Project Quote Template

A phased project quote for agencies and freelancers. It breaks the scope into priced phases, states what's included and not included, and sets a timeline with milestone payment terms.

Need a different version? The AI quote generator writes one from your notes. See also PDFs for consultants, PDFs for freelancers and invoices and quotes.

What's included

Quote header with quote number, issue date, and valid-until date
Scope broken into priced phases with a project total
What's included and what's not included, stated plainly
Project timeline by week, phase by phase
Milestone payment terms: deposit, build, and launch percentages
Acceptance line with a date for sign-off
project quotequote templatescope of workfreelancemilestone payments

Sample content

The template comes filled with this example content. Describe your own and the AI rewrites it.

Read the full sample text

Marlowe & Co.

Brand Identity · Web Design

June Marlowehello@marloweand.co
marloweand.co
Portland, OR · (503) 555-0142

Project Quote

A brand & site

for Foglight Coffee

Hi Dana — it was lovely chatting about Foglight last week. Here's everything we talked through, priced out in three clear phases so you can see exactly where the budget goes. No surprises, no filler. I'd be thrilled to bring this one to life. — June

Prepared for

Dana Reyes

Company

Foglight Coffee Co.

Quote no.

MC-0427

Issued

June 28, 2026

Valid until

July 26, 2026

01 Scope & Deliverables

Phase 1

Brand Identity

Discovery workshop, two logo directions with one refinement round, color & type system, and a concise brand guide (PDF + editable files).

$4,200fixed

Phase 2

Website Design & Build

Five-page responsive site on Webflow — home, menu, our story, locations, contact. Custom layouts, copy polish, on-page SEO, and CMS for menu updates.

$6,800fixed

Phase 3

Launch & Handoff

Domain & hosting setup, analytics, a 60-minute training call, and 30 days of post-launch support for tweaks and questions.

$1,400fixed

Project TotalOne-time, all phases included · USD

$12,400

02 What's Included

  • Two design concepts with one refinement round each
  • Source files — Figma, logo vectors, brand guide
  • Responsive build tested on mobile, tablet, desktop
  • 30 days of post-launch support

Not included

  • Photography & stock licensing (can refer a shooter)
  • Copywriting beyond light editing of your text
  • Ongoing maintenance after day 30 (optional retainer)

03 Timeline · ~6 Weeks

Wk 1–2

Identity

Workshop, concepts, sign-off

Wk 3–5

Build

Design, develop, review

Wk 6

Launch

QA, training, go live

04 Payment Terms

40%

Deposit

To book your start date

30%

Build

At website design approval

30%

Launch

Before files handoff

Ready when you are.
Invoices are due within 14 days via bank transfer or card. A signature below (or a quick reply to my email) is all it takes to lock in your start date. Thank you, Dana — I can't wait to get started.

Accepted by Date

Frequently asked questions

What is a project quote?

A project quote is a priced proposal you send before work starts. It breaks a project into phases or milestones, states what is and is not included, and sets payment terms so the client knows the full cost before they say yes.

Should a quote break pricing into phases?

Yes, for larger projects. Phased pricing, such as identity, build, and launch, makes a big number easier to approve and sets natural milestones for payment and sign-off.

What is a typical milestone payment schedule?

A common split is 40% deposit to book the start date, 30% at a mid-project milestone, and 30% before final handoff. This template uses that structure, but you can change the percentages.

Is this project quote template free?

Yes. You can customize the project quote template for free and download it as a print-ready PDF. Describe your phases and pricing to the AI and it fills in the rest.

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Project Quote template, first page

Project Quote

Business · Free template

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