Built for creative, marketing, web, and consulting agencies
Proposal tracking and client portal for agencies.
TeamlyApp helps agencies send polished proposals in a branded client portal, see when buyers open and revisit them, follow up with better timing, and move approved work into a cleaner SOW handoff.
Branded proposal delivery•Viewer tracking and alerts•Approvals and export-ready records
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A better way to send proposals than email attachments
Give clients a polished portal experience while your team gets the engagement data, approval flow, and handoff records needed to close work faster.
Know when buyers are paying attention
Track opens, revisits, and viewer activity so follow-ups happen when a proposal has real momentum.
Deliver proposals in a branded client portal
Share proposals and SOWs in a cleaner experience than email attachments, with password, expiry, and approval controls.
Standardize proposal quality across the agency
Use templates, brand defaults, and reusable content so proposals look polished without slowing your team down.
Keep approvals and records organized
Collect lightweight approvals and export PDFs or logs for internal handoff, operations, and record keeping.
How agencies use TeamlyApp to win and hand off work
Create the proposal, send it in a branded portal, track buyer engagement, collect approval, and keep the handoff clean for the next stage of delivery.
1) Build the proposal
Create an on-brand proposal with reusable templates, content blocks, and a workspace your team can use again and again.
2) Send a branded portal link
Publish a professional client portal with access controls, a custom message, and any supporting files the deal needs.
3) Track engagement and follow up
See opens, timeline activity, and viewer signals so your team can spot interest and follow up while attention is high.
4) Approve and hand off cleanly
Capture a lightweight approval, move into SOW or delivery workflows, and export records your agency can keep.
Everything agencies need for proposal tracking and client delivery
TeamlyApp combines proposal creation, branded sharing, engagement visibility, approvals, and exports in one workflow built for client services teams.
Tracking and alerts
Open and activity timeline
Per-viewer engagement signals
View notifications and alerts
Follow-up timing cues
Tracking history by plan
Client portal delivery
Password protection
Expiry controls
Custom message on send
File attachments
Lightweight approval flow
Proposal and SOW templates
Browse and search templates
Categories and organization
Duplicate existing work
Save as reusable template
Import and export support
Proposal editor
Multi-page documents
Drag-and-drop content blocks
Shapes, images, graphics, and icons
Asset uploads
Fonts and custom fonts
Brand kit support
Undo, redo, and autosave
Version history
Comments and collaboration
Responsive editing experience
Exports
PDF export
PNG export
JPG export
Export limits by plan
Export-first ownership
Activity exports and logs
CSV exports by plan
Audit and event logs by plan
Exportable records for your archive
Useful for support and operations
Workspace and team controls
Team members
Roles
Permissions
Organization settings
Users limits by plan
Branding
Logo settings
Brand colors
Typography choices
Client-facing portal branding
Consistent template workflow
Follow-up alerts
Alerts when proposals are viewed
Reminder workflows
Signals when clients re-engage
Notification preferences
Transparent limits
Plans clearly outline limits for active portals, exports, storage, users, templates, share links, and tracking history so agencies can grow usage without surprise costs.
Security and trust for client-facing work
Proposals, SOWs, feature details, and client conversations deserve strong access controls, clear activity history, and exports your agency can keep.
Access controls
Workspace boundaries, roles, and permissions
Client portal password and expiry controls
Managed share links for client-facing docs
Auditable activity history
Audit and event logs by plan
Tracking timeline and history by plan
CSV exports for internal records
Export-first ownership
PDF, PNG, and JPG exports
Clear limits by plan
Portable records for your archive
Straightforward product claims
We keep product and plan claims specific. When limits or features change, the docs should reflect that clearly so agencies can evaluate TeamlyApp with confidence.
Docs and policies
Review the fundamentals: how TeamlyApp approaches security, privacy, and platform terms for agency teams and their client work.
Frequently asked questions about proposal tracking
What does proposal tracking mean in TeamlyApp?
It means your team can see when a client opens a proposal, track activity in a timeline, and review viewer-level engagement signals so follow-ups are based on real interest.
Who is TeamlyApp for?
TeamlyApp is built for creative, marketing, web, and consulting agencies that want a more professional way to send proposals and a clearer workflow after a client shows buying intent.
Why use TeamlyApp instead of emailing a PDF proposal?
A branded portal gives clients a cleaner viewing experience than an attachment, while your agency gets tracking, alerts, approvals, and records that are harder to manage over email alone.
Can TeamlyApp be used for SOWs as well as proposals?
Yes. Agencies can start with proposals and use the same workflow for statements of work, scope updates, and other client-facing documents that need a clean approval and handoff path.
Do clients need an account to view a proposal portal?
No. Clients can open a shared portal link without signing up, but they will need to enter a password if the sender set one on the portal for extra security.
Do I need an account to try the editor?
You can try the editor without an account. Create a workspace when you want to save documents and use portal delivery, tracking history, templates, branding, team features, and alerts.
How do approvals work?
Approvals are designed as a lightweight confirmation step so agencies can move proposals and SOWs forward without adding unnecessary friction to the buying process.
What counts as an active client portal?
A portal counts as active when it is published and accessible to a client. Archived portals do not count toward active portal limits.
Can I export and keep copies of my work?
Yes. TeamlyApp follows an export-first approach so agencies can export proposal files and, where available, keep CSV logs and activity records for their own archive.
Is TeamlyApp a good fit for small agencies?
Yes. Small agencies often need polished client delivery and better follow-up timing without adding a heavy enterprise workflow, which is exactly where proposal tracking and branded portals help most.
Start your agency workspace
Create proposals, send them in a branded portal, track buyer engagement, collect approvals, and keep export-ready records in one place.
Try the editor first.|Agency-friendly.