ProposalDoc
Proposal Software for Creative & Web Agencies

Capture clear approvals on scope and next steps.

Move from review to approved. ProposalDoc helps professional service teams capture client approvals on proposals, SOWs, and retainers in a fast, online dashboard.

01

Enables clients to submit approvals on proposal parameters with a click

02

Keeps project status visible: drafts, sent, viewed, and approved

03

Provides transparent confirmation records without signing complexity

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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Proposal Approval Tool FAQ

  1. Can my client print or save their approval?
    Yes. The client portal allows downloading a PDF copy of the document showing final parameters and details.
  2. Is this e-signing software?
    No. ProposalDoc is built for project scope approvals and next-step alignment. It does not provide legally binding contract execution.
  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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