Digital Services Proposal Generator

Fills the MWS proposal template and creates it as a document in DocuSeal, ready for you to add signature/checkbox fields there. Internal tool, staff only.

Client
Proposal sections

Tick to leave a section out of the proposal and its table of contents, e.g. minor work that doesn't need the website process pages.

Executive Summary

Rich text shows how it will look in the PDF: select text and use the toolbar, or Ctrl/Cmd+B, I and U. Switch a box to Markdown to type marks like **bold** instead.

Overview / intro
Client's challenge
Proposed solution steps (one per line, each line becomes a numbered step)
Dates
Statement of Work (Deliverables)

Tick what's included for this project. The standard categories below come straight from the master template. Use "+ add" under any category for a one-off item (unique pages, CPTs, etc).

Additional sections

For work outside the website template (personal projects, video, print…). Each section gets its own Statement of Work page and timeline milestone; sections with no items are left out.

Project Costs
NameDescription (optional)Price
Total
Payment Plans

Shown to the client as a table; they pick one live in DocuSeal while signing (field added manually there).

Plan labelDue nowTotal
Timeline & Milestones
Milestones follow the Statement of Work, so a deliverable type with nothing ticked isn't listed. "Use default" shows every standard milestone with its usual window.
MilestoneDate / window
Master Services Agreement

Almost entirely static legal text. Only the client's name/company varies. Generates as a separate DocuSeal document.

For reference, from the proposal above (the MSA text itself doesn't include dates):