Free templates for agencies

Free agency document templates for client work

Create proposals, contracts, invoices and briefs from a proven structure. Fill in the details, apply your brand and create a client-ready PDF.

Proposals, contracts and invoices
Your colors and fonts
One project free

01Fill the details

ClientNorthwind StudioProjectBrand sprint

02Generate the PDF

PROPOSALBrand sprintScope · Timeline · Investment

03Keep it in the project

NorthwindBrand sprint proposal v1Client review Ready

Start here

The proposal that gets the work moving.

Use it after a discovery call to turn the conversation into scope, timing, deliverables and a priced next step.

Structure without a blank page
Your brand applied automatically
Ready to save, review or send for signature

See the agency proposal

Win the work

Start with the conversation, then turn the direction into a clear proposal and scope.

After the callAgency proposalTurn the call into a clear next stepScope3 deliverablesInvestment£4,800Open proposal Before design startsWebsite proposalPut pages, timing and price in one decisionDelivery3 partsInvestment£6,200Open proposal Before startingDiscovery briefAlign the problem before the work beginsDirection3 goalsGuardrailConstraintsOpen brief

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.

Before creative workCreative briefGive the creative work a clear definition of successDirection3 goalsGuardrailConstraintsOpen brief

Set the terms

Use the documents that make the agreed work clear before delivery begins.

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

Once acceptedClient contractRecord the agreement before delivery startsParties2 signersTermsClear clausesOpen contract

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

Once scope is agreedStatement of workMake the agreed work and assumptions explicitScopeDeliverablesTermsTimelineOpen statement

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

Before sharingMutual NDASet the boundary before confidential details movePartiesBoth sidesTermsConfidentialityOpen NDA

Show the work and close the loop

Report what happened, record the outcome, and make it easy to invoice.

At period endPerformance reportMake the result and the next decision visibleResults4 metricsNextOne actionOpen report

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.

After a campaignCampaign reportTurn campaign numbers into the next moveResults4 metricsNextOne actionOpen report On deliveryInvoiceMake the amount, due date and work billed clearLine items02Total due£4,320Open invoice Each billing periodRetainer invoiceClose each billing period with a clear recordLine items02Total due£3,420Open invoice

Why these are different

A template, not another file to rebuild.

Downloadable files move the blank-page work into a different document. EveryTask starts with the parts a client document needs, then produces a PDF from the details you provide.

Downloaded file

Find the latest copy
Rewrite the client details
Format and rename another version

EveryTask template

Fill the details that change
Use your saved brand
Keep the PDF in its client project

Choose by the moment

One document for each stage of client work.

01BriefDefine the work
02ProposalSet scope and price
03ScopeAgree deliverables
04ContractConfirm terms
05InvoiceClose the loop

Built-in guardrails

Your wording. A reliable structure.

Change the client, scope, fees and terms. The template keeps the sections that make the document useful, so a proposal still has a scope, timing and price when it goes out.

You controlClient, scope, price, wording and terms

The template holdsDocument structure, layout and the essential sections

Brand kit

Your brand, applied to every document.

Set colours, fonts and a logo once. Each generated PDF uses them automatically, so the proposal, contract and invoice belong together before you send them.

After you fill it in

The template becomes a document with a next step.

Fill the fields→Save to project→Review or sign→Final record

A practical starting point, not legal advice. The contract and NDA cover common agency situations, but they cannot account for your jurisdiction or a particular engagement. Have a qualified professional review a template you will rely on long term.

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 workspace

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

Free agency document templates for client work

The proposal that gets the work moving.

Brand sprint

Website redesign

Packaging refresh

Spring campaign

Brand and packaging

Packaging refresh

Non-disclosure

Q3 performance

Spring launch

INV-0148

INV-0217

A template, not another file to rebuild.

One document for each stage of client work.

Your wording. A reliable structure.

Your brand, applied to every document.

The template becomes a document with a next step.

Questions

Start with one