Markdown Editor

Kit de autónomo y pequeña empresa

Conseguir y gestionar clientes: one-pager, presupuesto, propuesta, SOW, NDA, MSA, incorporación de clientes, facturas y contabilidad.

9 plantillas en 3 pasos, en el orden en que se usan. Abre cualquier plantilla en el editor, complétala y expórtala a PDF, DOCX o HTML.

Paso 1

Propuesta

  1. One-Pager Template

    Breve

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

  2. Quote and Estimate Template

    Breve

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

  3. Business Proposal Template

    Completa

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

  4. Statement of Work (SOW) Template

    Completa

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

Paso 2

Contrato

  1. Mutual NDA Template

    Estándar

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

  2. Master Services Agreement (MSA) Outline Template

    Completa

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

Paso 3

Operación

  1. Client Onboarding Pack Template

    Estándar

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

  2. Invoice Template

    Breve

    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)

    Completa

    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