ProposalDoc
The facts below are what the maker publishes about ProposalDoc, checked and dated. Our editors have not written about it yet.
Plans and prices
From ProposalDoc's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Free Demo & Workspace | Free | 1 active proposal portal · Basic scoping SOW templates · Standard SOW sections & rules · ProposalDoc watermarked PDFs · Unlimited archived drafts |
| Agency Pro | $89 a month | 25 active proposal portals · 3 team member seats included · HubSpot & CRM 1-click deal sync · Custom CNAME domain routing · / mo |
| Founding Agency Pilot | $149, paid once | 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 · total |
The facts
Each one read from ProposalDoc's own pages, with the date it was checked.
What it does
- Analytics and reporting
- Yeschecked 20 Sep 2026
- Authentication
- ProposalDoc supports email/password, email magic links, and third-party sign-in such as Google Sign-In.checked 9 Oct 2026
- Built-in e-signatures
- Nochecked 20 Sep 2026
- Client activity tracking
- Yeschecked 20 Sep 2026
- Client portal
- Clients can review proposals through a web link without an account, with password and expiry controls available when enabled.checked 9 Oct 2026
- CRM integrations
- Yeschecked 20 Sep 2026
- Custom branding
- Yeschecked 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.checked 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.checked 9 Oct 2026
- Intended users
- The product is described as built for web design agencies, creative studios, freelancers, and consultants selling scoped services.checked 9 Oct 2026
- PDF export
- Proposals and statements of work can be exported as print-ready PDFs.checked 9 Oct 2026
- Purpose
- ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff.checked 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.checked 9 Oct 2026
- SOW builder
- The SOW builder structures deliverables, task scopes, timelines, pricing blocks, and project exclusions.checked 9 Oct 2026
- Support
- The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal.checked 9 Oct 2026
- Tracking
- When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional.checked 9 Oct 2026
- Visual editor
- The visual builder arranges proposal layouts, text, and pricing columns in a grid and supports reusable blocks.checked 9 Oct 2026
Where it runs
- Approval record
- Approved proposals can be converted to locked SOW documents, with revisions locked to record scope terms, pricing, and dates.checked 9 Oct 2026
Money
- Free plan
- Yeschecked 20 Sep 2026
The company
- Included team seats
- 3checked 20 Sep 2026
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