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프리랜서·소상공인 키트

고객 업무 수주와 운영: 원페이저, 견적, 제안서, SOW, NDA, MSA, 고객 온보딩, 청구서, 장부 정리.

사용 순서에 따라 3단계로 정리한 템플릿 9개입니다. 편집기에서 템플릿을 열어 작성한 뒤 PDF, DOCX 또는 HTML로 내보낼 수 있습니다.

1단계

제안

  1. One-Pager Template

    경량

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

  2. Quote and Estimate Template

    경량

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

  3. Business Proposal Template

    전체

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

  4. Statement of Work (SOW) Template

    전체

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

2단계

계약

  1. Mutual NDA Template

    표준

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

  2. Master Services Agreement (MSA) Outline Template

    전체

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

3단계

운영

  1. Client Onboarding Pack Template

    표준

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

  2. Invoice Template

    경량

    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)

    전체

    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