Proposal Software for Creative & Web Agencies

Visual proposal builder built for modern agency sales.

Ditch generic text templates. Use our visual canvas to design proposals that showcase your creative solution, details, and pricing structures.

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Visual grid builder to arrange layout, text, and pricing columns

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Brand kit configurations for color palettes and font styling

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Save reusable blocks to build subsequent proposals faster

Freelance & Consultant Proposal Execution

1. Fast 5-Minute Proposal Drafting

Build clean, client-ready proposals fast without complex design tools or clunky document processors.

2. Clear Scope Protection

Define exact project boundaries and deliverables upfront so clients know what is included.

3. Open Notifications

Get notified when clients view your link so you can follow up while your proposal is top of mind.

4. Direct Client Sign-Off

Allow clients to review and approve proposals online from desktop or mobile devices in one click.

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

Proposal Builder FAQ

  1. Can I save custom proposal templates?
    Yes. Save any structured document as a template to reuse it for future pitches.
  2. 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).
  3. How do approvals work?
    Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
  4. Can I export a PDF for my records?
    Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
  5. 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.