Layouts optimized for visual storytelling, timelines, and deliverables
Set your agency's brand colors and typography settings once
Save and customize sections to create repeatable sales workflows
Creative Agency Proposal & Pitch Architecture
1. Custom Brand Kit Integration
Apply your studio's exact color schemes, custom typography, and logo branding to every proposal automatically.
2. Reusable Content Modules
Save team bios, case studies, scope blocks, and terms into a reusable library to draft proposals in minutes.
3. Interactive Pricing Tables
Present milestone payments, hourly retainers, or tier options in a clean grid clients easily understand.
4. Client Web Portal Delivery
Ditch heavy email attachments. Deliver proposals via secure, high-speed web links that track viewer activity.
Ready to turn your proposal into a reusable system?
Get your existing proposal converted into a branded template, structure clear SOW scopes, and send your next proposal in under an hour.
Or, create a free workspace to build one yourself.
Start with a scope-safe template • Convert your SOW in 24 hours
Agency Templates FAQ
- Can I save my own custom templates?Yes. Build any proposal layout, save it to your workspace templates, and reuse it across multiple client pitches.
- Are templates mobile-responsive?Yes. Every proposal portal page is optimized to render beautifully on mobile devices and desktop screens.
- 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.