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AI Agency Proposal + SOW Template
Editable proposal doc with scope, milestones, pricing, and change-order tracking tied to the client record. Built for AI agency engagements — agent builds, automation setups, and ongoing retainers.
What's Included
- Proposal cover + executive summary section
- Scope of work with milestone table
- Pricing table (fixed-fee and retainer variants)
- Change order request template
- Acceptance block for client sign-off
How to Use This Template
- Clone the template for each new engagement
- Fill in client name, scope, and milestone dates from your discovery notes
- Use the pricing table variants for fixed-fee or retainer projects
- Send via SignWell for e-sign or export as PDF
- Archive signed copy to the client record in Systemly
Who This Is For
- •AI agencies sending 2-10 proposals per month
- •Automation consultants quoting fixed-fee + retainer packages
- •Solo operators who want a professional proposal without a custom doc every time
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Template FAQ
Does this replace a contract?
It includes an acceptance block but is not a legal contract. Pair with a formal services agreement for fully binding terms.
Can I generate this from Systemly?
Yes. Systemly can pre-fill proposal fields from your service catalog and CRM record, then route to SignWell for e-sign.