Enables clients to submit approvals on proposal parameters with a click
Keeps project status visible: drafts, sent, viewed, and approved
Provides transparent confirmation records without signing complexity
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.
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Proposal Approval Tool FAQ
- Can my client print or save their approval?Yes. The client portal allows downloading a PDF copy of the document showing final parameters and details.
- Is this e-signing software?No. ProposalDoc is built for project scope approvals and next-step alignment. It does not provide 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.