ProposalDoc
Proposal Software for Creative & Web Agencies

Capture clear client approvals, with zero friction.

Move from review to approved scope. Capturing client approvals is easy, tracking decisions directly on your proposal without e-signature complexity.

01

Lightweight review-to-approval decision interface for clients

02

Maintain visible records of sent, viewed, and approved states

03

Export approved proposals and scopes as PDF copies

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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Client Approvals FAQ

  1. Is this the same as legal e-signing?
    No. ProposalDoc captures client approval decisions for scopes and proposals. It is not designed for legally binding contract execution.
  2. 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).
  3. How do approvals work?
    Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
  4. Can I export a PDF for my records?
    Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
  5. 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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