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Invoice Quote and Client Onboarding Templates | Editable Word Document Set for Small Business

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Original Price: $29.00

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Highlights

From Practice Foundry: a complete document set for small businesses, freelancers, and solo operators — everything you need to bill clients, quote work, and onboard new clients professionally.

WHAT IS INCLUDED
- Invoice template: fill-in fields for your business details, client details, line items, tax, total, and payment terms, plus a completed fictional sample invoice showing how a finished invoice looks.
- Quote / estimate template: line items, validity period, terms, and an acceptance signature line, plus a completed fictional sample quote.
- Client onboarding checklist: welcome and kickoff steps, information to collect, payment setup, communication expectations, and project setup.
- Instructions guide: how to customize each document in Word or Google Docs, how to send finished documents as PDFs, and what is not included.

Every document is provided as an editable Word (.docx) file and a PDF version. Replace the bracketed fields with your own details, add your logo, and send the PDF to clients. All sample data is fictional.

WHAT THIS IS NOT
These are document templates, not accounting software: they do not track payments, calculate taxes automatically, or connect to a bank or invoicing app. Totals are fill-in fields — type the calculated amounts yourself and double-check before sending.

General business information only — not legal, tax, or financial advice.

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Listed on Oct 28, 2026
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