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Freelancer and Small Business Kit

Win and run client work: one-pager, quote, proposal, SOW, NDA, MSA, client onboarding, invoices and bookkeeping.

9 templates in 3 steps, in the order you use them. Open any template in the editor, fill it in and export it to PDF, DOCX or HTML.

Step 1

Proposal

  1. One-Pager Template

    Lean

    One-page proposal: what, why now, how it works, success metrics, cost with confidence, risks, alternatives, decision requested

  2. Quote and Estimate Template

    Lean

    Quote or estimate: parties, reference, line items with quantities and rates, subtotal, discount, tax and total, validity, terms

  3. Business Proposal Template

    Full

    Client proposal: needs, solution and architecture summary, scope, team, pricing options, technical assumptions, dependencies, risks, win themes

  4. Statement of Work (SOW) Template

    Full

    SOW: scope in/out, deliverables with acceptance criteria, milestones, roles of both parties, change control, payment schedule, signatures

Step 2

Contract

  1. Mutual NDA Template

    Standard

    Mutual NDA format: parties, purpose, confidential information, exclusions, obligations, compelled disclosure, term, remedies, signatures

  2. Master Services Agreement (MSA) Outline Template

    Full

    MSA skeleton: pre-drafting questions, order of precedence with SOW, SLA and DPA, change control, fees, acceptance, IP options, liability cap example, exit

Step 3

Run

  1. Client Onboarding Pack Template

    Standard

    Client onboarding pack: welcome, contacts, timeline, information checklist, access and tools, cadence, success criteria, 30/60/90 days

  2. Invoice Template

    Lean

    Invoice: seller and buyer, number and dates, e-invoice routing (EN 16931, Peppol ID, buyer reference), lines, tax breakdown, totals, payment terms, EU/UK/US checks

    EU VAT Directive 2006/112/EC Art. 226; ViDA (EU) 2025/516; dated examples

  3. Freelancer Bookkeeping Template (Monthly Close, Tax Set-Aside)

    Full

    Accounting basis, separate accounts, chart of accounts, invoice and receipt logs, tax set-aside, owner pay, reconciliation, 13-week forecast, year-end pack

    IRS Publication 583 (12/2024); HMRC self-employed records guidance