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Fast template libraries and visual grids tailored for solo service providers
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Client open notifications to gauge interest and time follow-ups
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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
- Is there a free tier for freelancers?Yes. Create your free workspace and build your first client-ready proposal in minutes.
- Can I secure my proposal link?Yes. Access can be controlled with passwords and link expiration features.
- 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.