PrimeBase/Tools
All tools

Free tools for
service businesses.

Professional generators and templates for invoices, contracts, proposals, purchase orders, and financial spreadsheets — free, no signup required.

Invoice Generator
Documents
Invoice Generator
Professional invoices in minutes. Multiple templates, branding, tax & discount calculations. Download as PDF.
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Contract Generator
Documents
Contract Generator
Build a professional service contract — scope, deliverables, milestones, toggleable legal clauses, and signature blocks.
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Proposal Generator
Documents
Proposal Generator
Sales proposal with cover letter, scope, pricing, and next steps. Multi-section PDF ready to send.
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Statement of Work Generator
Documents
Statement of Work Generator
Build an SOW with scope, deliverables, milestones, and acceptance criteria. Pre-filled consulting example. PDF.
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Client Onboarding Checklist
Documents
Client Onboarding Checklist
Personalized 12-step client onboarding checklist. Toggle steps, edit titles, assign owners, add custom steps. PDF.
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Purchase Order Generator
Documents
Purchase Order Generator
Issue a professional PO to your vendors — line items, SKU, shipping, terms. Download as PDF.
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Proforma Invoice Generator
Documents
Proforma Invoice Generator
Preliminary invoice for quotes, customs, and import use. Multiple templates, custom branding, PDF download.
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Packing Slip Generator
Documents
Packing Slip Generator
Printable packing slip with sender/receiver, items, and optional pricing. Branded PDF, no signup required.
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Inventory Template Generator
Spreadsheets
Inventory Template Generator
Ready-to-use Excel inventory spreadsheet. Multiple sheets, example rows, instructions. Excel + CSV export.
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Profit & Loss Generator
Spreadsheets
Profit & Loss Generator
Excel P&L statement template. Customize periods and categories — formulas calculate totals and net income live.
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Project Profitability Template
Spreadsheets
Project Profitability Template
Track real project margins after costs and overhead. Per-phase breakdown, time tracking, auto-calc KPIs.
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By industry

Industry-specific templates.

Pre-configured invoices, contracts, and proposals built for the way your industry actually works.

Invoice templates by industry

Freelance Invoice
For solo designers, writers, developers, consultants.
Contractor Invoice
Labor + materials + permits for trades work.
Construction Invoice
Progress billing with retainage and change orders.
Consulting Invoice
Retainer + milestone billing for advisory work.
HVAC Invoice
Service call, labor, parts, refrigerant by the pound.
Cleaning Service Invoice
Recurring routes and one-time deep cleans.
Plumbing Invoice
Diagnostic, labor, parts, after-hours surcharge.
Auto Repair Invoice
VIN, mileage, diagnostic, parts, shop supplies.
Photography Invoice
Session fee, editing, prints, usage rights.

Contract templates by industry

Construction Contract
Lien waivers, change orders, retainage, force majeure.
Photography Contract
Session terms, deposit, usage rights, cancellation.
SEO Contract
Scope, KPIs, deliverables, ranking disclaimers.
Consulting Contract
Engagement letter, milestones, IP, non-solicitation.
Catering Contract
Menu, headcount, deposit, dietary, cancellation tiers.
Cleaning Service Contract
Recurring schedule, scope, supplies, access codes.
Landscaping Contract
Seasonal maintenance, weather delays, materials.

Proposal templates by industry

Event Proposal
Concept, venue, vendors, headcount, pricing.
Construction Proposal
Phase-by-phase schedule of values for new bids.
RFP Template
Buyer-side: solicit proposals from vendors.
Marketing Proposal
Strategy, channels, KPIs, retainer pricing.
Consulting Proposal
Problem framing, methodology, milestones.
SEO Proposal
Audit findings, strategy, monthly deliverables.
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