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.
Propuesta
One-Pager Template
BreveOne-page proposal: what, why now, how it works, success metrics, cost with confidence, risks, alternatives, decision requested
Quote and Estimate Template
BreveQuote or estimate: parties, reference, line items with quantities and rates, subtotal, discount, tax and total, validity, terms
Business Proposal Template
CompletaClient proposal: needs, solution and architecture summary, scope, team, pricing options, technical assumptions, dependencies, risks, win themes
Statement of Work (SOW) Template
CompletaSOW: scope in/out, deliverables with acceptance criteria, milestones, roles of both parties, change control, payment schedule, signatures
Contrato
Mutual NDA Template
EstándarMutual NDA format: parties, purpose, confidential information, exclusions, obligations, compelled disclosure, term, remedies, signatures
Master Services Agreement (MSA) Outline Template
CompletaMSA skeleton: pre-drafting questions, order of precedence with SOW, SLA and DPA, change control, fees, acceptance, IP options, liability cap example, exit
Operación
Client Onboarding Pack Template
EstándarClient onboarding pack: welcome, contacts, timeline, information checklist, access and tools, cadence, success criteria, 30/60/90 days
Invoice Template
BreveInvoice: 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 examplesFreelancer Bookkeeping Template (Monthly Close, Tax Set-Aside)
CompletaAccounting 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