ProposalDoc
Proposal Software for Creative & Web Agencies

Proposal tracking software that helps you follow up smarter.

Stop guessing. See when a client opens your proposal link, returns to pricing details, or forwards it to internal decision-makers.

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Live activity feed showing first opens and repeat views

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Per-viewer tracking to locate engaged stakeholders

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Follow up with client-context timing instead of random check-ins

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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No credit card required • Build your first proposal in minutes

Proposal Tracking FAQ

  1. How does open tracking work?
    When clients open their secure portal link, ProposalDoc registers the view activity and lists it in your dashboard timeline.
  2. Can I disable tracking if needed?
    Yes. You have full control over document sharing options in your workspace settings.
  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.
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