Pitch deck design quotation template
Pitch deck design quotation template: a story outline workshop, slides priced one by one, redrawn charts, a short email version and an editable master.
Templates by industry
- Story outline workshop
- Slide design, per slide
- Charts and diagrams redrawn from data
- Speaker notes and a short version for email
- Editable master template
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Story outline workshop", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Editable master template", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Hand over approved versions and a file manifest, confirming usage scope and completed revisions. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Founders raising money need a deck that looks as convincing as their plan sounds, and they need it before a fixed date with investors. A pitch deck quotation works best when it prices slides individually, because the story tends to grow from twelve slides to twenty in the first meeting. This template starts with a short workshop to fix the storyline, prices each slide and each redrawn chart, and adds a version that reads well without a speaker, plus a master the team can keep editing.
Fields to prepare
- Deliverables and line items
- Story outline workshop, Slide design, per slide, Charts and diagrams redrawn from data, Speaker notes and a short version for email, Editable master template: specify the planned quantity and delivery scope for each item.
- Story outline workshop
- Give the length of the workshop and what comes out of it: a slide-by-slide outline the client approves before design starts.
- Slide design, per slide
- Count every slide in the final deck, including title and appendix, and say how many rounds of changes are included.
- Charts and diagrams redrawn from data
- Say who supplies the underlying numbers; the client stands behind them, and the designer only redraws them.
- Speaker notes and a short version for email
- Name the slide count of the short version and the file format it is sent in.
- Editable master template
- Say which presentation software the master opens in and which fonts the client needs to install.
- Quantity and output format
- Record pages, images, word counts or running time, final file formats and whether editable source files are included.
- Review and usage scope
- Specify the draft approver, revision rounds, intended media and duration, and who supplies third-party assets.
- Scope to agree
- Price slides individually, say who writes the content and who supplies the figures, and deliver an editable master so the founders can update numbers later.
Before sending
- Does “Story outline workshop” say what is included and what quantity the price assumes?
- Would the customer read “Slide design, per slide” the way you do, including what it leaves out?
- Can you still honour the price of “Charts and diagrams redrawn from data” on the last day the quotation is valid?
Show 5 more
- Does “Speaker notes and a short version for email” say what is included and what quantity the price assumes?
- Would the customer read “Editable master template” the way you do, including what it leaves out?
- Agree when a change of direction after draft approval becomes additional work.
- Check separately whether editable sources and final delivery files 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: 5 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Story outline workshop | 1 × $500.00 | $500.00 |
| Slide design, per slide | 14 × $85.00 | $1,190.00 |
| Charts and diagrams redrawn from data | 6 × $60.00 | $360.00 |
| Speaker notes and a short version for email | 1 × $300.00 | $300.00 |
| Editable master template | 1 × $350.00 | $350.00 |
| Subtotal | $2,700.00 | |
| Sales tax (8%) | $216.00 | |
| Total | $2,916.00 | |
Quoted net amount $2,700.00, sales tax $216.00, quoted total $2,916.00.
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 investor meeting moved forward a week. Can I charge for the rush?
If your quotation named a delivery date and a rush rate, apply it on a separate line. Without that, agree the surcharge in writing before you start working evenings.
Should I write the content as well as design it?
Only if it is quoted. Writing the story is a different skill from laying it out; if you do both, add a copywriting line so the client sees the split.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $216.00 on a net amount of $2,700.00, for a total of $2,916.00. The editor recalculates all three when you change a quantity, a price or the country.
Can I download it as Excel, Word or PDF?
Yes. A PDF needs no account: fill in the template and use Print / PDF. The Excel and Word files download from this page with a free account, and the spreadsheet keeps its formulas, so changing a quantity updates the tax and the total.
Can I add my logo and signature?
Yes. The From section of the editor has a place for your company logo and for a signature or seal image. Uploading a picture needs a free account, and a member can keep both in settings so that every new document starts with them.
Read next
Reading for the Pitch deck design 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.