PandaDoc From $19/mo · Free plan 9.4 Visit ProposalDoc
proposaldoc.com
Spec sheet
- Purpose
- ProposalDoc helps web design agencies create branded proposals, define scope, and get client approval before kickoff.Read 9 Oct 2026 · proposaldoc.com
- Intended users
- The product is described as built for web design agencies, creative studios, freelancers, and consultants selling scoped services.Read 9 Oct 2026 · proposaldoc.com
- Free plan
- YesRead 20 Sep 2026 · proposaldoc.com
- 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.Read 9 Oct 2026 · proposaldoc.com
- Security
- The security page says ProposalDoc uses HTTPS/TLS in transit and encryption at rest where supported by its infrastructure and vendors.Read 9 Oct 2026 · proposaldoc.com
- Support
- The Founding Agency Pilot includes hands-on support sending the customer's first real client proposal.Read 9 Oct 2026 · proposaldoc.com
- Analytics and reporting
- YesRead 20 Sep 2026 · proposaldoc.com
- Approval record
- Approved proposals can be converted to locked SOW documents, with revisions locked to record scope terms, pricing, and dates.Read 9 Oct 2026 · proposaldoc.com
- Authentication
- ProposalDoc supports email/password, email magic links, and third-party sign-in such as Google Sign-In.Read 9 Oct 2026 · proposaldoc.com
- Built-in e-signatures
- NoRead 20 Sep 2026 · proposaldoc.com
- Client activity tracking
- YesRead 20 Sep 2026 · proposaldoc.com
- Client portal
- Clients can review proposals through a web link without an account, with password and expiry controls available when enabled.Read 9 Oct 2026 · proposaldoc.com
- CRM integrations
- YesRead 20 Sep 2026 · proposaldoc.com
- Custom branding
- YesRead 20 Sep 2026 · proposaldoc.com
- E-signatures
- ProposalDoc says its approvals are for scope alignment and client confirmation and are not a replacement for legally binding e-signature software.Read 9 Oct 2026 · proposaldoc.com
- Included team seats
- 3Read 20 Sep 2026 · proposaldoc.com
- PDF export
- Proposals and statements of work can be exported as print-ready PDFs.Read 9 Oct 2026 · proposaldoc.com
- SOW builder
- The SOW builder structures deliverables, task scopes, timelines, pricing blocks, and project exclusions.Read 9 Oct 2026 · proposaldoc.com
- Tracking
- When tracking is enabled, ProposalDoc records activity signals such as opens; tracking is optional.Read 9 Oct 2026 · proposaldoc.com
- Visual editor
- The visual builder arranges proposal layouts, text, and pricing columns in a grid and supports reusable blocks.Read 9 Oct 2026 · proposaldoc.com
Plans and prices
Free Demo & Workspace Free 1 active proposal portal · Basic scoping SOW templates · Standard SOW sections & rules · ProposalDoc watermarked PDFs · Unlimited archived drafts Read 9 Oct 2026 · proposaldoc.com
Founding Agency Pilot $149 a month total 1 existing proposal or SOW migration · 3 months of Studio workspace Read 20 Sep 2026 · proposaldoc.com
Agency Pro $89 a month / mo 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 $149, paid once 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 Read 9 Oct 2026 · proposaldoc.com
Where Specifiction places it
- Proposal Software#36 of 1348.2
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