01
Structure milestones, exclusions, and deliverables in minutes
02
Deliver scopes through a polished web-based client link
03
Track when clients review the SOW and collect their approval
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.
No credit card required • Build your first proposal in minutes
SOW Builder FAQ
- Is this fully automated SOW generation?ProposalDoc is a structured builder, not an AI black box. You retain full control over editing pricing, tasks, and scope parameters.
- Is my data private?Yes. Your proposals and workspace documents are secure. Authentication methods like Google Sign-In keep your dashboard protected.
- 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.