01
Define deliverables, task scopes, timelines, and pricing blocks
02
Explicitly outline project exclusions to prevent scope drift
03
Capture client approvals on final scopes directly online
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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SOW Builder FAQ
- Does this SOW software support legal signatures?No. ProposalDoc is built for scoping, approval, and timeline alignment, not contract execution. We recommend using a dedicated e-signature tool for contracts.
- 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.