Lightweight review-to-approval decision interface for clients
Maintain visible records of sent, viewed, and approved states
Export approved proposals and scopes as PDF copies
Lightweight Proposal & Scope Approval Flow
1. One-Click Client Acceptance
Clients review and accept proposals directly inside a branded web link without complex logins or app installs.
2. Seamless Proposal to SOW Transition
Convert approved proposals directly into locked statement of work (SOW) documents ready for project kickoff.
3. Version Control & Audit Trail
Lock document revisions upon approval to maintain a record of exact scope terms, pricing, and dates.
4. Export-First PDF Record
Both agency and client can download an official PDF archive of the approved document for billing and legal records.
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
Client Approvals FAQ
- Is this the same as legal e-signing?No. ProposalDoc captures client approval decisions for scopes and proposals. It is not designed for legally binding contract execution.
- 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.