YOUR OFFER-PRICING WORKSHEET

Copy the fields and replace every example assumption with your own. Keep price, scope, and calculation versions together so you can compare the quote with delivery.

1. OFFER AND BILLING UNIT
Customer: ____. Result: ____. Unit (project/hour/period/other): ____. Includes: ____. Excludes: ____. Inputs and revisions: ____.

Notes:


2. REVISION BOUNDARIES
Included refinements and number of rounds: ____. Who collects feedback: ____. Review window: ____. How corrections are handled: ____. Example of extra scope: ____.

Notes:


3. COST ESTIMATE
Hours for delivery, review, revisions, testing, handoff, and uncertainty: ____. Total hours × compensation assumption: ____. Direct expenses: ____. Allocated overhead and volume assumption: ____. Fixed fees: ____. Total before percentage fees (C): ____.

Notes:


4. PRICE CALCULATION
Percentage fee fraction (f): ____. Target margin fraction (m): ____. If f + m < 1, floor = C / (1 - f - m): ____. Trial price: ____. Applicable tax treatment: ____.

Notes:


5. STRESS TEST
Extra hours or costs to test: ____. Lower-volume overhead: ____. Revised cost: ____. Result at the trial price: ____. Change needed: ____.

Notes:


6. CUSTOMER ALTERNATIVES
Alternative: ____. Comparable scope: ____. Total price and extras: ____. Source/date: ____. Buyer evidence about value: ____.

Notes:


7. CHANGE REQUEST
Request/date: ____. Original scope it affects: ____. Classification (included revision/correction/additional revision/scope change): ____. Additional hours and costs: ____. Price and revised total: ____. Schedule/options: ____. Customer decision and approval date: ____.

Notes:


8. QUOTE AND REVIEW
Offer version/date: ____. Price and payment terms: ____. Delivery/review terms: ____. Buyer response: ____. Actual hours/costs: ____. Next pricing decision: ____.

Notes:


Next action: Choose one offer and describe its included revision. Estimate all delivery and feedback time, then calculate the cost before choosing a price to test.

Companion lesson: https://www.mentor-app.io/learn/price-an-offer/