Proposal Quote Template
Two or three options priced whole, with the reasoning and a recommendation. Free PDF, no sign-up.
A quote proposal is the only quote that prices more than one answer. Instead of a single number the client must accept or refuse, it sets out two or three ways of solving the problem, each carrying one price of its own, with the reasoning that separates them. Done well it changes the question from whether to buy into which to buy — and the discipline that makes it work is that an option is bought whole. Showing how one of them is built up is fine, and often persuasive; selling half of it, or half of one and half of another, is not.
|
QUOTE
Issued
|
|
Issued by
Redpoint Systems Consulting
600 West Jackson Boulevard 60654 Chicago, IL United States proposals@redpointsys.example |
Bill to
Harrow & Finch Wholesale
2400 Canal Street 60616 Chicago, IL United States operations@harrowfinch.example |
| Description | Qty | Rate | Tax | Amount |
|---|---|---|---|---|
Option A — Discovery and data audit Two weeks: trace the order sync failures and map what the batch actually moves | 1 | $6,500.00 | — | $6,500.00 |
Option A — Order sync remediation Six weeks, one engineer, working against your staging environment | 6 | $5,200.00 | — | $31,200.00 |
Option A — Nightly batch retirement and cutover Replace the batch with event-driven writes; one weekend cutover with rollback | 1 | $7,800.00 | — | $7,800.00 |
Option A — Runbook and handover Written runbook, two handover sessions with your own team | 1 | $2,500.00 | — | $2,500.00 |
|
What this quote commits you to
- How long it stands
- 30 days on all three options together — pricing one while the others lapsed would make the comparison meaningless.
- What it does not cover
- Anything appearing only in an option you did not choose, and anything listed under the 'not included' heading of the option you did.
- What would change the price
- Choosing an option and then moving a component into it from another; the three are alternatives to one another, not a list to shop from.
- How the client accepts it
- Reply naming the option you want; the price fixes at that moment and the remaining options are withdrawn.
Edit this template Free, no account, no watermark — download the PDF when you are done.
What to put on a proposal quote
- Two or three options, never more — a fourth turns a decision into a comparison exercise
- Each option accepted or refused whole — its build-up may be shown, but the parts are not separately purchasable
- What each option includes, and what it deliberately leaves out
- The difference stated as an outcome, not as a feature list
- A recommendation, with the reason it is the recommendation
- The date all options are withdrawn together
- How the chosen option becomes the contract, and what happens to the others
Questions
How many options should a quote proposal carry?
Three at most, and two is often better. Beyond that the client stops choosing and starts studying, and a proposal that produces analysis instead of a decision has failed at the only job it had.
Should the options be mixable?
No, and the document should say so. Each option is sold as a whole, with its own margin and its own delivery shape; letting a client take the cheap option's price with the premium option's scope is how a proposal becomes a negotiation you did not plan for.
Is it weak to recommend one?
The opposite. Presenting three prices with no view is asking the client to do your thinking; naming the one you would choose, and why, is the part of a proposal that reads as expertise rather than as a price list.
Ready to send it?
The template opens in the editor with these lines already on it. Change what you like, download the PDF.
Edit this templateOther trades
- SaaS Platform subscription — Professional, per seat · Analyst seats — Enterprise tier · Sandbox environment
- Sales Bearing housing, part 44-2210-B · Sealing kit, part SK-880 · Hex bolt assortment, part HB-M12
- Security Guard Unarmed officer — gatehouse, nights · Roving patrol officer — weekends · Field supervisor visits
- Service Scope A — dock leveller servicing · Scope B — high bay lighting audit · Technician labour — night shift
- Snow Removal Seasonal ploughing — parking lot · Walkways and entrances · Pre-season site survey and staking
- Solar Installation Modules — 400 W monocrystalline · Microinverters and monitoring · Racking, flashing and attachments
- Staffing Agency Warehouse associate — first shift · Forklift operator — second shift · Second shift differential
- Tiling Porcelain floor tile, 24 x 48, straight lay · Shower walls, 3 x 12 handmade ceramic · Waterproofing and uncoupling membrane