ProposalDoc
Proposal Software for Creative & Web Agencies

Visual proposal builder built for modern agency sales.

Ditch generic text templates. Use our visual canvas to design proposals that showcase your creative solution, details, and pricing structures.

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Visual grid builder to arrange layout, text, and pricing columns

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Brand kit configurations for color palettes and font styling

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Save reusable blocks to build subsequent proposals faster

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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Create free workspace

No credit card required • Build your first proposal in minutes

Proposal Builder FAQ

  1. Can I save custom proposal templates?
    Yes. Save any structured document as a template to reuse it for future pitches.
  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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