The Freelance Bundle: Proposal, Invoice, Rate Calculator & Client Onboarding Templates

Proposal/SOW, quote and invoice, rate & profit calculator, and client onboarding: four kits for $29.

Four freelance kits in one download: a proposal and SOW, invoice and quote templates, a rate calculator and a client onboarding kit. Spreadsheet parts built in Excel. Also open in Google Sheets (File > Import).

Client Proposal and SOW: a fill-in proposal covering parties, scope in and out, deliverables, timeline, fees, payment schedule, revisions, acceptance and signatures.

Invoice and Quote Templates: Word quote and invoice pages, plus an Excel sheet that calculates qty x rate, subtotal, tax and total.

Freelancer Rate & Profit Calculator: works out your minimum hourly rate from take-home pay and expenses, quotes projects with contingency, and flags clients paid below your rate.

Client Onboarding Kit: a welcome letter, intake, scope, invoice and offboarding pages in Word, plus Excel trackers.

Bought separately the four kits cost $61. The bundle is $29.

Yellow EXAMPLE rows show how each file works.

License: use in one business. Please don't resell or share the files.

Templates only. Not legal, tax or financial advice.