自由职业者与小企业套件

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

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

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

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

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

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

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

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

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