The 11 document types

Why the type matters

A document isn't just formatted text. A proposal has to win the work; a contract has to hold up; an invoice has to be paid without a chase. Each carries its own structure, tone and the small details that make it do its job.

When you tell Waxe what you need, it picks the right shape for that type and drafts accordingly. You don't start from a blank page or a generic template — you start from a document that already understands its own purpose.

Documents that win the work

These are the documents you send before the engagement is confirmed. Their job is to persuade and to set expectations.

• Proposal — makes the case for the work: what you'll do, why you, the approach and the price.
• Pitch Deck — a slide-style document for presenting an idea or capability when a prose proposal isn't the right format.
• Portfolio — showcases past work and credentials to build confidence before a decision.

Documents that define the work

Once a client is interested, these pin down exactly what's being delivered, on what terms, and how changes will be handled.

• Scope of Work — the detailed statement of what's in, what's out, deliverables, timeline and assumptions.
• Requirements Document — captures what the solution must do, often before scoping or building.
• Change Request — records a change to agreed scope, its impact and any new cost, so nothing drifts unrecorded.

Documents that protect and get paid

These govern the relationship and move money. Precision matters more than persuasion here.

• Contract — the agreement and its terms, built to be clear and to protect both sides.
• NDA — a confidentiality agreement for sharing sensitive information safely.
• Invoice — requests payment with the right line items, totals and details to get paid promptly.
• Purchase Order — authorises a purchase and its terms from the buyer's side.
• Receipt — confirms a payment has been made.

Choosing the right one

If you're unsure, start from the outcome you need and pick the matching type.