Client record
Northwind Studio
- Project
- Website redesign
- Currency
- USD
- Invoice tax
- No tax
Saved once in your workspace. Every document below starts from it.
For freelancers and small agencies
Client paperwork for freelancers, without retyping it
Save your company, clients and projects once. Quotes, statements of work, invoice drafts and payment reminders start from them, so the names, prices and dates always match. Less admin, more time for the work you actually enjoy.
- 50 credits a month, free for now
- No payment details to start
- Sign in with a code by email, no password
Made for people who bill clients for their work
- Designers
- Developers
- Writers
- Photographers
- Video editors
- Consultants
- Small studios
One connected flow
Type it once, see it in every document
This is an example with made-up details. Change the client, the days or the rate and step through the five documents.
Why it helps
Stop copying details between documents
A quote in one file, a SOW in another and an invoice in a spreadsheet drift apart. PaperworkPilot keeps them on one record.
Documents in separate files
- Last month’s file as a template. You copy an old quote, change the names, and hope nothing from the previous client is left in it.
- The same details, typed again. The client’s name, the project and the price go into the quote, then the SOW, then the invoice. One typo and the documents disagree.
- Chasing payment from memory. You work out which invoice is late and by how much, then find the words for a reminder that stays polite.
One record in PaperworkPilot
- Your company and clients, saved once. Address, tax number, payment instructions and each client’s details fill every document for you.
- Each document starts from the one before. A SOW starts from the project and its quote; an invoice from the quote or the SOW. You review and edit, not retype.
- Reminders written from the real balance. Pick a tone and the draft uses the invoice’s number, due date and what is still owed. You send it yourself.
What it makes
Every document a client project needs
Quotes
Lines, quantities and prices, with totals worked out to the cent for you. A finalized quote gets the next number, such as Q-2026-0001, and a PDF that never changes.
Statements of work
Scope, deliverables, milestones and assumptions, started from a template and your quote. You review the wording before you send it.
Invoice drafts
From a quote, a SOW or from scratch, with an optional tax rate you choose. Record payments to see what is paid and what is overdue. Every invoice prints “NOT A TAX INVOICE”.
Payment reminder drafts
Friendly, professional, firm or final notice, written from the invoice’s real balance and due date. Copy it or download it and send it from your own email.
PDFs that stay the same
Preview a draft as often as you like. Once finalized, a document is numbered and locked, and downloading it again is always free. If a PDF can’t be created, the credit comes back.
Credits
How many credits would you use?
Finalizing a quote, a SOW or an invoice uses 1 credit, and so does creating a payment reminder. Drafts, editing, previews and downloading again are free.
You would use about
24 credits
a month.
Starter covers it: 30 credits a month, $9 a month, plus tax where it applies.
Pricing
Plans differ only in credits
Every feature is on every plan. Start free, and move to a paid plan when you need more credits.
Free
$0
5 credits a month
Enough for about 1 client a month, at a quote, SOW, invoice and reminder each.
Starter
$9 a month, plus tax where it applies
30 credits a month
Enough for about 7 clients a month, at a quote, SOW, invoice and reminder each.
Pro
$19 a month, plus tax where it applies
100 credits a month
Enough for about 25 clients a month, at a quote, SOW, invoice and reminder each.
What it doesn’t do
- It sends no emails to your clients. You copy or download each document and send it yourself.
- It collects no payments from your clients. Your invoices show your own payment instructions.
- It gives no legal, tax or accounting advice, and no document is checked against any country’s rules. Review every document before you rely on it.
Less admin, more actual work
Make your first quote today. For now, every new workspace starts on the Beta allowance: 50 credits a month, free. Sign in with your email address and add your company details to start.