Proposal software for agencies
you write the content, we control the design
Last verified:
Visit Proposal software for agencies
What is Proposal software for agencies?
ProposalKit.io is proposal software built specifically for agencies and service businesses that need to write, share, track, sign, and export client proposals. It focuses on the proposal workflow itself rather than CRM, invoicing, payments, or project management. The tool lets users ditch PDF email attachments and instead send branded client links that open in the browser with the agency's logo and accent colors applied.
Key features include branded client links, proposal tracking and analytics showing who opened proposals and which sections held attention, in-page proposal acceptance with recorded signatures and timestamped trails, clean PDF export that maintains branding and layout, and AI editing assist for tightening paragraphs, fixing grammar, and rewriting with more confidence. The software includes structured templates with full structure and detailed example copy for each section including cover, overview, scope, pricing, and terms.
ProposalKit is designed for small-to-mid agencies, creative professionals, and service businesses across marketing, web design, software, branding, and photography. It serves users who need polished client-ready proposals without enterprise-level costs or requiring a designer on retainer. Clients can view and sign proposals without creating accounts, and proposals stay live forever even after trials end.
Proposal software for agencies pricing
Pricing model: Freemium
Two plans available after 14-day free trial. Starter: $15/month includes unlimited branded web proposals, all templates and industry presets, client acceptance with signature, PDF export and acceptance certificate, AI editing assist and brand customization, basic analytics (opened, viewed, accepted), and email support. Pro: $49/month includes everything in Starter plus per-section dwell time analytics, session drill-down and daily activity, priority support with 24hr response, and feature request priority. No credit card required for trial, proposals stay live even if trial ends.
Proposal software for agencies pros
- Branded client links instead of email attachments
- In-page signature acceptance without separate e-sign tool
- Per-section dwell time analytics on Pro plan
- No credit card required for 14-day free trial
- Proposals stay live for clients forever even after trial ends
- Clean PDF export with branding and layout intact
- AI editing assist that preserves your voice
- Templates include full structure and detailed example copy
- Clients don't need accounts to view or sign
- Basic analytics showing opened, viewed, accepted status
- Email support on Starter plan
- Priority support with 24hr response on Pro plan
- All templates and industry presets included
- Client acceptance certificate with PDF export
- Feature request priority on Pro plan
Proposal software for agencies cons
- Not a heavy proposal management suite
- No team approvals workflow
- No sales governance features
- No CRM pipeline controls
- Doesn't handle invoicing or payments
- No project management capabilities
- AI doesn't write proposals automatically
- One-person product company with limited resources
Frequently asked questions about Proposal software for agencies
What happens after the 14-day free trial?
Nothing is ever auto-charged since they don't ask for your card upfront. If you want to keep going after the trial, you add a card and pick a plan: Starter at $15/month or Pro at $49/month. Do nothing and the trial just ends. Either way, proposals you've already shared stay live so clients can still view and accept them.
Do I have to write proposals from scratch?
Not at all. Every template comes with a full structure and detailed example copy for each section including cover, overview, scope, pricing, and terms. Keep what fits, rewrite what doesn't, and skip anything you don't need.
Does ProposalKit write proposals for me with AI?
Not automatically. Templates give you the full structure and thorough starter copy for every section so you're editing a working draft rather than staring at a blank page. AI Assist helps you polish what you've written. You decide the project details, the pricing, and the reasoning yourself since that's what wins you the work.
Is ProposalKit business proposal software?
Yes. ProposalKit is business proposal software for agencies and service businesses that need to write, share, track, sign, and export client proposals. It is focused on the proposal workflow itself, not CRM, invoicing, payments, or project management.
Is ProposalKit proposal management software?
Yes, in the focused sense: ProposalKit helps you manage the proposal from draft to client link, view tracking, in-page acceptance, and clean PDF export. It is not a heavy proposal management suite with team approvals, sales governance, or CRM pipeline controls.
Do my clients need an account to view proposals?
Nope. Clients get a simple web link and can review or sign without creating an account or downloading anything first.
What templates are available?
Proposal templates are available for agencies and service businesses across marketing, web design, software, branding, and photography. All templates and industry presets are included in both Starter and Pro plans.
Can clients download a PDF of the proposal?
Yes. Clients land on a branded web page with your cover, sections, and pricing with no PDF viewer required and no sign-in needed. A PDF is one click away if they want one, and the export maintains your logo, accent color, and layout intact.
What analytics do I get?
Starter includes basic analytics showing opened, viewed, and accepted status. Pro adds per-section dwell time analytics showing how long someone sat on each section, session drill-down, and daily activity so you know if the pricing page got read or skipped.
How does the signature work?
Clients approve on the page with a recorded signature and a timestamped trail. The signature sits inside the proposal itself so there's no printing, no scanning, and no DocuSign round-trip required. Client acceptance with signature is included in both plans.