Proposal Templates
Statement of Work proposal
A polished SOW with scope, deliverables, timeline, pricing, and acceptance criteria — ready to send.
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Hand-crafted proposals, contracts, onboarding flows, invoices, project plans, portals, automations, and emails — import any template into your workspace in one click.
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Featured templates
Hand-picked templates loved by agencies, consultancies, and freelancers.
Onboarding Flows
Agency client onboarding
Welcome form, kickoff call scheduler, asset intake, and portal access — automated end-to-end.
Use templateProject Plans
Website redesign project plan
Discovery, design, build, QA, and launch phases with milestones, tasks, and owners pre-configured.
Use templateWorkflow Automations
New client welcome sequence
Five-email automation triggered on signup — introductions, portal walkthrough, and first-project handoff.
Use templateBrowse by category
Eight curated categories covering every touchpoint from first pitch to final invoice.
Proposal Templates
SOWs, retainer proposals, creative pitches, project proposals, and consulting engagement decks — pre-structured for fast editing.
Browse categoryContract Templates
MSAs, NDAs, SOW addendums, retainer agreements, and freelance contracts reviewed by legal professionals.
Browse categoryOnboarding Flows
Agency client onboarding, consulting kickoffs, freelance intake, and retainer welcome flows — wired to portals and automations.
Browse categoryInvoice Templates
Hourly services, fixed-fee, milestone-based, retainer, and expense reimbursement layouts with branded styling.
Browse categoryProject Plans
Website redesign, brand identity, SEO campaigns, marketing launches, and product development sprints with milestones and task checklists.
Browse categoryClient Portal Templates
Premium, minimalist, agency, consultancy, and freelancer portal layouts — each tuned for the way you work with clients.
Browse categoryWorkflow Automations
Welcome sequences, overdue invoice reminders, project kickoff automations, and feedback request loops — ready to activate.
Browse categoryEmail Templates
Welcome emails, project updates, invoice reminders, proposal follow-ups, and quarterly check-ins — crafted for replies.
Browse categoryCan't find what you need?
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