Business document templates for agencies and freelancers

A business document template is a ready-made structure for a proposal, quotation or audit, so you fill in the client's details instead of designing a page. Each template below is a real sample built with the same engine that makes your own documents. Open one to see every section, then start with it free. Your logo, colors, fonts and terms are applied automatically.

Acme Digital

Proposal

SEO growth plan for Nova Furniture

Grow enquiries from search for a furniture manufacturer with a showroom.

Prepared for: Nova Furniture
Prepared by: Acme Digital
Date: 2 March 2026

01Company introduction

Acme Digital is a small search and web team. We audit sites, fix what holds them back and run monthly SEO for local businesses.

What we do

Technical SEO audits
Website design and development
Monthly SEO retainers
Content and local SEO

02Our understanding of your needs

Nova Furniture sells well in showrooms but gets few enquiries from search. This plan fixes the technical issues that hold the site back, rebuilds the category pages around what buyers search for, and reports on enquiries every month.

03Current challenges

Category pages share duplicate titles, so they compete with each other.
Product pages load slowly on mobile.
Most organic traffic lands on the homepage, not on product categories.

04Objectives

Double organic enquiries within six months.
Get the ten main category pages onto page one for their local search terms.
Bring mobile page speed into the good range.

05Proposed strategy

Fix the foundations

Resolve crawl errors, duplicate titles and slow templates in the first month so later work isn't wasted.

Rebuild category pages

Rewrite each category page around real buyer searches, with clear product filters and internal links.

Report on enquiries

A monthly one page report shows organic enquiries, ranking movement and what we are doing next.

06Deliverables

Technical SEO audit and fix list
Rewritten titles and descriptions for 40 pages
Ten rebuilt category pages
Monthly performance report

07Timeline

Audit and fixes

Weeks 1 to 4

Full audit, then fix the highest impact issues.

Category rebuild

Weeks 5 to 12

Rewrite and relaunch category pages in batches of three.

Growth and reporting

Month 4 onward

Monthly content, link outreach and reporting.

08Investment

Starter

₹50,000.00

Fixes and reporting

Technical audit
Monthly report

SelectedGrowth

₹85,000.00

Fixes plus content

Everything in Starter
4 pages a month
Link outreach

Premium

₹1,25,000.00

Full service

Everything in Growth
8 pages a month
Conversion work

Where the budget goes

Technical audit and fixes (one time)60000
Monthly SEO retainer85000

Item	Amount
Technical audit and fixes (one time)	₹60,000.00
Monthly SEO retainer Per month, minimum 6 months	₹85,000.00

Total investment₹2,30,000.00

Prices exclude GST.

09Our process

Discovery: we review your goals, current setup and constraints.
Plan: we agree scope, milestones and who does what.
Delivery: we work in short cycles and share progress as we go.
Review: we check results with you and agree next steps.

10Why choose us

Acme Digital: Search growth for local businesses

Technical SEO audits
Website design and development
Monthly SEO retainers
Content and local SEO

11Terms and conditions

1. Fees are billed monthly in advance and are due within 15 days. 2. Work outside the agreed scope is quoted separately. 3. Either party may end the retainer with 30 days written notice.

12Next steps

If this proposal looks right, accept it online or reply to this message and we'll schedule a kickoff.

Asha Rao · hello@acme-digital.example · +91 98765 43210

Asha Rao
Founder, Acme Digital
Authorized signatory

Client acceptance

Acme Digitalhello@acme-digital.example+91 98765 43210https://acme-digital.example

SEO Proposal Template

A ready to edit SEO proposal with a summary, challenges, goals, strategy, timeline, pricing packages and terms. Brand it, send it by link and see when it is opened.

Best for: Freelance SEOs and agencies pitching a one-time audit and fix, or a monthly retainer.

SEO Proposal Template

Prepared for

Bright Dental
Dr. Kavya Nair
kavya@brightdental.example
+91 98222 33445
4 MG Road, Kochi

Prepared by

Acme Digital
Asha Rao
hello@acme-digital.example

Total investmentPlus GST₹2,13,580.00

01Project overview

Bright Dental needs a faster, clearer website that helps new patients find the clinic and book online.

02Scope of work

Design five key pages: home, services, about, team and contact
Build on a CMS the front desk can edit
Set up online booking and a Google Business Profile

03Deliverables

Live responsive website
Design source files
One training session for the team

04Timeline

Project timeline

8 weeks from kickoff

05Assumptions and exclusions

Content, images and account access needed for the work are provided by the client on time.
Work outside the scope above is quoted separately before it starts.
Third-party costs such as domains, hosting, stock media and advertising spend are not included unless listed below.

06Investment

#	Item	Rate	Discount	GST	Amount
Design
1	Website design Home, services, about, contact and four treatment pages	₹75,000.00	-	18%	₹88,500.00
Build
2	Development and CMS setup Responsive build with an editable CMS	₹90,000.00	₹9,000.00	18%	₹95,580.00
3	Local SEO setup Google Business Profile, schema and citations	₹25,000.00	-	18%	₹29,500.00

Milestone	Share	When
On acceptance	50%	Before work starts
On completion	50%	When the work is delivered

08Notes

50% payable at kickoff, 50% on launch.

09Terms and conditions

1. Fees are billed monthly in advance and are due within 15 days. 2. Work outside the agreed scope is quoted separately. 3. Either party may end the retainer with 30 days written notice.

10Acceptance

By signing below, the client accepts this quotation and its terms.

Asha Rao
Founder, Acme Digital
Authorized signatory

Client acceptance

Acme Digitalhello@acme-digital.example+91 98765 43210https://acme-digital.example

Website Quotation with GST

A website quotation with scope of work, line items, discounts, GST at your rate, a payment schedule and acceptance. Your GSTIN prints on every copy.

Best for: Web designers, developers and agencies in India quoting a website build, redesign or ongoing maintenance.

Website Quotation with GST

Bill to

Bright Dental
Dr. Kavya Nair
kavya@brightdental.example
+91 98222 33445
4 MG Road, Kochi

From

Acme Digital
Asha Rao
hello@acme-digital.example

Amount duePlus GST₹62,540.00

#	Item	Rate	GST	Amount
1	SEO retainer, March On-page fixes, content and reporting	₹45,000.00	18%	₹53,100.00
2	Local citations 20 directory listings	₹8,000.00	18%	₹9,440.00

Bank: Example Bank Account: 0000 1111 2222 IFSC: EXMP0000123 UPI: acme@examplebank

02Terms and conditions

1. Fees are billed monthly in advance and are due within 15 days. 2. Work outside the agreed scope is quoted separately. 3. Either party may end the retainer with 30 days written notice.

03Authorization

Asha Rao
Founder, Acme Digital
Authorized signatory

Client acceptance

Acme Digitalhello@acme-digital.example+91 98765 43210https://acme-digital.example

Invoice Template

A clean invoice template with your logo, GSTIN, line items, tax, bank and UPI details and a clear amount due. Download the PDF or send a private link.

Best for: Freelancers, agencies and consultants billing for projects, retainers and one-off work.

12 Residency Road, Bengaluru 560025 hello@acme-digital.example +91 98765 43210 https://acme-digital.example GST: 29ABCDE1234F1Z5 PAN: ABCDE1234F

Social Media Audit: Bright Dental

12 March 2026

Prepared for

Bright Dental
Dr. Kavya Nair
kavya@brightdental.example
+91 98222 33445
4 MG Road, Kochi

Prepared by

Acme Digital
Asha Rao
hello@acme-digital.example

01Audit overview

This audit reviews Bright Dental's social media presence against a checklist covering profiles, content, engagement, growth and results. Each checkpoint is marked Good, Needs work or Poor after reviewing the accounts, with notes and a recommendation.

Platform	Handle or link	Followers	Posts per week	Engagement rate	Notes
Instagram	https://instagram.com/brightdental
Facebook	https://facebook.com/brightdental

02Social media scorecard

Overall

Profiles and branding

Content strategy

Engagement and community

Checkpoint status

Good2
Needs work2
Poor2
Not checked38

Score by section

Profiles and branding50%

Content strategy25%

Engagement and community100%

Balance

6 checkpoints reviewed: 2 good, 2 need work, 2 poor. 38 not checked yet.

Biggest opportunities

Area	Checkpoint	Status	Recommended action
Profiles and branding	Link in bio goes to a relevant, working page	Poor	Point it to the booking page and add UTM tags.
Content strategy	Mix of formats is used (video, carousels, images, text, stories)	Poor	Add Reels showing procedures, team intros and patient tips.
Profiles and branding	Bio says what the business does, for whom, and where	Needs work	Add the city, hours and a booking link to the bio.
Content strategy	Posting frequency is consistent week to week	Needs work	Plan three posts a week on a calendar.

03Profiles and branding

Findings & Recommendations

50%3 of 9 checked

Checkpoint	Status	Observation and recommendation
Handle and display name match the brand on every platform	Good	Same handle and logo on both accounts.
Profile picture is the current logo and stays legible when small	Not checked
Bio says what the business does, for whom, and where	Needs workhigh priority	Bio lists services but not the city or a booking number. Recommendation: Add the city, hours and a booking link to the bio.
Bio includes a clear call to action	Not checked
Link in bio goes to a relevant, working page	Poorhigh priority	Link in bio goes to the old website homepage. Recommendation: Point it to the booking page and add UTM tags.
Contact options are switched on (email, call, directions, WhatsApp)	Not checked
Cover images and banners are current and on brand	Not checked
Business category and location are set correctly	Not checked
Accounts are verified or claimed where that option exists	Not checked

04Content strategy

Findings & Recommendations

25%2 of 10 checked

Checkpoint	Status	Observation and recommendation
Content pillars are defined and visible in the feed	Not checked
Posting frequency is consistent week to week	Needs workmedium priority	Posts appear in bursts, then nothing for two weeks. Recommendation: Plan three posts a week on a calendar.
Mix of formats is used (video, carousels, images, text, stories)	Poorhigh priority	Almost all posts are static images. Recommendation: Add Reels showing procedures, team intros and patient tips.
A content calendar exists and is followed	Not checked
Posts speak to a defined audience and its questions	Not checked
Captions are useful, on brand and include a call to action	Not checked
Hashtags and keywords are relevant, not stuffed	Not checked
Seasonal, event and trend content is used where it fits	Not checked
User generated content and testimonials are shared	Not checked
Old high performing posts are reused or refreshed	Not checked

05Engagement and community

Findings & Recommendations

100%1 of 7 checked

Checkpoint	Status	Observation and recommendation
Comments are answered promptly	Good	Comments are answered the same day.
Direct messages are answered within a day	Not checked
Replies are helpful and on tone, including for complaints	Not checked
Engagement rate is healthy for the account size	Not checked
Posts ask questions or start conversations	Not checked
The brand engages with other accounts, not just its own	Not checked
Community guidelines and spam handling are in place	N/A
Reviews and recommendations are monitored and answered	Not checked

06Instagram

Findings & Recommendations

Checkpoint	Status	Observation and recommendation
Reels are posted regularly and use trending audio well	Not checked
Stories are used several times a week with stickers and links	Not checked
Story Highlights are organised with designed covers	Not checked
Grid looks cohesive when a visitor opens the profile	Not checked
Carousels are used for education and saves	Not checked
Alt text is added to posts	Not checked
Collab posts, tags and location tags are used	Not checked
Shopping or product tags are enabled where relevant	Not checked
Broadcast channel or close friends are used to build loyalty	Not checked

07Facebook

Findings & Recommendations

Checkpoint	Status	Observation and recommendation
Page About section is complete (hours, address, services, links)	Not checked
Call to action button is set and works	Not checked
Cover video or image is current	Not checked
Messenger auto replies and saved replies are set up	Not checked
Reviews and recommendations are answered	Not checked
Facebook Groups or events are used for community	Not checked
Reels and video are used, not only link posts	Not checked
Page roles and access are managed securely	Not checked
Meta Business Suite is connected for scheduling and insights	Not checked

08Key findings and recommendations

Findings & Recommendations

mediumGoogle reviews are not linked from social profiles

Why it matters: The clinic has strong reviews on Google but none of the social profiles mention or link to them.
Recommended action: Add a review highlight on Instagram and pin a review post on Facebook.
Priority: medium
Affected pages: Instagram, Facebook

09Next steps

We recommend starting with the items marked high priority, then reviewing progress against this scorecard in 90 days. We're happy to walk through the findings and help put the plan into action.

Asha Rao · hello@acme-digital.example · +91 98765 43210

Acme Digitalhello@acme-digital.example+91 98765 43210https://acme-digital.example

Social Media Audit Template

A social media audit template with a scorecard, checklists for profiles, content, engagement and each platform, notes, screenshots and prioritised fixes.

Best for: Social media managers and agencies who want a repeatable audit for pitches, onboarding and quarterly reviews.

Social Media Audit Template

Acme Digital

Proposal

Digital marketing plan for Urban Properties

A multi-channel marketing plan for a real estate developer with quarterly launches.

Prepared for: Urban Properties
Prepared by: Acme Digital
Date: 9 March 2026

Company introduction

Acme Digital is a small search and web team. We audit sites, fix what holds them back and run monthly SEO for local businesses.

What we do

Technical SEO audits
Website design and development
Monthly SEO retainers
Content and local SEO

Our understanding of your needs

Urban Properties lists new apartments every quarter but depends almost entirely on brokers and walk-ins for leads. This plan builds a steady flow of direct enquiries by combining local search, Google Ads for launch periods, Instagram content from the sites and a monthly email to past enquirers. Every channel is reported in one monthly summary, so you can see which spend produced site visits.

Current challenges

Project pages rank for the project name only, not for what buyers search, such as 2 BHK in Bandra West.
Paid campaigns were run for one launch with no tracking of calls or form fills.
The Instagram page posts renders only, with no walkthroughs, site progress or buyer questions.
Past enquirers are never contacted again once a project sells out.

Objectives

Set up tracking so every enquiry is traced to its source within the first month.
Bring the cost of a qualified enquiry down against the current broker commission.
Publish three Instagram posts a week with at least one video.
Send one email a month to everyone who has enquired before.

Proposed strategy

Search and local presence

Fix project page titles and content, set up a Google Business Profile for each sales office, and publish area guides that answer what buyers ask.

Launch advertising

Run Google Search and Meta lead campaigns around each launch, with dedicated landing pages and call tracking, and pause them when a phase sells out.

Social media

A content calendar built on site walkthroughs, construction progress, buyer FAQs and customer stories, with replies to comments and messages within one working day.

Email and follow-up

A monthly newsletter and a short follow-up sequence for new enquirers, so interest does not go cold between calls.

Deliverables

Tracking setup for calls, forms and WhatsApp clicks
Rewritten titles and descriptions for all project pages
Google and Meta campaigns for each launch
12 social posts per month, including 4 videos
One email newsletter per month
Monthly report with a call to review it

Timeline

Setup

Weeks 1 to 3

Tracking, accounts, audit of current pages and a content calendar for the first quarter.

Launch

Weeks 4 to 8

Search fixes go live, first campaigns start and the posting schedule begins.

Optimise

Month 3 onward

Shift budget to what is producing enquiries and report on it every month.

Investment

Essentials

₹55,000.00

Search and social

Local SEO and Google Business Profile
8 social posts a month
Monthly report

SelectedLaunch

₹90,000.00

Everything for a project launch

Everything in Essentials
Google and Meta campaign management
Landing pages
Monthly email

Full service

₹1,40,000.00

Always on across channels

Everything in Launch
12 social posts and 4 videos
Email follow-up sequences
Fortnightly review calls

Where the budget goes

Setup and tracking (one time)35000
Monthly management70000
Ad campaign management20000

Item	Amount
Setup and tracking (one time)	₹35,000.00
Monthly management SEO, social, email and reporting	₹70,000.00
Ad campaign management Per month while campaigns run, excludes ad spend	₹20,000.00

Total investment₹2,15,000.00

Ad spend is paid directly to Google and Meta from the client's own account and is not included. Prices exclude GST.

Our process

Discovery: we review your goals, current setup and constraints.
Plan: we agree scope, milestones and who does what.
Delivery: we work in short cycles and share progress as we go.
Review: we check results with you and agree next steps.

Why choose us

Acme Digital: Search growth for local businesses

Technical SEO audits
Website design and development
Monthly SEO retainers
Content and local SEO

Terms and conditions

1. Fees are billed monthly in advance and are due within 15 days. 2. Work outside the agreed scope is quoted separately. 3. Either party may end the retainer with 30 days written notice.

Next steps

If this proposal looks right, accept it online or reply to this message and we'll schedule a kickoff.

Asha Rao · hello@acme-digital.example · +91 98765 43210

Asha Rao
Founder, Acme Digital
Authorized signatory

Client acceptance

Acme Digital · hello@acme-digital.example · +91 98765 43210 · https://acme-digital.example

Digital Marketing Proposal

A digital marketing proposal covering SEO, paid ads, social media and email, with deliverables, a 90 day timeline, retainer pricing and terms. Brand and send it.

Best for: Marketing agencies and consultants proposing a multi-channel retainer.

Digital Marketing Proposal

Template questions

Are the templates free to use?

Yes. You can start with any template on the Free plan, which includes 10 documents and 3 AI actions a month. The premium audit report layouts (Noir, Aurora and Sidebar) need a Pro or Agency plan.

Can I change the text and layout of a template?

Yes. Every section can be edited, added, removed and reordered, and you can switch the layout without rewriting anything. Your logo, colors, fonts and terms are applied automatically.

What GST rate should I use on my quotations?

Use the rate that applies to your business. Web design and development services in India are commonly charged at 18 percent GST, which is the default in PrioDraft, but check your registration and the place of supply with your accountant. You can change the rate for a whole quotation or for a single line.

What is the difference between a quotation and an invoice?

A quotation is an offer made before work starts, with the scope and the price. An invoice is issued when you supply the service and ask for payment. PrioDraft has separate documents for both, with your company and GST details filled in.

How does the social media audit work?

You review the client's public accounts and work through checklists for profiles, content, engagement and each platform, marking every checkpoint Good, Needs work, Poor or N/A. Notes, recommendations, priorities and screenshots go alongside, and a scorecard adds itself up.

Do I need design skills?

No. You choose colors and fonts and upload a logo once, and the templates handle layout, spacing and page breaks. You can still edit every section by hand.

Your branding on every one

Add your logo, colors, fonts, GST details and terms once. Every template picks them up, so a new document starts looking like yours.

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