Agencies, consultants and trades
Put together a polished client proposal
Proposal, specifications and supporting files behind one branded cover.
How it works
- 1Client pack builderAgency
Pick the client profile and add sections — Proposal, Specifications, Supporting documents.
- 2Client pack builderAgency
Add each file, choose the pages you need, and build with a contents page and bookmarks.
- 3Protect PDFStarter
Optionally password-protect the proposal before sending.
Example
- What you start with
- A 6-page proposal, a specification sheet, two case studies and a price schedule.
- What you get
- One proposal PDF behind the client's branded cover, with a contents page and bookmarks — optionally password-protected.
Tips
- Starter's Document assembly also builds proposals with a cover, sections and bookmarks — Agency adds logos, contents pages and client profiles.
Questions
- Can readers jump between sections?
- Yes. Every section and document gets a bookmark, and the contents page lists page numbers.
