HR Services Estimate Template (Free)

HR consultants send proposals or quotes before starting project work such as a handbook, an HR audit, a recruiting search, or an ongoing retainer. Clients usually compare total price, the number of deliverables, turnaround time, and whether state-specific compliance is included. A clear scope is the main difference between quotes that win and quotes that lead to disputes.

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When to use estimates: Use estimates to provide project quotes and get client approval before starting work. Once approved, convert your estimate to an invoice with one click to collect payment.

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INVOICE

#1001
$0.00
Due:

From

Your Business Name

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Client Name
Invoice Date
Due Date
Description
Qty
Rate
Amount
Description
1
$0.00
$0.00
Subtotal:$0.00
Total:$0.00

Terms & Conditions

Payment is due within 30 days of invoice date.

What to include in your HR Services quote

  • Deliverables and format

    List exactly what the client receives, such as a handbook of about 40 pages in editable format, so they know what is and is not included.

  • States and headcount covered

    Employment law varies by state and many rules depend on employee count, so pricing should be based on named locations and the current number of employees.

  • Number of review rounds

    Limit revisions, for example two rounds of edits, and state the rate for additional rounds.

  • Client responsibilities and inputs

    Delays often come from the client not supplying existing policies, org charts, or approvals. Set deadlines for these.

  • Included hours and overage rate for retainers

    Prevents unlimited access expectations and gives a clear rate for extra work.

  • Legal review exclusion

    State that you are not an attorney and that employment counsel review of policies is separate and not included unless specified.

  • Expenses and pass-through costs

    Identify who pays for job postings, background checks, assessments, and travel, and how they are billed.

HR Services rates to quote from

ServicePricedTypical range
HR advisory and consultingper hour$95-225
Employee handbook creationflat fee$1,500-6,000
HR compliance auditflat fee$1,500-5,000
Workplace investigationper hour$150-300
Fractional HR manager retainerper month$1,000-5,000
Job description writingper position$100-350
Recruiting placementpercent of first-year salary15%-25%
Manager or harassment prevention trainingper session$500-2,500

Typical US ranges. Rates vary by region, experience, and job size.

Pricing your quotes

Price audits and handbooks by size and complexity

A 12-person single-state company and a 120-person multi-state company need very different work. Use headcount and number of states as pricing tiers.

Offer a phased option

Start with a paid audit, then quote remediation separately. This lowers the client's risk and gives you real information before pricing larger work.

Show retainer tiers

Present two or three levels, such as 5, 10, and 20 hours per month, with the effective hourly rate falling at higher tiers. Clients tend to pick the middle option.

Put an expiration date on the quote

Thirty days is common. Headcount, laws, and your availability change, and an expiry date lets you reprice.

HR Services estimate FAQ

Should I charge for proposals?

Usually not for standard proposals. For a custom audit or a detailed scoping session that takes several hours, many consultants charge a discovery fee and credit it toward the project if the client moves forward.

How do I quote an investigation when I don't know how long it will take?

Quote an hourly rate with an estimated range and a deposit, and agree to check in with the client if hours are likely to exceed the range. A flat fee is rarely safe because the number of witnesses and documents is unknown.

What if the client wants a lower price for a smaller scope?

Remove deliverables instead of cutting your rate. For example, offer a handbook with core policies only, or reduce included retainer hours, and write the change into the scope.

Job done and ready to bill?

Use the HR Services invoice template to bill the client, or convert this estimate once it's approved.

HR Services invoice template

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