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Templates

Start your next proposal with the right template.

Browse 130 ready-to-edit templates: proposals, SOWs, agreements, NDAs and more. Preview one, customize the details, and send it for signature.

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Browse all 130 templates by name
NDAs (9)
Contracts (32)
Proposals (11)
Invoices (4)
Agreements (45)
Letters (7)
Forms (22)

Showing 8 of 9 templates in Agencies.

Proposals, SOWs, retainers and agreements for 5–30 person agencies. See the agency collection

Proposals

Website Launch Proposal

A concise five-page website proposal with scope, a four-week schedule and native pricing: $4,000 plus an optional $500 handover.

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Proposals

Brand Identity Proposal

A brand identity proposal where the client chooses one of three packages (Essentials, Signature or Flagship) and adds optional extras. The total updates as they choose.

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Proposals

Marketing Retainer Proposal

A monthly marketing retainer proposal with three tiers to choose from, a one-time onboarding fee and an optional tracking audit. The total shows what is due now and what is billed each month.

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Contracts

Agency Statement of Work

A project SOW for agencies: objectives, deliverables with acceptance criteria, milestones, responsibilities and milestone-based fees, issued under your MSA.

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Agreements

Monthly Retainer Agreement

An agency retainer with a one-time onboarding fee and recurring monthly services — the pricing table totals each billing cadence separately.

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Agreements

Agency Master Services Agreement

A plain, balanced MSA for agencies and their clients: one set of terms for fees, IP ownership, confidentiality, liability and termination, with each project added as a SOW. A starting point to review with your lawyer.

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NDAs

Plain-English Mutual NDA

A short, balanced mutual NDA in plain English for discovery calls, pitches and new-business conversations. Both sides get the same protection. A starting point to review with your lawyer.

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Forms

Agency Change Order

Approve extra scope before the work starts: what is changing, why, the added cost in a pricing table and the new delivery date, signed by both sides.

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Your own templates are the best switching test.

Bring your top 3 proposals, SOWs or retainers to a switch call. We can rebuild them on Agency or Scale so you can test a send before moving the team. Keep access to signed docs by exporting PDFs and audit trails from your current tool before cancelling.

Done-for-you migration on Agency and Scale · self-serve import on Free