ProposalDoc
Concierge Setup Offer

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.

Investment
$199One-time setup fee
Workspace Subscription
$49/monthStudio workspace (up to 5 users)

* Setup includes converting 1 of your current proposal or SOW files into a reusable branded template inside ProposalDoc. Paid subscription begins after template delivery.

What we do for you:

  • Convert your existing proposal, PDF, SOW, or Google Doc into a clean, reusable ProposalDoc template.
  • Configure your workspace Brand Kit with custom colors, typography, logos, and style grids.
  • Structure reusable scope blocks for exclusions, revision rules, CMS handoffs, and browser support.
  • Align timeline milestones and deliverables tables to match your agency pricing packages.
  • Host a 1-on-1 walkthrough session to get your client approvals flow launched smoothly.

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 and set up your brand kit to match your agency guidelines.

What is included in the founding agency offer?

The offer includes a $199 one-time setup fee for template migration, plus a Studio workspace subscription at $49/month (covers up to 5 team members) which starts only after your template is delivered and ready to send.

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.

Is this a legally binding e-signature replacement?

No. ProposalDoc approvals are designed to gather client confirmation and kickoff alignment on SOW parameters. It is not designed to replace formal legal e-signature contracts.