Quotation format for architects
An architect's fee proposal sets out the scope of services, the stages of work and how the fee is charged, so the client knows what each payment buys. Here is a free quotation format built for architects and design consultants. Download it in Excel, Word or PDF, or copy the sample below.
Sample quotation format for architects
Quotation
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Concept design and layout options | 1 | ₹60,000 | ₹60,000 |
| Working drawings and details | 1 | ₹90,000 | ₹90,000 |
| Site supervision, 6 visits | 6 | ₹5,000 | ₹30,000 |
| 3D visualisation, 4 views | 4 | ₹4,500 | ₹18,000 |
- Subtotal
- ₹1,98,000
- CGST 9% + SGST 9% (same state)
- ₹17,820 + ₹17,820
- Total
- ₹2,33,640
Sample figures only. 18% GST is shown as a typical rate for services; use the rate that applies to you. For another state, charge IGST instead of CGST and SGST.
The Excel file has working formulas, so you can change the quantities and rates and the totals update.
What to put on a quotation format for architects
Along with the usual header, numbering, dates and totals, architects should add:
- Project name and site address
- Stage of work (concept, drawings, working drawings, supervision)
- Fee basis (lump sum, % of cost or per sq ft)
- Reimbursable expenses at actuals
Tips for architects
- State the stages of work and what is delivered at each one.
- Say how the fee is charged and what happens if the project cost changes.
- List what is excluded, such as structural, MEP and approval charges, and the number of site visits included.
Winning the job with your quotation format
A fee proposal should say what the architect will and will not do. List the stages of work and what is delivered at each one, then state how the fee is charged: a fixed lump sum, a percentage of project cost, or a rate per sq ft. If the fee depends on project cost, say what happens if the cost estimate changes.
Separate what the fee includes from what the client pays on top, such as structural and MEP consultants, approval and liaison charges, site visits beyond an agreed number and 3D renders. Tie each payment to a stage and give the validity of the proposal, since scope and costs move over time.
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Questions
What should an architect's fee proposal include?
The scope of services, stages and deliverables, how the fee is charged, what is excluded, the payment schedule and how long the proposal is valid.
Is a quotation different from a proforma or tax invoice?
Yes. A quotation is an offer with a price and is not a demand for payment. A tax invoice is issued when you supply the goods or services and is the document used for GST.
Can I create this in FINTY?
Yes. FINTY numbers your documents, adds the right CGST, SGST or IGST, keeps your client list and sends the PDF on WhatsApp. There is a free plan and a 30-day trial.