ProposalDoc Agency Setup
Stop wasting hours rewriting proposals and statements of work. Let our team do the heavy lifting to set up your agency scoping template.
* We will personally convert one SOW/proposal into a branded template, structure clauses, and help you send your next proposal. Backed by a full money-back guarantee if you cannot send a real proposal.
What is included in the pilot:
- Migration of one existing proposal or SOW document.
- Branded workspace brand kit & custom styles setup.
- One reusable web-design proposal template.
- Scope, exclusions, and revision clauses structured for you.
- Help sending your first live client proposal.
- Three months of Studio plan access included.
- 100% money back if you cannot send a real proposal.
Book Concierge Setup
Fill in your details below. We'll follow up to schedule your setup call and request your files.
JavaScript is required to submit this form online. You can also email us at support@proposaldoc.com to get started.
Frequently Asked Questions
How does the concierge setup work?
After you submit your request, our founding team will coordinate a call to review your current scoping process and files. We will personally migrate one template into your workspace, set up your brand kit, and help you send your next client proposal.
What is included in the founding agency offer?
The offer includes full template conversion, workspace brand setup, structured scoping blocks, assistance sending your next proposal, three months of Studio workspace access, and a full money-back guarantee. Standard subscription plans will only be introduced after early access.
Is my proposal data secure?
Yes. ProposalDoc uses SSL encryption, session-level access control for client portals, and secure endpoints. We prioritize data protection to keep your client SOW details private.
How does the money-back guarantee work?
We are committed to helping you experience value. If we convert your proposal and you are unable to successfully send it to a real client or if you aren't satisfied, just let us know for a full 100% refund.