Streamlining Your Freelance Workflow: Essential Templates You Need

As a freelancer, you are highly likely to deal with customers every day, and your workflow involves documents of various types, whether it be invoices, contracts, proposals, project checklists, etc. Creating each document from scratch might take a lot of time so ready-to-use templates are what can save you plenty of hours and streamline your freelance workflow. Luckily, you don’t have to browse the net looking for free templates as the ONLYOFFICE library offers a huge collection of ready-made templates that you can use for free and even modify to meet your needs. Let’s take a look at some essential templates that can help you boost your productivity.

1. Freelance invoice template

The work of a freelancer is impossible without invoices. An invoice is a commercial document that lists all products sold or services performed. It’s designed to track what your customer owes you as a freelancer. When you put a project across, you have to issue an invoice so that the customer can pay. The sooner they receive your invoice, the better. That’s why it’s vitally important to have a freelance invoice template at hand. Using the template, you can quickly enter the required information, such as your contact details, the description of goods or services and their quantity, and the preferred payment method.

The ONLYOFFICE library has several invoice templates so you can choose what you like and make as many edits as you need. For example, this basic template includes all important information and allows you to get a ready-made invoice in a matter of minutes. Just open it in your web browser, fill out all the fields and save a PDF copy to your device. After that, send the ready invoice to your customer any way you want.

2. Freelance proposal template

Another essential template that all freelancers need is a freelance proposal template. This document is sent to a customer with the purpose of outlining the terms of a proposed project. In other words, it helps you show your expertise and persuade the customer that you are the right person to get the work done. Using this template, you can describe the project structure and its scope. You can also specify all milestones and deadlines as customers always want to know what they will get from you before they pay the money.

3. Checklist template

When working on a project, you need to keep an eye on what you should do to meet all deadlines and get the work done in due time. The easiest way to control your activities is to create a checklist. It’s a management tool that lists all your tasks and shows their current status, in progress or done. With a checklist template, you can split a complex task for your project into small activities and complete them one by one to make sure your task is accomplished completely without delay.

4. Monthly budget template

Smart money management is the key to success. You don’t have to work with hundreds of customers to have a good income. To succeed as a freelancer, you need to be careful with the money you receive from your customers and the money you pay your contractors if you need to resort to their services. It might be a good idea to use a monthly budget template to control how you will spend your money each month. This simple financial tool allows you to keep track of how your money is being spent within a month. With this template, you will see how much you will have to pay and what your monthly income will be. 

5. Project management template

If you are responsible for several projects simultaneously, it might be difficult to track their progress. That’s why you can use a project management template to monitor all phases of a project, from planning to execution and closure. With this simple template, it’s possible to see when the project starts and when it ends. You can also control the deadlines for each project stage and have a general overview of the progress made. 

Haven’t found the template you need? Don’t worry! Check out the ONLYOFFICE library and choose from hundreds of free templates to streamline your freelance workflow.

How to work with ONLYOFFICE templates

The ONLYOFFICE library features a collection of free templates for business and personal use. All templates are available for free and can be subject to further modification if necessary. There are numerous templates of different kinds, such as fillable PDF forms, text documents, spreadsheets and presentations. 

ONLYOFFICE templates are divided into different categories to make navigation easier, and you can also use the search bar to look for what you need.

The ONLYOFFICE library allows you to download all templates at no cost in popular formats, like PDF for fillable forms, DOCX for documents, XLSX for sheets and PPTX for slides. When it comes to forms, you can open them in your browser and fill out all the required fields online. After that, you just need to download the completed form to your PC or laptop.

The online library also has the Edit template button if you open any available template. If you click this button, you will be offered to download ONLYOFFICE Desktop Editors. It’s a free office suite for Windows, macOS and Linux that easily deals with any office file. It’s completely compatible with Word, Excel and PowerPoint files, which makes it a decent alternative to the MS Office suite. After you install the ONLYOFFICE application, any template from the library will be opened in the program making it easier to work with ONLYOFFICE templates. 

Submit your templates

Not only does the ONLYOFFICE library provide free templates for freelancers and design teams but it also offers an opportunity to share your templates and make them available to other people. If you have stunning templates and don’t mind if other freelancers use them, you can submit them for review, and the ONLYOFFICE team will add them to their online collection. 

Design briefs, contracts, invoices, to-do lists, questionnaires, client information forms — any template will be carefully reviewed and made available to everyone! Don’t hesitate to share your templates and help other freelancers all over the world:

Submit your template

Conclusion

Templates can really make life easier for freelancers allowing them to get ready-to-use documents within minutes. Just open what you need, add relevant information and that’s it. With the customization option, you can even turn standard templates into unique documents and streamline your freelance workflow. There are many sources of templates on the net, and one of them is the ONLYOFFICE library. Visit it right now and start creating your freelance templates.

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