ProposalDoc
Proposal Software for Creative & Web Agencies

An SOW builder built to align agency teams and clients.

Say goodbye to scattered files. Build structured statements of work that define exact deliverables, boundaries, and client responsibilities before kickoff.

01

Establish consistent scorable deliverables across all client projects

02

Clearly detail exclusions, third-party bounds, and delivery timelines

03

Collect client approvals and keep work history organized in one workspace

Agency Web Design Proposal Structure

1. Discovery & Strategy

Map out discovery workshops, competitive analysis, and sitemap layout approval before high-fidelity design work.

2. UI/UX Design Phase

Outline Figma components delivery, responsive layouts (mobile, tablet, desktop), and style guide setups.

3. Coding & CMS Integration

Detail CSS assembly, custom code libraries, animations, search integrations, and CMS dashboard setup.

4. Testing & QA Benchmarks

Detail load speed optimizations, mobile responsiveness audits, contact form submissions verification, and page redirects checks.

5. Deployment & Launch Checklist

Define the launch window checklist, domain record propagation steps, and post-launch verification.

6. Investment & Timeline

Structure payments (e.g. 50% deposit, 25% design approval, 25% launch) and explicit scope exclusions.

Ready to present scopes that clients understand?

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

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Agency SOW Builder FAQ

  1. How does ProposalDoc prevent scope creep?
    By providing structured blocks for deliverables, milestones, and exclusions, ensuring clients know exactly what is included (and excluded) from scope.
  2. Is authentication required?
    Google Sign-In or email credentials secure your workspace dashboard and documents.
  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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