subtotal: ₹59,800
CGST 9%: ₹5,382
SGST 9%: ₹5,382
Total: ₹70,564

Optional: signage and packaging mock-ups — ₹14,160 incl. tax, not in total.

Scope of work

- [Logo design]: three initial concepts, one developed to final - [Colour palette and typography] recommendations - [Menu design]: two pages, print-ready PDF - [Social media templates]: six editable templates - Brand guide PDF summarising usage

Assumptions

- Brief, references and text content are shared before the start - [Two] rounds of revisions are included; further rounds at [₹2,500] each - Feedback within [3 days] keeps the timeline on track - Printing and stock photos are not included

Exclusions

- Printing costs - Paid fonts or stock imagery (quoted at cost) - Website design or development - Additional pages or formats beyond those listed

Delivery schedule

- Week 1: Concepts - Week 2: Refinement and menu design - Week 3: Templates, brand guide and final files Total [3 weeks] from receipt of advance.

Warranty

- Source files are shared after full payment - Minor corrections within [14 days] of delivery are free

Payment milestones

Advance to start · On approval50%
Balance before final files · On delivery50%

Example requirement: Brand identity for a new café: logo with three concepts, colour palette and typography, menu design (two pages), social media templates (six), brand guide PDF, two revision rounds, delivered in three weeks.

Industrial maintenance

Industrial maintenance contract

Preventive and breakdown maintenance for plant equipment with defined visits and response times.

Sections:: Executive summary, Scope of work, Deliverables, Assumptions, Exclusions, Delivery schedule, Commercial terms, Warranty, Notes
Sample items:: 5
Milestones:: 4

Use this template

Your business name

Quotation

Valid 15 days

Prepared for

Customer name

Annual Maintenance Contract — Plant Electrical and Mechanical Equipment

Item	Qty	Rate	Amount
Preventive maintenance visits (two technicians, full day)	12 visit	₹14,500	₹1,74,000
Thermal scanning of LT panel and motor terminals	4 visit	₹6,500	₹26,000
Compressor service (filters, oil check, valve inspection)	4 nos	₹5,800	₹23,200
Breakdown attendance included in contract	6 visit	₹4,500	₹27,000
Quarterly condition report and review	4 nos	₹3,500	₹14,000

Subtotal: ₹2,64,200
CGST 9%: ₹23,778
SGST 9%: ₹23,778
Total: ₹3,11,756

Optional: vibration analysis of critical motors — ₹28,320 incl. tax, not in total.

Executive summary

This proposal sets out an annual maintenance contract for the electrical and mechanical equipment at [plant name], combining scheduled preventive maintenance with priority breakdown support to reduce unplanned downtime.

Scope of work

- [12] preventive maintenance visits per year as per the agreed checklist - Inspection, cleaning, lubrication, tightening and thermal scanning of listed equipment - Breakdown attendance within [24 hours] of a call on working days - Minor repairs and adjustments during visits - Quarterly condition report with recommendations and spare-part forecasts

Assumptions

- Equipment list and access are as surveyed on [date] - Customer provides a safety permit and isolation during work - Spares and consumables are supplied by the customer or billed separately with approval - Visits are scheduled on working days during the first shift

Exclusions

- Cost of spare parts, consumables and lubricants - Major overhauls, rewinding and replacement of equipment - Work on equipment not in the agreed list - Statutory testing and certification fees

Delivery schedule

- Preventive visits: one per month on a mutually agreed date - Breakdown attendance: within [24 hours] of intimation - Quarterly review meeting with the plant in-charge

Warranty

- Repairs carried out during visits are covered for [90 days] - Spares supplied by us carry the manufacturer warranty

Payment milestones

Quarter 1 in advance · On contract start25%
Quarter 2 in advance · Start of month 425%
Quarter 3 in advance · Start of month 725%
Quarter 4 in advance · Start of month 1025%

Example requirement: Annual maintenance contract for a packaging plant: monthly preventive visits covering 12 motors, 4 compressors and the LT panel, breakdown response within 24 hours, consumables excluded, with a quarterly report.

How the templates were written

Each template follows how its trade actually quotes in India: per point and per board for electrical, per kW for solar, per square foot and per kilogram for civil and fabrication, per visit for maintenance, per stage for design consultancies, per week or month for consulting and agencies, and fixed scope with revision rounds for freelancers. The narrative sections use the vocabulary a customer in that industry expects, and the assumptions and exclusions cover the disputes that most often arise: civil work boundaries, DISCOM fees, material price movements, approval delays, revision limits, expenses.

Placeholders, not pretend data

Anything a template cannot know about your business is written as a bracketed placeholder: [brand], [25-year], [city], [₹8,000]. The editor highlights every one until you resolve it, and the AI copilot panel lists any that remain under “Review before sending”. Prices and quantities are illustrative placeholders too, and they are labelled as such wherever they appear, including in the live demo.

Making a template your own

Load a template, edit the wording to match how you speak, replace sample items with your catalogue items and real rates, set your usual milestones, and send it. Next time, duplicate that quotation instead of starting from the template; the new draft carries your wording, items and milestones. Keep one per service line if your business has several. Read more under templates in the help center.

Frequently asked questions

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