Brand kit settings to ensure every document looks custom-built
Reusable sections to scale proposal drafting for pitches
Timeline and pricing summaries that eliminate scope confusion
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.
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Creative Agency Proposal FAQ
- Is my client document data private?Yes. Documents are secure and access is protected. You control who can view and approve the client-facing link.
- Can we use this for ongoing retainers?Yes. Design recurring monthly tasks and billing parameters in a clear, reusable layout template.
- 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.