ProposalDoc

Free plan Web

What ProposalDoc is

ProposalDoc is a web workspace for agencies and independent professionals creating branded proposals and statements of work. Its SOW builder organizes deliverables, task scopes, timelines, pricing blocks, and exclusions. A grid-based visual editor arranges layouts, text, pricing columns, and reusable blocks. Clients can review proposals through a web link without an account, with password and expiry controls available when enabled. Optional tracking records activity such as opens. Approved proposals can become locked SOW documents preserving scope terms, pricing, dates, and revisions, and proposals can be exported as print-ready PDFs. ProposalDoc includes CRM integrations, custom branding, analytics, reporting, and three included team seats. A free plan allows one active proposal portal; Agency Pro costs $89 a month with 25 portals, three seats, HubSpot and one-click CRM sync, and custom CNAME routing. A 14-day trial is listed, while built-in e-signatures are not included.

Who it suits

It suits web design agencies, creative studios, freelancers, and consultants selling scoped services. Teams needing client portals, proposal tracking, SOW controls, and CRM connections may find its web workflow relevant.

What it does well

SOW builder structures project scope
Client review without an account
Optional activity tracking
Print-ready PDF export
Custom branding and analytics

What to know first

No built-in e-signatures
Free plan allows one active portal
CRM and invoicing integrations are partly coming soon
Paid plan starts at $89/mo

Plans

Plan	Billed and limits	Price
Free Demo & Workspace	1 active proposal portal · Basic scoping SOW templates · Standard SOW sections & rules · ProposalDoc watermarked PDFs · Unlimited archived drafts	Free
Agency Pro	/ mo · 25 active proposal portals · 3 team member seats included · HubSpot & CRM 1-click deal sync · Custom CNAME domain routing	$89 a month
Founding Agency Pilot	total · 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	$149, paid once

As proposaldoc.com lists them, read 9 Oct 2026. The maker's own page has the final word.

Verdict

ProposalDoc covers proposal creation, scope approval, client viewing, tracking, and locked SOW records in a web workspace. Its free and Agency Pro tiers differ mainly in active portals and included capabilities, while legal e-signatures require other software.

Facts from ProposalDoc's own pages

Analytics and reporting: Yes · proposaldoc.com, 20 Sept 2026
Approval record: Approved proposals can be converted to locked SOW documents, with revisions locked to record scope terms, pricing, and dates. · proposaldoc.com, 9 Oct 2026
Authentication: ProposalDoc supports email/password, email magic links, and third-party sign-in such as Google Sign-In. · proposaldoc.com, 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, 9 Oct 2026
Client activity tracking: Yes · proposaldoc.com, 20 Sept 2026
CRM integrations: Yes · proposaldoc.com, 20 Sept 2026
Custom branding: Yes · proposaldoc.com, 20 Sept 2026
Built-in e-signatures: No · proposaldoc.com, 20 Sept 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, 9 Oct 2026
Free plan: Yes · proposaldoc.com, 20 Sept 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, 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, 9 Oct 2026
PDF export: Proposals and statements of work can be exported as print-ready PDFs. · proposaldoc.com, 9 Oct 2026
Purpose: ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff. · proposaldoc.com, 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, 9 Oct 2026
SOW builder: The SOW builder structures deliverables, task scopes, timelines, pricing blocks, and project exclusions. · proposaldoc.com, 9 Oct 2026
Support: The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal. · proposaldoc.com, 9 Oct 2026
Included team seats: 3 · proposaldoc.com, 20 Sept 2026
Tracking: When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional. · proposaldoc.com, 9 Oct 2026
Visual editor: The visual builder arranges proposal layouts, text, and pricing columns in a grid and supports reusable blocks. · proposaldoc.com, 9 Oct 2026

Where ProposalDoc stands on Freedom251

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