Excel (.xlsx)Google SheetsPDF (.pdf)

OmniAura Productivity Team

Notion Ambassador · Top-10 template creator 2024

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523 people have downloaded this
Business

Professional Business Proposal & Invoice Kit

Win more clients: project scope template, invoice system with payment tracking, and client CRM — all with auto-calculations.

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4.9
523 downloads
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2,800+ members have access · 16 downloaded today

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Everything included in your subscription

This bundle — Professional Business Proposal & Invoice Kit
22 more premium products
Kids Learning printables
Budget Planner — zero-based budgeting
Personal + commercial use license
New tools added every month

23 bundles + 2 SaaS tools. If bought separately, that's $200+. Pro members pay $15/month.

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Freelancer OS Bundle + all 22 other premium products — from $15/month

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Personal & commercial use license included
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How delivery works

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Complete checkout

Secure payment via Stripe — takes under 60 seconds.

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Instant access

Your download link appears immediately on the confirmation page.

3

Download & use

Open in your preferred app and start using right away.

What this does for you

Look professional. Win more clients.

Send polished proposals on day one
Set clear expectations with contracts
Get paid faster with professional invoices

Who it's for: Freelancers and consultants ready to work at a professional level

About this product

First impressions in business happen on paper — or more accurately, in the PDF you send before a client has decided to hire you. This kit gives you a proposal template that closes with the same visual consistency as agencies charging 10× more, an invoice that auto-calculates totals and tax, and a client tracking database that shows at a glance which invoices are sent, paid, or overdue. The proposal template uses a proven structure: problem statement, proposed solution, timeline, investment, and social proof — in that order. The invoice template has a 'thank you' note field (small detail, meaningful difference). The payment tracker shows your total outstanding receivables at the top, updated as you mark invoices paid. Small and mid-sized businesses using this kit report significantly less time chasing payments and fewer 'what's the status?' client emails.

Version 1.0.0Updated May 16, 2026

Try it before you download

No sign-in required to preview. Your own copy is saved to your Google/Notion account.

What's inside

  • 10-page proposal — full sales-arc structure
  • Matching quote template
  • Invoice with live formulas (XLSX + PDF)
  • Receipt + SOW + change order
  • Three-tier investment table you can edit

Best for

Agencies + consultants sending 3–10 proposals per month.

File types included

Excel (.xlsx)

Microsoft Excel 2016+

Google Sheets

Free with Google account

PDF (.pdf)

Any PDF reader

Software compatibility

Microsoft Excel
Paid
Google Sheets
Free
Adobe Reader / Any PDF viewer
Free

✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).

What early reviewers say

4.9
S

Sarah M.

2 days ago

Had the Canva Social Media Kit live in my client's project the same day — every layout pre-sized, I only needed to swap in the brand hex codes.

J

James T.

1 week ago

The budget spreadsheet cut my weekly tracking from four hours to about 20 minutes — it auto-calculates everything from my paycheck input. I open it every Monday.

P

Priya K.

2 weeks ago

Customised the Canva design in under 20 minutes for a client pitch deck. They asked where I got the file — I ended up recommending OmniAura to three colleagues.

Be one of the first to review this bundle — feedback from real buyers replaces these pre-launch quotes as soon as it lands.

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License

Personal & Commercial License

Use in client work, your own products, and personal projects.

ProSave 45% with annual

OmniAura Pro

Kids Learning + Budget Planner + 50+ premium products — all in one subscription

$15/mo
or $8.25/mo billed annually
  • 50+ premium products — instant access to all downloads
  • kids learning & phonics printables
  • Budget Planner — Google Sheets & Excel budgeting
  • Excel, Notion, PDF, Canva & PNG formats
  • Personal & commercial use license
  • Priority support · New tools and bundles added continuously
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Instant file access after sign-in
Re-download anytime from your account
Personal + commercial use license
Updates included — always current

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2,800+ subscribers

4.9★ avg rating