ProposalDoc
Proposal Software for Creative & Web Agencies

Marketing proposal templates that align scope.

Build clear marketing service proposals detailing monthly tasks, media setup parameters, reporting cadences, and retainer scopes.

01

Outline advertising channels, budgets, and deliverable timelines

02

State reporting intervals and performance review parameters

03

Collect approvals on marketing retainer scopes directly online

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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Marketing Proposal FAQ

  1. Can I save custom marketing templates?
    Yes. Customize any marketing scope, save it to templates, and reuse it for new clients.
  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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