Templates

Client documents, without the blank page

Proposals, contracts, invoices and briefs. Fill in the fields and the document is built with your branding, ready to send for signature.

Free to start
Your colors and fonts
Signed in the same place

Agency proposalSend after a discovery call, before any work starts. Scope, dates and a priced breakdown that adds itself up.See the template Website proposalSet out the pages, timeline and investment for a new website or substantial redesign.See the template Performance reportShow the result, the context behind it and the next action for a reporting period.See the template After a campaign

REPORT

Spring launch

Harbour Health · Apr–Jun

Summary

The campaign reached the right local audience and gave the new service a clear reason to book. Paid search delivered the highest-intent leads.

Results

REACH184k+42%LEADS1,286+318COST / LEAD£8.40−19%BOOKINGS164+51

Next steps

Keep search investment focused on the three highest-converting services and refresh the social creative before the summer offer.

Campaign reportTurn reach, leads and outcomes into a clear decision for the next campaign.See the template Discovery briefAgree the project background, goals, audience and constraints before work begins.See the template Before creative work

BRIEF

Spring campaign

Harbour Health

Background

The new preventative-care service needs a campaign that feels practical, local and reassuring rather than clinical or generic.

Goals

1.Make the service easy to understand in five seconds
2.Give people a reason to book before the spring deadline
3.Create a campaign system the in-house team can reuse

Constraints

Existing photography only. Keep paid-media production within the approved campaign budget.

Creative briefGive the creative team a clear audience, message, constraints and definition of success.See the template Once accepted

SERVICE AGREEMENT

Brand and packaging

BETWEENNorthwind Studio Ltd8 Wharf Road, BristolANDRookery Coffee Roasters Ltd41 Bridge Street, Bristol

Terms

1.The work Northwind will deliver the scope set out in the proposal dated 14 August.
2.Payment 50% on signature, balance on delivery, within 14 days of invoice.
3.Ownership Rights in the final artwork pass to the client on final payment.
4.Changes Any change to the scope is agreed in writing and priced separately.

Northwind StudioRookery Coffee

Client contractAgree the work, the money and the terms. Parties, numbered clauses and a signature block.See the template Once scope is agreed

STATEMENT OF WORK

Packaging refresh

PREPARED BYNorthwind Studio Ltd8 Wharf Road, BristolFORRookery Coffee Roasters Ltd41 Bridge Street, Bristol

Services and deliverables

1.Scope A refreshed packaging system for the core coffee range, with final artwork for three SKUs.
2.Timeline Eight weeks from receipt of approved copy, product specifications and source files.
3.Fee £4,800, payable 50% on approval and 50% on final delivery.
4.Changes Material changes to timing or deliverables require written agreement.

Northwind StudioRookery Coffee

Statement of workTurn the agreed direction into a clear scope, deliverables, timeline and working assumptions.See the template Before sharing

MUTUAL NDA

Non-disclosure

BETWEENNorthwind Studio Ltd8 Wharf Road, BristolANDRookery Coffee Roasters Ltd41 Bridge Street, Bristol

Terms

1.Confidential information Information marked confidential, or reasonably understood to be.
2.Obligations Each party keeps the other’s information secret and uses it only for the permitted purpose.
3.Exclusions Information already public, independently developed, or lawfully received elsewhere.
4.Term Three years from the effective date.

Northwind StudioRookery Coffee

Mutual NDABoth sides sharing something confidential. What counts, what each party must do, and what is excluded.See the template InvoiceBill for finished work. Line items, VAT and payment terms, with the totals worked out.See the template Retainer invoiceBill recurring work with a clear period, line items, tax and payment terms.See the template

Most agency paperwork is the same six documents, rewritten badly under time pressure. A template does not make the writing better, but it does mean the proposal goes out the day after the call rather than the week after, which matters more.

What makes a template worth using?

That it removes the decision, not just the typing.

A Word file you download and edit still leaves you choosing the headings, working out the order, formatting the table, and deciding what a proposal should contain. The blank page has moved rather than gone.

These ask for the parts only you know, the client, the scope, the prices, and handle the rest. The structure is fixed because a proposal genuinely does have a right shape, and the layout is generated so it looks the same whether you sent it today or last March.

The practical test: a proposal written from scratch takes an afternoon and gets postponed. One filled in takes twenty minutes and goes out the same day.

Which template do you need?

Most agency work runs through the same sequence, and each document has one job.

Document	When it goes out	What it settles
Project brief	Before any work starts	What you are making, and why
Marketing proposal	After the discovery call	Scope, dates and price
Statement of work	Once the scope is agreed	Services, deliverables, timing and assumptions
Client contract	Once the proposal is accepted	Obligations, IP, payment, termination
NDA	Before anything confidential is shared	What must stay quiet, and for how long
Invoice	On delivery or at a milestone	What is owed and by when

The order matters more than it looks. A contract signed before the scope is agreed is a contract about nothing, and an invoice that does not match the proposal is an invoice that gets queried.

Can you change the wording?

All of it. The template supplies the structure and does the layout; every word is yours.

What it will not do is let you break the shape. A proposal has a scope section and a priced breakdown because those are what a proposal is for. You can write anything you like in them, and you cannot delete the deliverables table and still have a document that reads as a proposal.

That constraint is deliberate. The most common failure in agency paperwork is not bad wording, it is a missing section, no timeline, no payment terms, no statement of what happens when the scope changes.

How does branding work?

Set your colors and fonts once, in the brand kit. Every document you generate uses them.

Including ones you made months ago, which is the part people do not expect. The document is generated from your field values each time, so a brand change applies to everything rather than to whatever you make next. An agency that rebrands does not have to reissue anything.

A logo can be uploaded and it appears at the top of every generated document. Where you have not set anything, the defaults are plain and legible rather than decorative.

What happens after you fill one in?

It becomes a document in a project, like anything else you upload.

Send it for signature, and the signed copy returns with a record of who signed and when.
Keep every version, so a revision does not lose the one before it.
File it in a folder, so a client with several jobs stays navigable.
Edit the field values later and the PDF is rebuilt from them.

That last point is the difference from a downloaded file. Change the fee in a proposal and you get a corrected proposal, not a second copy with a slightly different filename.

What these are not

They are not legal advice. The contract and NDA cover the clauses that usually matter for agency work, and they do not know your jurisdiction, your industry, or the specific risk in a particular engagement. For a template you will use for years, one review by somebody qualified is worth it.

They are not a document builder. You cannot add a section, move a table, or design a new layout. The structures are fixed, which is what makes them fast and what makes them limiting.

They are not exhaustive. These documents cover the common path through an agency engagement; they do not cover everything a business needs.

Questions

Do I need an account?: To generate a document, yes, a free one. The PDF tools work without any account.
Can I make my own templates?: Custom templates come with Pro. The system templates here are available on every plan including free.
What format do I get?: A PDF, generated from your field values. It is a real document, not a screenshot or an export of a preview.
Can a client sign it?: Yes. Send it for signature from the same place. Once complete, EveryTask provides a finalized document and a separate signing audit trail.
Can I use these commercially?: Yes. They are yours to use with your clients.

Start with one

Free to start. One project, no card needed.

See the proposal template Create a free workspaceBeta

Discovery and positioning	£1,200
Identity and logo system	£2,100
Packaging, three SKUs	£1,500

Content and page plan	£1,400
Website design system	£3,200
Build handoff and launch support	£1,600

Brand sprint, stage 2	£2,100
Packaging artwork, 3 SKUs	£1,500

September design retainer	£2,400
Campaign reporting	£450

Client documents, without the blank page

Brand sprint

Website redesign

Q3 performance

Spring launch

Packaging refresh

Spring campaign

Brand and packaging

Packaging refresh

Non-disclosure

INV-0148

INV-0217

What makes a template worth using?

Which template do you need?

Can you change the wording?

How does branding work?

What happens after you fill one in?

What these are not

Questions

Start with one