Professional services firms sell trust before they sell hours. A sharp company profile, a clear proposal, an NDA before the brief, a service agreement with scope and payment milestones, and clean monthly invoices — that is the entire commercial stack for most consultancies and agencies.
Polished company profiles that win tenders.
Open generatorLong-form proposals that win business.
Open generatorMutual and one-way non-disclosure agreements.
Open generatorService contracts between providers and clients.
Open generatorVAT-ready tax invoices, downloadable as PDF.
Open generatorSend polished quotations to clients in under a minute.
Open generatorCapture attendees, decisions and action items in a clean PDF.
Open generatorProfessional meeting agendas for boards, teams, projects and clients.
Open generatorIn the GCC, tender committees and corporate procurement teams routinely request a company profile PDF before any commercial discussion. A multi-page, well-designed profile with licence details, team credentials, sector experience and contactable references converts far better than a slide deck exported to PDF. DocMak's Company Profile Maker builds it from designer templates and keeps your branding consistent across every other document you send.
Use a proposal when the client is buying an approach and needs persuading; use a quotation when the scope is already agreed and only price and terms remain. Many firms send a proposal first and a quotation as the commercial annex.
Whatever the service agreement says. If IP transfer is silent, disputes follow. Set out transfer on full payment, plus your right to showcase the work, in the agreement.
