Track proposal engagement before the handoff
Use approval to confirm the next step cleanly
Move accepted work into a statement of work flow
Export PDFs for ops, billing, and archives
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
Proposal to SOW workflow FAQ
- Why separate the proposal from the statement of work?A proposal helps sell the work. A statement of work clarifies what will be delivered. ProposalDoc helps agencies move from one to the other without losing momentum.
- 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.