Description
Build consistent, defensible quotes from scope, labor, direct costs, contingency and target contribution.
Built for freelancers and small service businesses that prepare custom quotes. A custom quote is defensible only when its scope, effort, direct costs and uncertainty assumptions stay connected. This workbook builds that internal delivery budget, prices it to your chosen contribution target and compares three same-scope pricing alternatives before a human reviews the proposal.
This is a complete system to build a project quote and keep the work under control: a
26-page guide that walks through the method, and a
12-sheet tracker that does the counting for you.
Who this is for
Freelancers and small service businesses that prepare custom quotes.
The guide
A guide to the method: who it is for and who it is not, setup, every sheet and column defined, a complete worked example built on the demo data that ships in the file, the weekly routine, decision rules, common mistakes and troubleshooting.
The tracker
Sheets for Settings, Service Library, Labor & Cost Assumptions, Scope Builder, Estimate, Contingency, Discount Impact, Quote Options, Approval Log and Email Scripts, with a Start Here page and a Dashboard that blocks invalid records and gives the selected quote a pricing decision and a concrete next action. 914 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 26-page PDF guide (7,979 words)
- 12-sheet Excel tracker with 914 formulas,
Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified; all formulas are visible and unlocked, with no macros or external connections - Read-me-first guide so you know where to start
- Instant download, 93 KB, yours to keep
What this is not
No legal, tax, accounting, investment or financial advice. Contribution here is based on modeled delivery costs, not accounting net profit. No automatic proposal generation, scheduling, client acceptance or email sending. Approval matches are historical evidence to inspect, not automatic authorization; consult qualified professionals for specialist questions.
