Benefits Of Taffy Tree

Project and Proposal Management

Seamlessly create documents, themes, and spreadsheets while effortlessly managing your file uploads. Gain control over your files for superior data management that enhances your overall experience!


Milestones Maximized

Milestones are integrated into the project proposal from the beginning, ensuring that the project's progress is consistently aligned with the overall timeline.

Now you have clear and cohesive progress, allowing for timely adjustments and efficient decision-making.

  • Create ultra-fast timelines
  • Plan your work and timelines will auto-build
  • Easily modify or change as needed


A New Way to Task

Create tasks and assign work at any stage during your proposal creation process.

When your contract and project is ready, everything will be automatically ready for the project work to begin.

  • Insanely fast task creation
  • Insert pre-made tasks with tags
  • Stay on top of your tasks at all times

Picture Perfect PDFs

With custom document creation, there is no limit to what you can design (or build).

Take the creation and design of your proposals to a whole new level with dynamic data and dynamic inserts.

  • Social media proofing documents
  • Make any document a presentation
  • Business card creation
  • Infinite possibilites

Files and Docs, Oh my

Upload, create or attach any documents and files you need to go along with the proposal.

Easily keep yourself organized with automatic connection of all client project related documents and files.

  • Upload files and documents
  • Create your own documents or bring your own
  • Easily filter and search documents


Reporting Refined

Easily find sales, project status and time tracking information throughout the platform.

More options for custom reporting, exporting and filtering are currently in progress. Follow our blog for new product announcements and feature additions.


Handle Client Changes With Ease

Revisions allow for seamless adjustment of an existing contract, whether it's a minor tweak or a major overhaul. This includes changes to pricing, new project additions, and modified deliverables.

  • Revise contract as needed
  • Update pricing and deliverables
  • Add new project requirements

Project History

Keep track of all updates and modifications to the project throughout the duration of the contract.

With clear and organized revisions, it's easy to stay up-to-date on the progress of the projec and how the project has evolved over time.

  • Track project updates
  • Organized revision tracking
  • Review project evolution

Statement of Work

SOW Tools

Define project details in your proposals and contracts by using statement of work sections.

You can even pre-build statements that apply your services and automate the scope of work creation in your proposals.

  • Outline project details in proposals and contracts with SOW sections
  • Pre-build statements for streamlined proposal creation
  • Automate SOW creation in proposals


In your statements, you can specify any number of client contacts and assign roles or responsibilities as needed.

This can include defining who is responsible for specific tasks, identifying the parties involved in the contract, or any other relevant information.


Deliverables provide a clear outline of what the client can expect to receive from the project. You can include as much detail as desired, or just cover the essential points.

Project Timeline

Gone are the days of manually creating timelines. With Taffy Tree, you can easily add dates to your tasks and a complete timeline for the statement of work will be generated automatically.

Flexible SOW Creation

Statements of work can be tailored to fit the needs of each project. If a certain section doesn't apply, it can be left out, and added back in if necessary.