Market research survey quotation template
Market research survey quotation template: questionnaire design, panel sample per completed response, programming, cross-tabulation and the report.
Templates by industry
- Questionnaire design and testing
- Online panel sample, per completed response
- Survey programming and translation check
- Data cleaning and cross-tabulation
- Report with charts and key findings
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Questionnaire design and testing", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Report with charts and key findings", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Hand over the final report or activity record with the versions of the inputs reviewed. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
A company testing a new product idea or measuring how well its brand is known often commissions an online survey. The price depends above all on who must answer: four hundred adults of any kind are cheap to reach, four hundred dentists are not. This template prices the sample per completed response with the target group spelled out, keeps questionnaire design and programming as fixed work, and separates the cleaning and tables from the written report, so the client can choose how much analysis it needs.
Fields to prepare
- Deliverables and line items
- Questionnaire design and testing, Online panel sample, per completed response, Survey programming and translation check, Data cleaning and cross-tabulation, Report with charts and key findings: specify the planned quantity and delivery scope for each item.
- Questionnaire design and testing
- Say how many questions the price allows and that the client approves the final questionnaire before it goes live.
- Online panel sample, per completed response
- Describe the target group and quotas, such as age and region, and what happens if a quota cannot be filled in time.
- Survey programming and translation check
- Name the languages the survey runs in and who checks each translation.
- Data cleaning and cross-tabulation
- List the tables delivered, such as results by age, region and customer status, and the file format.
- Report with charts and key findings
- Say how long the report is and whether a presentation of the results is included.
- Assignment and inputs
- Identify the subject, source versions, and the inputs the client will supply with their due dates.
- Time and completion basis
- State the hourly or fixed-fee basis, meeting allowance, output format and review rounds.
- Scope to agree
- Price the sample per completed response with the target group stated, say what happens if a quota is hard to fill, and keep analysis and the report on separate lines.
Before sending
- Does “Questionnaire design and testing” say what is included and what quantity the price assumes?
- Would the customer read “Online panel sample, per completed response” the way you do, including what it leaves out?
- Can you still honour the price of “Survey programming and translation check” on the last day the quotation is valid?
Show 5 more
- Does “Data cleaning and cross-tabulation” say what is included and what quantity the price assumes?
- Would the customer read “Report with charts and key findings” the way you do, including what it leaves out?
- Check whether meeting preparation and follow-up revisions are included in the fee.
- Name the person who can approve additional research or a change in scope.
- 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: 5 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Questionnaire design and testing | 1 × $1,500.00 | $1,500.00 |
| Online panel sample, per completed response | 400 × $4.00 | $1,600.00 |
| Survey programming and translation check | 1 × $900.00 | $900.00 |
| Data cleaning and cross-tabulation | 1 × $1,100.00 | $1,100.00 |
| Report with charts and key findings | 1 × $2,200.00 | $2,200.00 |
| Subtotal | $7,300.00 | |
| Sales tax (8%) | $584.00 | |
| Total | $7,884.00 | |
Quoted net amount $7,300.00, sales tax $584.00, quoted total $7,884.00.
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
The client added ten questions after approval. Does the sample price change?
Often yes, because longer surveys cost more per completed response and more people drop out. Re-quote the sample line and the programming before the survey starts.
Can I promise the results will be representative?
Describe how the sample is drawn and weighted instead of promising representativeness. Clients can then judge for themselves how far the results can be generalised.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $584.00 on a net amount of $7,300.00, for a total of $7,884.00. The editor recalculates all three when you change a quantity, a price or the country.
How do I turn an approved quotation into an invoice?
Open the approved quotation and convert it. The original stays unchanged, and the invoice carries the same line items so the customer can match the two documents.
Can I email it to the customer?
Yes, from your own mail app. With a free account, the editor’s download menu offers Email this document, which opens your mail app with a message about the document already written. QuoteBill sends nothing itself, so save the PDF and attach it before you send.
Read next
Reading for the Market research survey quotation template: How to write a quotation: format, example and checklist and Estimate vs quote: what binds you, with a remodeling example. The VAT and GST calculator adds tax to your quoted prices.