Proposal software for agencies
Proposal software that connects directly to delivery.
Create proposals with pricing options, client comments, approvals, payment milestones, and one-click project creation — inside the same workspace as your CRM and client portal.
What's inside
Everything a signed proposal actually needs.
Pricing options
Offer Good / Better / Best packages and let the client choose inline.
Comments & approvals
Threaded comments per section and a clean approve/reject flow.
E-signature
Client signs online — no printing, no DocuSign subscription needed.
Payment milestones
Attach deposits, milestone invoices, and retainer terms to the proposal.
One-click to project
Approved proposals convert into projects with milestones and tasks.
Branded portal
The client sees the proposal, project, and payments in one place.
Proposal software FAQ
A tool that lets agencies draft, share, review, and get approval on client proposals online — with pricing options, comments, e-signature, and payment milestones.
30-day Growth trial · No credit card
Send proposals your clients love to approve.
Start your 30-day Growth trial and connect proposals to projects, payments, and the client portal.