Virtual Assistant quote template

Ongoing admin support priced by the hours you need each month.

Professional Services· 3 questions· quantity + options· Instant quote
Just want the spreadsheet? £7 Excel with the pricing built in, plus a printable PDF. No account needed.
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01 3 questions pre-built
02 Real-time pricing logic
03 Customer-facing PDF estimate
04 Instant email notifications
05 Fully customisable pricing
About this template

VA enquiries tend to be vague ("I think I need a few hours a week") and pricing them means pinning down hours, scope and urgency. This template does that in the form: the client picks their hours, ticks the tasks, and sees a monthly figure, so the lead that reaches you is scoped and priced rather than the start of a long email thread.

A virtual assistant quote template that prices a monthly retainer by the hours a client needs, captures exactly which tasks they want covered, and adds a priority rate for fast-turnaround work. It proves the point that Quotify handles desk-based services, not just physical jobs.

Who it's for

Virtual assistants, online business managers and small VA agencies. If you sell retainers by the hour and cover a spread of tasks, this template packages it all into one form with a clear monthly price.

What the form asks

3 questions by default, branching where the job needs it. Extend with any of Quotify's supported question types .

Q1 Number
Hours per month hour
Q2 Multi-select
What do you need help with? Inbox & calendar · Bookkeeping admin · Social media scheduling · Customer support · Data entry · +1 more
Q3 Choice
Turnaround Standard · Priority / same-day

Make it yours in three moves

01 Set your prices Plug in your own per-job fixed prices and hourly rate, so the numbers are yours from the first enquiry.
02 Add your uplifts Callout fees, urgency multipliers and any add-on or parts pricing, layered on top of your base rates.
03 Put it to work Embed it on your website or share a direct link in listings, local groups and DMs.

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Your questions, answered

Last updated 8 July 2026
  • 01 How should I price virtual assistant work?

    Most VAs price a monthly retainer by the block of hours a client needs, with the scope of tasks and any fast-turnaround work on top. The Quotify template sets the retainer from the hours band, captures the tasks, and can add a priority rate for quick-turnaround work.

  • 02 Can I show a monthly retainer price rather than a one-off?

    Yes. The template is built for recurring pricing, so the total presents as a per-month retainer. Clients immediately understand the ongoing cost instead of a single figure they can't place.

  • 03 Can I add a priority rate for fast-turnaround work?

    Yes, and it's a natural fit for [percentage pricing](/blog/charge-a-percentage-not-just-a-flat-fee/): set a 'priority' option to add a percentage to the retainer automatically, so clients who need faster turnaround pay for it without you renegotiating.

  • 04 Can I capture exactly which tasks they want covered?

    Yes. Add a multi-select for the services you offer (inbox and diary management, bookkeeping admin, social scheduling, research, customer support) so the enquiry arrives with the scope attached, not just 'I need a VA'.

  • 05 Does Quotify work for desk-based services like this?

    Absolutely. Quotify is just as happy pricing a monthly VA retainer as it is a plumbing job. The instant-quote logic is the same, and fee transparency is exactly what nudges a hesitant client to get in touch.

  • 06 Is there a downloadable virtual assistant quote template?

    Yes. As well as the free online version, you can buy the virtual assistant quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.

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