ProposalDoc
Proposal Software for Creative & Web Agencies

Clear, professional proposals for consulting services.

Consultants use ProposalDoc to build structured proposals, outline advisory milestones, define retainer limits, and capture approvals.

01

State project phases, strategy workshops, and final reports

02

Specify payment timelines, terms, and consulting retainers

03

Get client approval on business scopes without complex e-signing setup

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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Consultants FAQ

  1. Is this a legal contract signer?
    No. ProposalDoc is built for proposals, scoping, and client approvals. It does not provide legally binding contract signing.
  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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