Built for agenciesCreative, marketing, web, and consulting teams.
Move from proposal to SOW without losing momentum.
The handoff from sold to scoped is where deals stall. TeamlyApp helps agencies move from proposal tracking into a clean statement of work workflow so the project can start with less friction.
- Track proposal engagement before the handoff
- Use approval to confirm the next step cleanly
- Move accepted work into a statement of work flow
- Export PDFs for ops, billing, and archives
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
Why agencies need a proposal-to-SOW workflow
Winning the work is only half the job. The next step needs structure too.
Keep context
Carry momentum from proposal review into scope confirmation.
Reduce scope drift
Turn agreed direction into a clearer statement of work.
Speed up kickoff
Avoid delays between verbal yes and delivery-ready scope.
Portable records
Export PDFs anytime for internal and client records.
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 to SOW workflow FAQ
Why separate the proposal from the statement of work?
A proposal helps sell the work. A statement of work clarifies what will be delivered. TeamlyApp helps agencies move from one to the other without losing momentum.
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.