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