OwnerMath

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

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.

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.