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On the recordRead 9 Oct 202620 facts
ProposalDoc
Plans and prices
Free Demo & Workspace
Free
1 active proposal portal · Basic scoping SOW templates · Standard SOW sections & rules · ProposalDoc watermarked PDFs
Read 9 Oct 2026 · proposaldoc.com
Agency Pro
$89a month
25 active proposal portals · 3 team member seats included · HubSpot & CRM 1-click deal sync · Custom CNAME domain routing
Read 9 Oct 2026 · proposaldoc.com
Founding Agency Pilot
$149one-time
Migration of one existing proposal or SOW · Workspace brand kit and custom styles setup · One reusable web-design proposal template · Three months of Studio workspace included
Read 9 Oct 2026 · proposaldoc.com
On the record
- Analytics and reporting
- Yesproposaldoc.com · read 20 Sep 2026
- Approval record
- Approved proposals can be converted to locked SOW documents, with revisions locked to record scope terms, pricing, and dates.proposaldoc.com · read 9 Oct 2026
- Authentication
- ProposalDoc supports email/password, email magic links, and third-party sign-in such as Google Sign-In.proposaldoc.com · read 9 Oct 2026
- Client portal
- Clients can review proposals through a web link without an account, with password and expiry controls available when enabled.proposaldoc.com · read 9 Oct 2026
- Client activity tracking
- Yesproposaldoc.com · read 20 Sep 2026
- CRM integrations
- Yesproposaldoc.com · read 20 Sep 2026
- Custom branding
- Yesproposaldoc.com · read 20 Sep 2026
- Built-in e-signatures
- Noproposaldoc.com · read 20 Sep 2026
- E-signatures
- ProposalDoc says its approvals are for scope alignment and client confirmation and are not a replacement for legally binding e-signature software.proposaldoc.com · read 9 Oct 2026
- Integrations
- The Agency Pro plan lists HubSpot and CRM one-click deal sync, while active CRM and invoicing integrations are listed as coming soon on the homepage.proposaldoc.com · read 9 Oct 2026
- Intended users
- The product is described as built for web design agencies, creative studios, freelancers, and consultants selling scoped services.proposaldoc.com · read 9 Oct 2026
- PDF export
- Proposals and statements of work can be exported as print-ready PDFs.proposaldoc.com · read 9 Oct 2026
- Purpose
- ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff.proposaldoc.com · read 9 Oct 2026
- Security
- The security page says ProposalDoc uses HTTPS/TLS in transit and encryption at rest where supported by its infrastructure and vendors.proposaldoc.com · read 9 Oct 2026
- SOW builder
- The SOW builder structures deliverables, task scopes, timelines, pricing blocks, and project exclusions.proposaldoc.com · read 9 Oct 2026
- Support
- The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal.proposaldoc.com · read 9 Oct 2026
- Included team seats
- 3proposaldoc.com · read 20 Sep 2026
- Tracking
- When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional.proposaldoc.com · read 9 Oct 2026
