Proposals are important because proposals are not just documentation for marketing agencies; they are the first impression marketing agencies can control and can mean the difference between a yes or a no from a client.

By 2025, marketing agencies and marketers are going to need tools that are not only professional and save time but bring in collaboration and an understanding of clients’ interactions with different proposals. Proposal software is now part of modern marketing workflows.

In this article we will review the seven best proposal software tools for marketing agencies.  This article will outline the tools and describe how each software solution can provide value for your agency and help you win more clients with less effort.

What is Proposal Software?

Proposal software is a digital tool that helps businesses – primarily marketing agencies – create, send, and manage professional proposals with ease. 

Proposal software streamlines the entire proposal process by providing ready-made templates, electronic signatures, and real-time tracking, eliminating the need for manual formatting and outdated documents. Proposal software enables agencies to achieve consistency and enhance the client experience while saving time. 

As agencies compete for market share in the rapidly growing content marketing industry, expected to reach $107 billion by 2026, proposal software provides them with a competitive edge by offering high-quality, data-driven proposals that help close deals quickly.

Why do Marketing Agencies Need Proposal Software?

Marketing agencies often manage multiple clients and run numerous SaaS marketing campaigns, all while meeting various deadlines. This leaves them little time for redundant tasks, such as creating proposals from scratch every time. Proposal software helps agencies reduce stress in the proposal process by automating tasks with templates. 

Agencies can maintain consistency and customize their proposals to their client while maintaining an attractive design. Proposal software can also offer extra features like e-signatures, data analytics, and integrations with CRM software, which can also help them shorten their sales cycles and convert clients. 

In today’s competitive market, where first impressions are everything, proposal software enables marketers to appear professional, save time, and focus on providing their clients with actionable strategies, rather than getting bogged down in paperwork.

  • Opposite view:
Proposal software is not without its faults: Templates may appear very generic resulting in a standard proposal, and some software subscriptions can hurt small agencies’ operating budgets. In many instances developing a custom proposal which stands out more can help to form a stronger relationship with your client rather than use an automated proposal software.

Best Proposal Software for Marketing Agencies

Bonsai

Bonsai is one of the leading proposal software solutions for marketing agencies that are serious about winning more clients and closing deals faster. Bonsai provides customizable proposal templates with e-signatures and automated workflows that take valuable time out of the proposal process while presenting a professional format to clients. 

Just like Bonsai’s proposal templates help marketing agencies clearly present their services, pricing, and project timelines in a presentation format, Bonsai helps to build trust with clients. Bonsai’s pricing starts at $25 per month, making it affordable for anyone. It is a comprehensive, albeit powerful solution for agencies of all sizes. 

In addition to proposals, Bonsai offers contract management, invoicing, and a built-in CRM, enabling marketing teams to manage the entire client acquisition journey from a single platform. With Bonsai, agencies cannot only create proposals that stand out but also manage their entire marketing operations to drive consistent growth.

Source: Bonsai

HoneyBook

HoneyBook is a highly-regarded proposal software for marketing agencies that need an all-in-one solution for client management. It empowers agencies to create visually appealing proposals, integrate contracts, collect e-signatures, and utilize bundled invoicing and payments, enabling them to seamlessly transition from proposal to project execution without switching tools.

With pricing starting at $16/month (when billed annually), HoneyBook is a cost-effective option for growing agencies. Additionally, HoneyBook’s automation tools, such as reminders, follow-ups, and workflows, enable agencies to save time while maintaining a professional client journey. 

If you’re a marketing team looking to eliminate the hassle of proposals and client onboarding, HoneyBook offers functionality and value.

Source: HoneyBook

Qwilr

Qwilr is engineered to be impressive, converting vanilla proposals to interactive, online pages that feel more like an experience than standard, boring documents. Marketing agencies can share portfolios, insert videos, and show pricing in a way that engages clients and maximizes approval rates. 

Prices start at $35 per month but are competitive on features for agencies wanting to differentiate themselves. The pricing includes built-in analytics, e-signatures, and integrations with HubSpot and Salesforce, making it easier for agencies to convince their clients to consider Qwilr’s proposals while keeping the process going professionally. 

For teams looking to create with great efficiency while still providing their clients a sense of creativity, Qwilr would be a good option.

Source: Qwilr

Proposify

Proposify is great for agencies managing multiple clients and projects. Proposify can help agencies create, send, and track professional proposals. Proposify offers a library of customizable templates for marketing services, including interactive pricing tables that allow clients to select packages and/or add-ons directly within the proposal. 

The real-time tracking feature enables users to track a client’s actions, including opening, viewing, and signing a proposal. Seeing this in real-time gives agencies the information they need to close faster. Pricing starts at $49 per user per month, which makes Proposify a value for growing agencies. 

Proposify also provides collaboration capabilities so that teams can collaborate on various proposals, maintain brand consistency, and reduce document errors. Proposify’s analytics and integrations with CRMs enable marketing agencies to leverage proposals as a highly effective sales tool, converting them into clients.

Source: Proposify

PandaDoc

Designed to speed up and provide efficiency, PandaDoc allows marketing agencies to create stylish proposals that a client can instantly sign or approve. The drag-and-drop proposal editor, pre-loaded templates, and library of content help agencies save time while maintaining a consistent brand presence in proposals. 

Other interactive features, like dynamic pricing tables and multimedia embedding, make the proposal more enjoyable for the client. Pricing begins at $19 per user per month, which is affordable to nearly every agency level. 

PandaDoc offers additional advanced features, including workflow automation, real-time notifications, and integrations with HubSpot, Salesforce, and Zapier. If a marketing agency is looking to streamline the proposal process and still keep it professional and scalable, PandaDoc provides affordability and usability.

Source: PandaDoc

Expert tip

PandaDoc makes them different for agencies with over 1,000 templates and marketing-specific options. Interactive pricing tables let prospects see precisely what they’re getting.

Manuela Leticia

Better Proposals

Better Proposals allows marketing agencies to create modern, web-based proposals that look good, feel good, and convert clients. With customizable templates featuring marketing agency branding, built-in e-signatures, and mobile-friendly designs, marketing agencies can deliver professional and visually appealing proposals to their clients. 

Most importantly, marketing agencies have access to real-time analytics to see when a client opens or interacts with a proposal, giving them the chance to follow up at the ideal time.  Pricing starts at $19 per user per month, so Better Proposals is a great budget choice for smaller and mid-sized marketing agencies. 

Better Proposals also integrates with many of the most popular CRM tools and payment platforms, which can streamline the process from proposal to closing a deal. For marketing agencies looking to close deals faster and in style, Better Proposals offers a straightforward yet powerful solution to help them achieve their goals.

Source: Better Proposals

  • Important:
Always customize the proposals with the client’s brand colors, goals, and pain points. Customization not only appears professional, but it will also improve your chances of winning the deal.

Bidsketch

Bidsketch is built to help marketing agencies deliver proposals quickly and close deals on prospects faster. Bidsketch’s reusable proposal templates help marketing agencies eliminate repetitive busy work while allowing agencies to tailor content for each client. 

They also provide contracts with e-signatures and automated approval processes, enabling prospects to review and approve new proposals without delay. To start, Bidsketch plans start at $29/month, which is at the right threshold between cheap and feature-rich. 

Another smart feature of Bidsketch is the proposal analytics, which informs marketing agencies when a prospect has opened or engaged with documents, enabling marketing teams to follow up in a relevant way. For marketing teams seeking a simple, time-saving tool, Bidsketch is a solid option to consider.

Source: Bidsketch

Conclusion

Proposal software has moved from convenience to competitive advantage for most marketing agencies. The correct tool can help save time, maintain brand integrity, and enable faster closure of deals through automation and client-relevant features. 

While each of the seven tools mentioned above places an emphasis on certain features, whether cost, aesthetics, or advanced integrations, they all provide powerful solutions for different types of agencies. The right proposal software means more time spent on strategy and client development versus wasted time on paperwork. 

Frequently Asked Questions

Proposal software is a tool for business, allowing them to create and manage professional proposals efficiently. Proposal software typically includes templates, e-signatures, and tracking to streamline each proposal project. 

Proposal software can save time for owners and employees by eliminating unnecessary repetitive work. Agency owners can ensure deals are closed quicker and maintain a consistent brand image. 

Most proposal software platforms average between $16 and $49 per user, per month, depending on the size of the organization and scale of features. 

Absolutely! Most proposal software platforms integrate with other tools such as CRMs, payment systems and project management applications – this helps the agency flow cohesively without moving from system to system. 

HoneyBook, PandaDoc, and Better Proposals are all affordable yet offer quality features, without the price tag of more sophisticated platforms.