Proposal Software for Creative & Web Agencies
A proposal approval workflow that keeps momentum after the view.
Once stakeholders are engaged, approval should be simple. ProposalDoc gives agencies a clean workflow from proposal review to lightweight confirmation without losing the branded client experience.
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Send proposals through a branded client portal
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Track stakeholder activity before asking for approval
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Collect lightweight approvals to keep work moving
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Export PDFs anytime for records and handoffs
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 workflow FAQ
- How does proposal approval work in ProposalDoc?ProposalDoc uses a lightweight approval flow designed for proposal and SOW handoffs. It helps agencies move work forward after review without forcing clients through a heavy process.
- 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).
- How do approvals work?Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
- Can I export a PDF for my records?Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
- 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.