ProposalDoc
Proposal Software for Creative & Web Agencies

Professional agency proposal templates built to win.

Skip the design phase. Start with visual, responsive proposal layouts designed specifically for agencies, branding studios, and consultants.

01

Layouts optimized for visual storytelling, timelines, and deliverables

02

Set your agency's brand colors and typography settings once

03

Save and customize sections to create repeatable sales workflows

Purpose-built for client service contracts

ProposalDoc organizes milestones, scope checklists, and exclusions into clean layout blocks. Capture approvals cleanly, track viewer interest in early access, and export high-fidelity PDFs whenever you need them.

Standard Scoping GridScope-Safe Delivery

Ready to present scopes that clients understand?

Build branded proposals, define scope parameters, and capture clear client approvals.

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Create free workspace

No credit card required • Build your first proposal in minutes

Agency Templates FAQ

  1. Can I save my own custom templates?
    Yes. Build any proposal layout, save it to your workspace templates, and reuse it across multiple client pitches.
  2. Are templates mobile-responsive?
    Yes. Every proposal portal page is optimized to render beautifully on mobile devices and desktop screens.
  3. Do clients need an account to view?
    No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
  4. How do approvals work?
    Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
  5. Can I export a PDF for my records?
    Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
  6. Will this replace my CRM or project tool?
    No. ProposalDoc is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.
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