Templates

Quotation format for gyms and fitness studios

A gym membership quotation sets out the plan, duration, joining fee and extras so a prospective member can compare plans before paying. Here is a free quotation format built for gyms and fitness studios. Download it in Excel, Word or PDF, or copy the sample below.

Sample quotation format for gyms and fitness studios

Quotation

DescriptionQtyRateAmount
Joining fee1₹1,000₹1,000
Monthly membership1₹2,500₹2,500
Quarterly membership1₹6,500₹6,500
Annual membership1₹20,000₹20,000
Personal training, 12 sessions1₹6,000₹6,000
Subtotal
₹36,000
CGST 9% + SGST 9% (same state)
₹3,240 + ₹3,240
Total
₹42,480

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 gyms and fitness studios

Along with the usual header, numbering, dates and totals, gyms and fitness studios should add:

  • Member name, phone and member ID
  • Plan and membership period (start and end date)
  • Freeze or extension days
  • Trainer or class add-on

Tips for gyms and fitness studios

  • List each plan with its duration, access hours and inclusions.
  • Separate the joining fee from the plan fee.
  • State freeze, transfer and refund rules and how long an offer price is valid.

Winning the job with your quotation format

A membership quotation helps a walk-in decide, so spell out each plan: duration, access hours, whether classes, a trainer or a locker are included, and the price. List the joining fee separately from the plan fee so the first payment is not a surprise.

State your rules in plain words: freeze policy, transfer policy, refund policy and what happens if the member joins mid-month. Add a validity date for any offer price, because joining-fee waivers are usually time-limited.

Stop retyping this every time

FINTY keeps your members 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

What should a gym membership quotation include?

Each plan with its duration and inclusions, joining fee, plan fee, freeze and refund rules, and how long the quoted price 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.

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