Freelancer Business Bundle | Freelancer Tracker Spreadsheet, Contract & Proposal Templates, NDA Templates & Client Invoice Tracker

A freelancer templates bundle for the business side of freelancing

Freelancing has two jobs hidden inside it. There’s the work you’re good at: writing, designing, coding, editing, consulting. Then there’s running the business around it: finding clients, quoting, agreeing scope, protecting confidential information, tracking hours and chasing payments. Most freelancers love the first job and put up with the second.

The trouble is that the second job decides how much you earn. A vague quote leads to scope creep. A missing contract leads to a client who won’t pay for revisions. An untracked invoice leads to a payment that never arrives. The Freelancer Business Bundle gives you the paperwork and the tracking so the business side runs itself, and you can get back to the work you actually enjoy.

What’s inside

1. Gigwise Freelancer Tracker ($11.99 alone)

Gigwise is a command centre for your freelance business. The client CRM stores contact details, rates, notes and project history for every client. The lead pipeline tracks potential clients from first contact through proposal to signed, so you can see at a glance who to follow up with this week.

Every project gets logged with its fee, deadline and status. The time log records hours against each project, which matters if you bill hourly and is just as useful on fixed-price jobs, because it shows your real hourly rate. The income dashboard charts monthly earnings, top clients and income by service. An expense tracker covers the business costs you’ll want to claim at tax time.

2. ScopeSigned Contract & Proposal Templates ($2.99)

Scope creep is the biggest profit killer in freelancing. A client asks for “one quick change”, then another, then a whole new page. ScopeSigned stops that before it starts. It includes a proposal and job quote template, a service agreement that sets out deliverables, timelines and payment terms, a change order form for anything outside the original scope, a payment schedule, a completion sign-off and an invoice.

Everything comes in editable Word, fillable PDF and print-ready PDF, plus an Excel quote calculator. Fill in your details, adjust the clauses to suit and send.

3. Hushmark NDA Suite ($4.99)

Agencies and larger clients often ask for an NDA before sharing a brief. Sometimes you’ll want one yourself, for example when you’re sharing your own process or subcontracting part of a job. Hushmark gives you four versions: a mutual NDA, a one-way NDA, a contractor confidentiality agreement and an employee confidentiality agreement. They’re editable in Word and come as printable PDFs in US Letter and A4.

4. PaidPath Client & Invoice Hub ($9.49)

Getting paid shouldn’t depend on your memory. PaidPath logs every invoice with its date, amount, due date and status. The aging report groups unpaid invoices by how overdue they are, so the 60-day-late invoice doesn’t sit there forgotten. The business dashboard shows total invoiced, total collected and what’s still outstanding. There’s a printable invoice template and an expense log as well.

The client journey, start to finish

1. Lead: Add the enquiry to the Gigwise pipeline.
2. Proposal: Send a ScopeSigned quote with a clear scope and price.
3. Agreement: Sign the ScopeSigned service agreement. Add a Hushmark NDA if the client needs one.
4. Delivery: Log hours in Gigwise. Use a change order for any extra requests.
5. Sign-off: Get the completion form signed.
6. Payment: Invoice and track it in PaidPath until it’s paid.

Why proper paperwork earns you more

Freelancers who use written agreements tend to charge more and argue less. A clear proposal makes your price look considered rather than plucked from the air. A signed scope gives you a polite, firm way to say “that’s outside what we agreed, here’s the cost”. And a tracked invoice gets paid faster, because you follow up on day 31 instead of day 90.

There’s a confidence effect too. Sending a clean proposal and contract tells a client they’re dealing with a professional. That alone can justify a higher rate, especially with corporate clients who are used to working with agencies.

Who this bundle is for

• New freelancers setting up their business for the first time
• Experienced freelancers who are tired of messy spreadsheets and email threads
• Fiverr and Upwork freelancers moving clients off-platform
• Consultants, coaches and virtual assistants with retainer clients

Formats and compatibility

• Excel (.xlsx) spreadsheets that also open in Google Sheets
• Word documents and fillable PDFs in US Letter and A4
• A user guide for every product

This is a digital download. Nothing is shipped.

Frequently asked questions

Can I add my own branding?
Yes. The Word and Excel templates are fully editable, so add your logo, colours and business details.

Are the contracts valid in my country?
They’re general templates written in plain English. Laws differ between countries, so have a local professional review them for high-value work.

Does Gigwise work for hourly and fixed-price projects?
Yes. Log hours on any project and it works out your effective hourly rate.

Can I track more than one currency?
Use one main currency per workbook and note foreign amounts in the notes column.

The price

Bought separately, these four products cost $29.46. The bundle is $21.99. You save $7.47, which is 25% off.