A consultant is essential when you need expert guidance from a professional. If you offer such services yourself, then consider downloading our easily editable Consultant Quotation Templates for payment negotiations. Our versatile samples are suitable for any kind of consulting company, from interior design to finance. And for added convenience, our content comes available in multiple file formats for different applications (like Mac Numbers and Google Docs). So, hurry and download while you can—improve communications with clients for your consultancy business!
How to Make a Consultant Quotation
Quotations are essential in standard business practices. Not only are they useful as informative documents, but they also help in negotiating price points with clients and customers (as Investopedia explains in one of their articles). Be it freelance or corporate, quotations are integral for all kinds of consultancies.
Are you wondering how to design an impressive consultant quotation from scratch? If so, feel free to read our tips right below.
1. Apply a Proper Layout to Your Consultant Quotation
As an official commercial document, your consultant quotation needs an appropriate layout. In your chosen application, open a new file and decide on your page size—either A4 or US letter, depending on your region’s standard. Set the layout orientation to a portrait format and apply 1-inch margins.
2. Draft Your Quotation’s Upper Section
Start creating your consultant quotation’s writing by giving it a proper title. Opt for something that indicates the document type and the contents, like “Project Planning Quotation.”
Next, write down several details about your consultant business: name, contact information, and address. Afterward, include the quotation’s writer, recipient, and ID number.
3. Add a Grid Table
When providing pricing details about your consulting services (quantity, subtotals, etc.), use a grid table to make the information neat and organized. To make your table more readable, incorporate colors for segregating its different sections.
4. Improve Your Quotation’s Presentation
To make a visually appealing consultant quotation, it’s advisable to implement a bit of graphic design. Use shapes to make simple vector-style graphics, adorning the sides and corners of your document. Additionally, insert your company logo into one of the page’s upper corners or right above the quotation title.
And with that, you now have a better grasp on making a consultant quotation! Don’t forget to download our Consultant Quotation Templates to expedite your work.