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Quote Sheet
Freelancers: quote without losing money — line items, totals, terms
Professional quotes for freelancers and small businesses: line items, unit prices, totals, payment terms, validity — plus the mindset for quoting profitably.
Best for
Freelancers, small businesses, agencies
Time needed
~10 min per quote
Level
Beginner-friendly
Install it in 3 steps
No sign-up. No CLI tools. Pick your AI, copy one line, paste it over.
Prefer doing it yourself? Download the ZIP, unzip it into the directory shown above, restart your AI session — same result.
What’s inside
One SKILL.md (the playbook) + one starter template. A preview:
Quote Sheet
When to use
- A freelancer (design / dev / consulting / photography) needs to send a formal quote to a client
- A small business needs to quote a B2B client for a product + service bundle
- A price was discussed verbally and now needs a formal document locking in price and scope
- You want to raise prices but don't know how to say it or get clients to accept it
- Quotes keep getting negotiated down to unprofitable — time to build your own pricing system
Workflow
- Break down the work, no black boxes
- Input: the user's description of deliverables and scope
- Action: split into line items the client can understand, each with a clear delivery standard; "misc fees" and "package price" black boxes must be unpacked or deleted
- Output: itemized list (item / spec / delivery standard)
- Cost it before you price it
- Input: itemized list + the user's time cost, outsourcing cost, tax situation
- Action: cost each line (hours × rate + outsourcing + tax + 10% risk buffer), then set client-facing prices with margin in full view
- Output: internal cost sheet (never shown to the client) + client-facing unit prices
- Write the total with a price anchor
- Input: unit prices and quantities
- Action: total it up and make it prominent; for discounts, show "was → now" instead of just quoting low — it protects your next quote
- Output: subtotal lines + bold total + discount note (if any)
- Set the terms: how money moves, how long the price stands
- Input: total, project timeline, user preference
- Action: spell out payment terms (deposit % / milestone / final payment triggers), validity (usually 15–30 days), and exclusions (what's explicitly NOT included)
- Output: payment terms + validity + exclusion list
- Add the "never-lose-money" playbook
- Input: everything above
- Action: recommend three tiers (basic / recommended / flagship) steering clients to the middle; write revision limits and rush-fee rates into the notes
- Output: three-tier proposal + loss-prevention clauses
- Produce the final draft
- Input: line items, totals, terms, playbook notes
- Action: assemble per template.md into a client-ready quote; double-check the math
- Output: complete markdown quote (with signature block: quoted by / date / contact placeholder)
Output spec
- Line items in a table: item / spec / unit price / quantity / subtotal; total on its own bolded line
- Payment terms, validity, and exclusions are all mandatory — missing one is a fail
- Formal, plain language — no industry jargon; a non-expert client can see where every cent goes
- Validity must be followed by a repricing note, e.g. "Prices may change after expiry without notice"
- Signature block includes quoted-by, date, and contact place