Built for agenciesCreative, marketing, web, and consulting teams.
A proposal approval workflow that keeps momentum after the view.
Once stakeholders are engaged, approval should be simple. TeamlyApp gives agencies a clean workflow from proposal review to lightweight confirmation without losing the branded client experience.
- Send proposals through a branded client portal
- Track stakeholder activity before asking for approval
- Collect lightweight approvals to keep work moving
- Export PDFs anytime for records and handoffs
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
Where approval workflow matters most
A cleaner approval step helps agencies move from review into delivery with less friction.
Founder-led sales
Keep approvals simple without adding a heavy sales stack.
Client review cycles
Use engagement signals before asking for the final go-ahead.
Agency ops
Create a cleaner handoff from proposal to delivery.
Project kickoffs
Reduce back-and-forth before moving into SOW and start dates.
Tip for higher close rates
Use tracking signals to follow up with context instead of sending another generic “just checking in” email.
Built for agency new business
Send proposals fast, keep delivery polished, and follow up using real buyer signals.
Looks premium by default
Templates + brand kit help your proposals and SOWs match how you present your agency.
Proposal-to-SOW handoff
Move accepted work into a cleaner approval and record-keeping flow without losing context.
Proposal approval workflow FAQ
How does proposal approval work in TeamlyApp?
TeamlyApp uses a lightweight approval flow designed for proposal and SOW handoffs. It helps agencies move work forward after review without forcing clients through a heavy process.
Do clients need an account to view?
No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
How do approvals work?
Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
Can I export a PDF for my records?
Yes. TeamlyApp is export-first: export PDFs anytime so your work is always portable.
Will this replace my CRM or project tool?
No. TeamlyApp is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.
Create your agency workspace
Start with proposal tracking, branded portals, templates, alerts, and team controls.