[Client] — Pricing quote — [Service / project]
About this document (Brainforge)
Internal conventions for how this file works in the repo. Strip or export without this section when sharing with a client.
Titling and filename
Use [Client] — Pricing quote — [Service or project name] for the document title. Examples: LMNT — Pricing quote — Omnichannel data foundation · Acme — Pricing quote — BI audit and migration.
Filename: {client}-pricing-quote-{service}.md under knowledge/sales/leads/{client}/proposals/.
When to use this template
Use this when sending a preliminary pricing estimate to a lead or client before a full SOW is drafted. This document bridges the pricing reference docs (knowledge/sales/pricing/) and a client-ready SOW.
Do not use this template when:
- drafting a full SOW (use the SOW template)
- documenting a signed deal in HubSpot (use
hubspot-new-opportunityskill) - creating an internal pricing exercise (use the pricing calculator)
Document metadata
Status: [Draft / Sent / Accepted / Superseded]
Client: [Company name]
Prepared for: [Stakeholder name and title]
Prepared by: Brainforge
Date: [YYYY-MM-DD]
Valid until: [YYYY-MM-DD] (typically 30 days)
Related artifacts
| Artifact | Link / path | Notes |
|---|---|---|
| Discovery Brief (if exists) | [path] | Discovery call findings that inform this quote |
| SOW (when drafted) | [path] | Full SOW this quote precedes |
| Services Catalog | [knowledge/sales/pricing/SERVICES_MAP.md] | Reference for service definitions |
| Dynamic Pricing Guide | [knowledge/sales/pricing/DYNAMIC_PRICING_GUIDE.md] | Pricing methodology and rates |
1. Scope summary
[2–4 sentences. What is being quoted? What problem does it solve? What is the expected outcome?]
1.1 Services included
| Service | Description | Estimated effort | Price |
|---|---|---|---|
[Service name] | [What this covers] | [hours or sprint count] | [$] |
[Service name] | [What this covers] | [hours or sprint count] | [$] |
1.2 Optional add-ons
| Add-on | When to recommend | Price |
|---|---|---|
[e.g., Ongoing support retainer] | [e.g., if client needs post-delivery maintenance] | [$/month] |
2. Pricing model
Model: [Fixed price / Time & Materials / Retainer / Milestone-based]
| Component | Cost |
|---|---|
| Total estimated services | [$] |
| Add-ons (if selected) | [$] |
| Total estimated investment | [$] |
2.1 What’s included
[Item][Item]
2.2 What’s not included
[Item]—[Why excluded][Item]—[Why excluded]
3. Assumptions
This quote is based on the following assumptions. If any change, pricing may need to be revisited.
[Assumption][Assumption][Assumption]
4. Next steps
- [Action] —
[Owner],[Timing] - [Action] —
[...]
Appendix — Pre-handoff QA checklist
- Services included match what was discussed in discovery
- Pricing model is clearly stated (fixed / T&M / retainer / milestone)
- Assumptions are documented (no implied scope)
- Valid-until date is set (standard 30 days)
- Links to pricing reference docs are correct
- Quote number or identifier is distinct from preceding quotes to this client