Proposal Software for Creative & Web Agencies

A clean proposal builder for independent professionals.

Stop fighting messy documents. Build branded proposals and statements of work, track client views in real-time, and collect clean approvals without expensive tools.

01

Fast template libraries and visual grids tailored for solo service providers

02

Client open notifications to gauge interest and time follow-ups

03

A simple client approval step that does not require e-signature logins

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.

No credit card required • Build your first proposal in minutes

Freelancer Proposal FAQ

  1. Is there a free tier for freelancers?
    Yes. Create your free workspace and build your first client-ready proposal in minutes.
  2. Can I secure my proposal link?
    Yes. Access can be controlled with passwords and link expiration features.
  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.