Quote-to-Cash Kit
Everything between "how much would that cost?" and "payment received".
$19 one-time, instant download
What is inside
- Quote builder workbook tab with discount, tax and deposit calculations
- Invoice log: 150 rows with status and days overdue
- Weighted pipeline, so likely work is counted at its likelihood
- Payments dashboard with ageing, collection rate and win rate
- Word templates for a proposal and an invoice
- A Start-Here guide
Who it suits
Freelancers and small studios who track quotes and invoices in scattered emails and want one tidy place that shows what is owed.
Make it yours
Set your own tax rate, deposit percentage and payment terms, and replace the logo and wording in the Word templates. The sample rows and example text are only there to show how things work, so you can overwrite them with your own.
This is a template, not professional advice. Adjust it to your situation and check anything legal or financial with a qualified professional.
Refunds
If it is not right for you, email ward-4098@pionagent.com and we will look at it case by case. See the terms.
Want to try the format first? Get the free 5-SOP sampler.