Free Consulting Estimate Template
A professional estimate template for independent consultants. Covers project scope, deliverables, timeline, payment structure, and written sign-off — for project-based, retainer, and hourly consulting engagements. What to include in a consulting estimate: your consultancy name and contact information, the client's name and project reference, a unique estimate number and date, an expiry date, a clear statement of the engagement scope and objectives, line items for each deliverable or phase, your fee structure (project fee, hourly rate, or monthly retainer), timeline and key milestones, assumptions and exclusions that define the scope boundary, payment terms (deposit, milestone payments, or monthly billing), and a link for the client to review and approve. Project estimate: list each deliverable, the scope of work, and the agreed project fee. Define what a revision round covers and what triggers additional billing. Retainer estimate: state the monthly scope of work, the number of hours or deliverables included, the monthly fee, and the billing date. Specify clearly what falls outside the retainer. Hourly estimate: state your hourly rate, the estimated number of hours for the engagement, and your estimate range. Require written approval for additional hours beyond the estimate. Getting written sign-off: in Duevero, clients approve estimates via a shareable link with no account required on their end. The approval is timestamped — creating a clear record before any billable work begins.