ProposalDoc
Proposal Software for Creative & Web Agencies

Retainer proposal templates that define ongoing work.

Secure recurring revenue. Create retainer proposals explaining monthly hours, client support parameters, task bounds, and renewal steps.

01

Define monthly retainer hours, included services, response times, and carryover rules

02

Detail monthly support parameters and hour boundaries to protect your recurring revenue

03

Outline reporting cadence, billing cycles, cancellation notice terms, and renewal intervals

Monthly Retainer Agreement Framework

1. Allocated Monthly Hours

Specify hours allocated for theme updates, bug fixes, custom banner design, or copy changes.

2. Carryover Hours Rule

Establish whether unused monthly hours expire, carry over (capped at 5 hours), or require renegotiation.

3. SLA Response Times

Set clear communication response SLA targets (e.g. 24 hours for normal requests, 4 hours for critical server downtime).

4. Monthly Reporting Cadence

Outline how updates are shared (e.g. standard monthly analytics reports via email or 15-minute sync calls).

5. Retainer Exclusions

Clarify that major new feature releases, full branding cycles, or page migrations are out of scope.

6. Renewal & Cancellation Terms

Establish terms: automatic renewal, billing date, and cancellation notice requirement (e.g. 30 days prior).

Ready to present scopes that clients understand?

Build branded proposals, define scope parameters, and capture clear client approvals.

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Retainer Proposal FAQ

  1. How do I reuse a retainer template?
    Save the document as a template in your workspace and reuse the structure for new client proposals in seconds.
  2. Can I export retainer scopes?
    Yes. Retainer proposals can be exported as polished PDFs for client and internal archives.
  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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