ProposalDoc
Proposal Software for Creative & Web Agencies

Statements of Work (SOWs) with tracking, portal delivery, and approvals.

A SOW is where agency deals become delivery. ProposalDoc helps you draft a clean statement of work quickly, send it in a portal, track opens per viewer, and collect an approval to start the project.

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SOW templates + brand kit for consistent delivery

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Tracking signals for stakeholder alignment

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Portal delivery with password + expiry controls

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A clean step after a proposal is accepted

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 FAQ

  1. Is this a SOW template tool?
    ProposalDoc includes templates and a brand kit to help you create SOWs faster, plus portal delivery and tracking signals so you know when stakeholders open it.
  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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