ProposalDoc
Proposal Software for Creative & Web Agencies

Creative proposals that stand out and align teams.

Creative studios and agencies use ProposalDoc to frame marketing pitches, visual campaigns, content strategies, and monthly retainers.

01

Cohesive brand styling settings to ensure proposals look custom-designed

02

Track open signals to follow up with stakeholders at the right moment

03

Capture approvals on campaign parameters without complex review delays

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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Creative Agencies FAQ

  1. Can we use this for retainer marketing projects?
    Yes. Design recurring service tasks and monthly hour allocations in a clear, reusable layout template.
  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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