ProposalDoc
Proposal Software for Creative & Web Agencies

Professional agency proposal and SOW templates.

Start scoping in seconds. Our cohesive templates give you layout frameworks for branding services, web design projects, retainers, and consulting agreements.

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Layouts configured for goals, deliverables, timelines, and prices

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Apply your workspace branding styles and colors easily

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Save customized templates to build proposals faster

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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No credit card required • Build your first proposal in minutes

Templates FAQ

  1. Can I save custom proposal templates?
    Yes. Save any structured document as a template in your workspace to reuse it for future client projects.
  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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