ProposalDoc
Proposal Software for Creative & Web Agencies

Creative agency proposal software that highlights your work.

Stop sending text-only attachments. Present design proposals, scopes, and marketing campaigns in a web-native layout that clients can understand and approve.

01

Brand kit settings to ensure every document looks custom-built

02

Reusable sections to scale proposal drafting for pitches

03

Timeline and pricing summaries that eliminate scope confusion

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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No credit card required • Build your first proposal in minutes

Creative Agency Proposal FAQ

  1. Is my client document data private?
    Yes. Documents are secure and access is protected. You control who can view and approve the client-facing link.
  2. Can we use this for ongoing retainers?
    Yes. Design recurring monthly tasks and billing parameters in a clear, reusable layout template.
  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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