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The Proposal & Invoice Kit

Send the proposal today, not this weekend.

The documents every service business needs and no one wants to design: a proposal that closes, a clear quote, a clean invoice and a plain-language contract. Fill in the details and send.

Editable proposal, quote, invoice and contract templates for freelancers and small service businesses.

The problem it removes

A proposal that takes two days to format is a proposal sent late, often after the prospect has already decided.

What's included

  • Proposal template with scope and pricing sections
  • Quote and estimate template
  • Invoice template with payment terms
  • Plain-language service agreement
  • Follow-up email scripts

A look inside

Contents
  • 01Section one — overview and setup
  • 02Section two — the core framework
  • 03Section three — worked examples
  • 04Section four — templates to copy
  • 05Section five — the checklist

Structure shown for demonstration.

How to use it

  1. 01

    Set your business details and rates once.

  2. 02

    Duplicate the template you need per client.

  3. 03

    Fill the scope, send, and log it in your tracker.

Who it's for

  • Freelancers sending proposals most weeks
  • New service businesses without their own paperwork
  • Anyone still rebuilding an invoice from scratch each time

Formats and compatibility

Delivered as Google Docs, Google Sheets, PDF. Works with Google Docs, Google Sheets, Microsoft Word, Microsoft Excel.

Google DocsGoogle SheetsMicrosoft WordMicrosoft Excel

Questions

Is the contract legally reviewed?

It is a clear starting template, not legal advice. For high-value work, have a professional review it for your jurisdiction.

Can I add my logo and brand?

Yes. Every document has a header block set up for a logo and your brand colors.

Still deciding? Read the full FAQ or ask us anything.

The Proposal & Invoice Kit$16 · M003