ProposalDoc
Proposal Software for Creative & Web Agencies

Move from proposal to SOW without losing momentum.

The handoff from sold to scoped is where deals stall. ProposalDoc helps agencies move from proposal tracking into a clean statement of work workflow so the project can start with less friction.

01

Track proposal engagement before the handoff

02

Use approval to confirm the next step cleanly

03

Move accepted work into a statement of work flow

04

Export PDFs for ops, billing, and archives

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 to SOW workflow FAQ

  1. Why separate the proposal from the statement of work?
    A proposal helps sell the work. A statement of work clarifies what will be delivered. ProposalDoc helps agencies move from one to the other without losing momentum.
  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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