Sanity Checker
Freelance Quote Sanity Checker
A pre-send checklist for freelancers, consultants, and solo operators. Check whether your project quote is ready to send — before you accidentally donate unpaid labor with a logo on it.
Quote readiness
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Business math
Your baseline hourly rate is known and usedCritical
The quote price is built from a real baseline rate — not a guess, not what you think the client will pay, not what you charged last time because you were busy.
Billable capacity was checked against the timeline
The delivery timeline accounts for your actual billable capacity — not calendar days, not wishful thinking, not "I will just work weekends."
Admin and communication time is included in the priceCritical
The price accounts for emails, calls, project management, and coordination — not just the delivery hours.
The price includes overhead, risk buffer, and marginCritical
The price is not just cost-plus. It includes overhead allocation, a risk buffer for the unexpected, and a margin that makes the project worth doing.
Scope
Deliverables, exclusions, and assumptions are clearly definedCritical
The quote says exactly what the client gets, what they do not get, and what you are assuming about their inputs, timeline, and cooperation.
Exclusions and out-of-scope work are explicitly listed
The quote states what is not included so there is no ambiguity when the client asks for something outside the agreed scope.
Client responsibilities, inputs, and feedback timelines are listed
The quote states what the client provides, when they provide it, and how feedback timing affects the delivery timeline.
Timeline, milestones, and checkpoints are realistic
The quote includes a delivery timeline with milestones or checkpoints that account for feedback loops, dependencies, and your other commitments.
Revision and change risk
Revision rounds and boundaries are specifiedCritical
The quote states how many revision rounds are included, what counts as a revision, and what happens when the included rounds are used.
A change-order process is defined for out-of-scope workCritical
The quote explains how additional scope gets approved and priced — before the extra work happens, not after.
Rush or priority requests are priced separately
The quote addresses what happens when the client needs something faster than the standard timeline — and what that costs.
Money terms
Payment terms, deposit, and schedule are definedCritical
The quote states the deposit amount (if any), milestone payments, final payment trigger, net terms, and accepted payment methods.
A deposit or milestone payment structure is in place
The quote requires payment before or during the project — not a net-60 invoice that arrives after you finish all the work.
The quote has an expiration or validity date
The quote states how long the price is valid so costs, availability, and scope assumptions do not drift.
After-project audit
A post-project audit is planned to check effective rate
After delivery, you plan to compare actual hours against the fee to see whether the quote held up or quietly turned into discounted labor.
Related tools and guides
Project Quote Calculator
Build a fixed-fee quote with scope, overhead, risk buffer, and margin.
Scope Creep Cost Calculator
See what unpaid extra hours actually cost you.
Effective Hourly Rate Calculator
Audit what a finished project actually earned per hour.
Freelance Hourly Rate Calculator
Find your baseline hourly floor before the next quote.
What to include in a quote
A guide to writing quotes that protect your margin.
Fixed-price quote formula
The math behind a quote that does not leak money.
What this checks
This tool checks the quote details most likely to leak money: baseline pricing math, billable capacity, deliverables, exclusions, revision rules, change-order terms, client responsibilities, timeline, payment terms, deposits or milestones, quote expiry, rush handling, admin time, profit buffer, and post-project audit planning.
This does not write your contract, review legal terms, or guarantee the client will behave. It is a smoke alarm for obvious quote problems.
Not writing a quote yet?
If you are still figuring out what to charge, start with the pricing fundamentals first. The checklist works best when you already have a draft quote to pressure-test.
Find your baseline rate
Calculate the hourly floor every quote should protect.
Build a project quote
Create a fixed-fee quote with scope, risk buffer, and margin.
What to include in a quote
A guide to writing quotes that protect your margin.
Calculator Finder
Not sure where to start? Answer one question to find the right tool.
Disclaimer
OwnerMath provides educational business math and planning tools, not financial, tax, legal, accounting, or contract advice. Use this checklist to spot pricing and scope risks, then verify important contract terms with a qualified professional when needed.