Corporate Training Quote Template

Training buyers compare day rates, but what they need is an outcome. Quote the needs analysis, delivery days and materials separately, and say whether the session may be recorded and reused.

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Example line items

ItemUnitQtyExample price
Needs analysis with the managersession1200–600
Workshop delivery (full day)day21,200–4,000 / day
Participant workbook and slidesparticipant2010–40 each
Post-training assessment and reportjob1200–800
Travel and accommodationtrip1At cost

Amounts are examples before tax, not price advice. Add sales tax or VAT where it applies.

What to put on the quote

  • Topic, learning goals, audience level and maximum participants.
  • Format (on-site, online, hybrid), duration and agenda.
  • Materials, venue and equipment provided by whom.
  • Recording and reuse of slides; cancellation and rescheduling.

Common mistakes

  • No participant cap, so a workshop turns into a lecture for 80.
  • Letting the client record and reuse the session for free.
  • Cancellation a week before with no fee.

Deposit, balance and validity

30–50% to confirm dates, balance after delivery; many companies pay 30 days after invoice. Quote valid for 30 days. Cancellation within 14 days of the date is charged in part.

Questions people ask

Can the client record my session?

Allow it only if agreed; recording for internal reuse is often priced as a licence.

Do I charge for preparation?

Include it in the day rate or as a needs-analysis line, but make it visible.

Online or on-site price?

Many trainers charge the same for delivery and drop travel for online. Write which.