A service quote should define the result, the pricing method and the customer inputs needed to deliver it. This template supports fixed-fee phases, hourly work and reimbursable expenses without combining them into an ambiguous total.
Replace the examples with concrete deliverables and acceptance criteria. If hours are uncertain, state whether they are an estimate, a cap or billed as actual time under the final agreement.
Match the pricing model to the scope
Use fixed fees for defined deliverables, hourly rates for variable effort and unit pricing for repeatable work. You can combine them, but label each line so the customer knows what drives the final charge.
Record assumptions about access, approvals, source material, travel and working hours. A delayed customer input can affect both schedule and cost.
Define completion and revision limits
State what the customer receives and how approval happens. For creative or advisory work, identify included revision or meeting rounds; for field service, identify the site and equipment covered.
When accepted work changes, issue a revised quote or written change record before adding it to the invoice.
Download this document in an editable format
Use the generator above, then choose Word or Excel in the download menu. The file is created locally from the current document.
Frequently asked questions
What should a service quote include?
Include parties, scope, deliverables, pricing units, expenses, assumptions, exclusions, validity, schedule, acceptance method, payment timing and change handling.
Can I mix fixed and hourly fees?
Yes. Put them on separate lines and explain when hourly work is triggered, whether there is a cap and how time is recorded.
Should expenses be included in the total?
Include known expenses and identify uncertain pass-through costs as an allowance or under the reimbursement rule agreed with the customer.
Can I download an editable quote?
Yes. Complete the quote and download DOCX for Word or Google Docs, or XLSX for Excel or Google Sheets.