Templates

Quotation format for freelancers

A freelancer's quotation protects you before you start, by fixing what you will deliver and what you will be paid. Here is a free quotation format built for freelancers and consultants. Download it in Excel, Word or PDF, or copy the sample below.

Sample quotation format for freelancers

Quotation

DescriptionQtyRateAmount
Discovery and concept, 2 options1₹15,000₹15,000
Final design, 2 revision rounds1₹25,000₹25,000
Source files and handover1₹5,000₹5,000
Subtotal
₹45,000
CGST 9% + SGST 9% (same state)
₹4,050 + ₹4,050
Total
₹53,100

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 freelancers

Along with the usual header, numbering, dates and totals, freelancers should add:

  • Project name
  • Hours or deliverable
  • Payment terms and bank or UPI details
  • PAN, and GSTIN if registered

Tips for freelancers

  • Say how many revisions are included and what extra rounds cost.
  • Ask for an advance before you begin.
  • State who owns the work and when the rights transfer, usually on full payment.

Stop retyping this every time

FINTY keeps your clients and items, numbers every quotation, adds CGST, SGST or IGST for you and sends the PDF on WhatsApp. Free plan available, with a 30-day trial of everything.

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Also: GST calculator · HSN and SAC finder

Questions

Should a freelance quote ask for an advance?

Yes. An advance, often 30 to 50 percent, confirms the client is serious and covers your first weeks of work.

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.

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