ProposalDoc
Proposal Software for Creative & Web Agencies

Proposal approval software built for project alignment.

Get a clear 'yes' on service scope and next steps. Capturing client approvals is easy and designed specifically to move projects forward without contract bloat.

01

Captures client approval decisions directly on the proposal link

02

Keeps approval records and status visible to your agency team

03

Maintains momentum from first draft through approved scope

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 FAQ

  1. Is this the same as a legal contract signature?
    No. ProposalDoc is built for proposal reviews, scope confirmation, and project alignment. It is not designed for legally binding e-signature execution.
  2. Can clients download an approved copy?
    Yes. Both you and your client can export the final approved proposal as a PDF copy anytime.
  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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