Corporate training quotation
Quotation template for corporate trainers: training needs assessment, staff workshop and training effectiveness analysis. Download it as Excel or Word.
Templates by industry
- Training needs assessment
- Staff workshop
- Training effectiveness analysis
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Training needs assessment", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Training effectiveness analysis", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm delivered sessions and attendance and hand over agreed materials and feedback. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Trainers and training companies quote in-house programs for an employer with this template. A needs assessment, interviews or a survey of the staff, comes first and shapes the content; the workshop is priced per session or day for a stated group size; and the effectiveness analysis measures what changed afterwards. The quotation is often read by both HR and the budget holder, so state the result of each stage in plain words, with the number of participants it assumes.
Fields to prepare
- Deliverables and line items
- Training needs assessment, Staff workshop, Training effectiveness analysis: specify the planned quantity and delivery scope for each item.
- Training needs assessment
- Give the method and the number of people interviewed or surveyed, and the date the findings are presented.
- Staff workshop
- State the number of sessions, their length and the maximum group size, and whether materials are printed or digital.
- Training effectiveness analysis
- Describe what is measured and when, for example a survey three months after the workshop, and the report delivered.
- Participants and sessions
- Record the audience, participant count, duration of each session and training period.
- Materials and assessment
- Specify materials, practice and assessment scope, feedback format and delivery deadlines.
- Scope to agree
- Define needs-assessment participants, workshop attendance and hours, and evaluation survey and report scope.
Before sending
- Does “Training needs assessment” say what is included and what quantity the price assumes?
- Would the customer read “Staff workshop” the way you do, including what it leaves out?
- Can you still honour the price of “Training effectiveness analysis” on the last day the quotation is valid?
Show 3 more
- Agree how absences, rescheduling and make-up sessions are handled.
- Check whether learning materials, equipment, venue and recordings are included.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Training needs assessment | 3 × $80.00 | $240.00 |
| Staff workshop | 2 × $750.00 | $1,500.00 |
| Training effectiveness analysis | 10 × $120.00 | $1,200.00 |
| Subtotal | $2,940.00 | |
| Sales tax (8%) | $235.20 | |
| Total | $3,175.20 | |
Quoted net amount $2,940.00, sales tax $235.20, quoted total $3,175.20.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
Who pays for the training room and catering?
Say whether the workshop runs at the client’s premises or at a venue you book. If you book it, add the room and catering as lines separate from your fee, so the client can compare your price with trainers who quote the teaching alone.
How do I price an extra session for staff who missed the workshop?
Quote a rate per additional session in the notes, with the maximum group size it covers. The client can then order a repeat session without waiting for a new quotation.
Can the quotation be split across two budget years?
Yes. Mark in the line descriptions which stage falls in which period, and agree to invoice each stage when it is delivered, so each year’s budget pays for its own part of the program.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $235.20 on a net amount of $2,940.00, for a total of $3,175.20. The editor recalculates all three when you change a quantity, a price or the country.
Can I use it in another language or currency?
Yes. The document language can be set to any of 33 languages, and changing the country setting updates the currency, the date format and the tax rate.
Read next
Reading for the Corporate training quotation: How to write a quotation: format, example and checklist and Quotation vs invoice: differences and timing. The VAT and GST calculator adds tax to your quoted prices.