Proposal Software for Agencies
Send branded proposals that get signed, not studied. Reusable service sections, e-signature acceptance, and a deposit invoice the moment the client says yes — connected to the CRM deal it came from.
The proposal is the agency's first deliverable
Prospects judge an agency's work before they hire it. The proposal is the sample.
A document rebuilt from last quarter's pitch deck, with another client's name half-scrubbed from page six, loses deals that the strategy should have won. The fix is structural: a library of service sections — SEO retainer, paid media management, brand sprint — that drop into a branded template in minutes.
Agiled keeps that library next to your pipeline. The proposal generates from the deal record, so scope, pricing, and contact details fill themselves instead of being retyped.
From sent to signed to billed, without app-switching
Most proposal tools stop at the signature. Then the deal moves to an invoicing app, a PM tool, and a CRM — three chances to drop the handoff.
In Agiled, the accepted proposal triggers the rest: the deposit invoice sends, the project kicks off from a template, and the client lands in a portal under your brand.
Pricing tables support options and add-ons, so the client can pick the growth tier without a revised PDF. E-signature is built in — no per-envelope fees.
What to look for in agency proposal software
The category is crowded. These are the capabilities that separate tools agencies keep from tools they cancel:
- A reusable content library — service descriptions, case studies, team bios — so proposals assemble instead of being written from scratch.
- Branding control deep enough that the proposal looks like your studio made it, because for an agency that is the point.
- Optional line items and tiered pricing the client can select, turning the proposal into a configurator instead of a take-it-or-leave-it PDF.
- E-signature included at every tier, not metered per document.
- A connection to what happens after the win: deposit invoice, project kickoff, CRM record.
How Agiled compares to PandaDoc, Proposify, and Qwilr
The dedicated tools are good at documents. PandaDoc (from about $19-35/user/month) leads on document workflows and analytics. Proposify (from about $29-45/user/month) has the strongest template and approval controls for sales teams. Qwilr (from about $35/user/month) wins on web-native design.
All three charge per user and stop at the signed document. Your CRM, invoicing, and project kickoff live elsewhere.
Agiled's case is the whole loop at a flat price: proposals with e-signature, the CRM deal they belong to, the deposit invoice they trigger, and the project they become — free plan included. For an agency paying per-seat for a proposal tool on top of three other subscriptions, this is the consolidation.
FAQ
Common questions about proposal software for agencies
PandaDoc and Proposify lead the dedicated document category, Qwilr the design-first one. Agiled is the strongest all-in-one pick when proposals should connect to CRM, invoicing, and project kickoff in one flat-priced system. Our ranked guide to proposal software for agencies compares the full field.
Dedicated tools run about $19-45 per user per month (PandaDoc, Proposify, Qwilr), which compounds across an agency team. Agiled includes proposals with e-signature on its free plan, with flat-priced tiers covering CRM, invoicing, and projects as well.
Yes. Every proposal supports e-signature acceptance with no per-document fees. The signed proposal stays on the client's record alongside the contract, invoices, and project that follow it.
Yes. Pricing tables support optional line items and quantity choices, so a client can select the tier or add-ons they want and the accepted total flows into the deposit invoice automatically.
The acceptance is recorded on the CRM deal, a deposit invoice can go out immediately, and the project kicks off from a template — all inside Agiled. No re-entering scope into separate tools.
Yes. Start from templates, then save your own service sections, case studies, and pricing blocks as reusable content so the next proposal assembles in minutes.
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Try Agiled's proposal software free
Built for agencies — proposal software, CRM, projects, and billing in one platform. Free plan included.