The proposal platform built for modern agencies.
ProposalDoc helps web, branding, and marketing agencies selling $5k–$50k custom projects follow up with better timing, protect their scope, and move deals toward kickoff from one client-friendly proposal portal.
14-day free agency trial · No credit card required
Tailored for Agency Workflows
Built for project-based agencies
Whether you design custom web applications, develop brand identities, or run creative marketing retainers, ProposalDoc fits how you pitch and close.
Web Design & Development Agencies
Website proposals involve technical bounds, staging milestones, and hosting responsibilities that static PDFs fail to communicate.
- Track when clients review pricing tiers and technology stacks
- Detail staging environments, browser support, and project exclusions
- Get clear scope approval before development kickoff begins
Branding & Identity Studios
Branding projects require strategic positioning and clear revision guardrails so creative work remains profitable.
- Spot when your pitch is forwarded to executive stakeholders and founders
- Define asset quantities, guideline depths, and feedback rounds explicitly
- Secure scope signoff so you can send your kickoff deposit invoice fast
Marketing & Creative Agencies
Retainer pitches and creative campaigns require clear deliverables and agile scope confirmation without legal bottlenecks.
- Track when decision-makers review campaign parameters and monthly hours
- Interactive proposals that reflect your agency’s high visual design standards
- Lightweight scope confirmation that eliminates DocuSign delays
End-To-End Deal Flow
The five stages of an agency proposal that closes
From sending the link to kicking off development, ProposalDoc keeps your agency in control.
Deliver an interactive proposal
Replace static PDF attachments with a responsive, branded client portal that looks stunning on phones and laptops.
Know when prospects are engaging
Receive real-time alerts when prospects open, revisit, or forward your proposal link to internal decision-makers.
Follow up with better timing
Eliminate awkward 'just checking in' emails. Reach out when your proposal is open in front of your buyer.
Get scope clearly approved
Capture lightweight client approval on deliverables, timelines, and budgets, generating a locked kickoff receipt.
Reuse proven templates
Turn winning proposals into repeatable agency templates that save hours on every new inbound pitch.
Agency Solutions FAQ
Why is ProposalDoc specifically designed for agencies?
Unlike generic e-signature tools or enterprise CPQ platforms, ProposalDoc is tailored for agencies selling custom $5k–$50k projects. It emphasizes real-time buyer engagement signals, interactive presentation, and clean scope protection to prevent scope creep.
Does ProposalDoc replace DocuSign or PandaDoc?
ProposalDoc replaces the need for heavyweight e-signature tools on project scoping and proposal sign-offs. Our lightweight approval flow confirms scope and budget instantly without requiring client accounts or complex digital signature legalities.
Can our agency use our custom branding and domains?
Yes. You can configure your agency logo, primary brand colors, typography styling, and custom sender settings so the proposal feels like an extension of your own website.
How does the $139 Agency Setup service work?
If your team is busy delivering client work, our concierge team will migrate an existing proposal or SOW, configure your brand kit, and prepare your workspace so you can send your first tracked proposal without touching a settings panel.
Stop sending proposals into a black hole.
Know when prospects review your scope, and get clear approvals before kickoff.
Create professional proposals, see when clients review them, and get clear scope approval before your next project begins.
Built for web, branding, and marketing agencies closing $5k–$50k projects.