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How to use the briefing & proposal generator

  1. 1

    Fill in the project details

    Add client, scope, deadlines and pricing. The more detail, the more complete the proposal.

  2. 2

    Generate the document

    The tool assembles a structured briefing and commercial proposal in seconds.

  3. 3

    Export to PDF

    Download a ready-to-send PDF — free and with no sign-up required.

Frequently asked questions

Is the briefing generator free?

Yes. You can create and export the briefing and proposal as a PDF for free, with no login.

Can I brand the proposal?

The public version outputs a standard document. For branded proposals, saved templates and trackable sending, use Business Studio.

Is the data I enter stored?

No. The document is generated in your browser and nothing is stored on our servers in the public version.

Briefing template for projects — Briefing for Marketing and Design

Create a professional requirements document for your projects. Our briefing generator helps agencies and freelancers formalize scope with clients, gather Marketing and Design information, and generate PDF for approval. Use as a reusable briefing template and avoid lost briefings in conversations.

Why use this tool

  • Ready briefing template — adapt for each project
  • Briefing for Marketing and Design projects in a few steps
  • Structured requirements document — objective, scope, deadline and budget
  • Generate PDF of the scope contract to send to the client
  • Shareable link for the client to fill in data — workflow integration

How to use

  1. Fill in your agency and client details
  2. Set project name, type (website, app, identity) and objective
  3. Describe features, deadline and budget in the requirements document
  4. Review in the final step and generate PDF or share the link for the client to complete

Frequently asked questions

Does the briefing work as a legal document?
The generated document works as a scope and project requirements contract. For binding legal purposes, consult a lawyer and use the PDF as an attachment to the formal contract.
Can I generate PDF in other languages?
The briefing content follows the interface language. Change the site language before filling in and generating the PDF to get the text in the desired language.