Best Proposal Software for Agencies (2026)

Proposify is a purpose-built proposal tool popular with agencies. The template library is extensive, with industry-specific templates for marketing, web design, and consulting. The editor allows drag-and-drop customization of blocks, pricing tables, and content. Proposals are sent as beautiful, mobile-responsive pages that clients view in-browser.

Analytics are a standout feature: view counts, time spent per section, and scroll depth help you understand client engagement. E-signatures are integrated, and you can add payment capture for deposits. Proposify integrates with CRMs (Salesforce, HubSpot) and payment processors. The platform is focused on proposals—it doesn't include project management or client portals.

Pricing starts at $19/month for the Team plan. Higher plans unlock more templates, advanced analytics, and custom branding. Proposify excels for agencies that send many proposals and want best-in-class proposal UX and analytics. Pair it with your project management or agency platform for full workflow.

PandaDoc started as a document automation and e-signature platform and has expanded into proposals, quotes, and contracts. The template library is robust, and the editor supports proposals, quotes, and contracts in one workflow. E-signatures are a core strength—PandaDoc is used by many enterprises for compliance and audit trails.

Agencies use PandaDoc for proposals that require formal e-signature, and for contracts (MSAs, SOWs). The platform includes content library, approval workflows, and CRM integrations (Salesforce, HubSpot, Pipedrive). Analytics show document views and signing status. PandaDoc is more document-centric than proposal-centric—if you need heavy proposal analytics or interactive proposals, Proposify or Qwilr may suit better.

Pricing starts at $19/month. E-signatures, templates, and CRM integrations are included. Higher plans add workflow automation and more advanced features. PandaDoc is a solid choice for agencies that want strong e-signature and document automation alongside proposals.

Better Proposals emphasizes design—proposals look polished and professional out of the box. The template library includes modern, visually appealing layouts. Agencies can customize colors, fonts, and content to match their brand. Proposals are sent as web links; clients view, comment, and sign online.

E-signatures are included, and you can add payment links (Stripe, PayPal). Analytics show when proposals are opened and signed. The platform is straightforward—less complex than PandaDoc, more design-focused than basic tools. Better Proposals doesn't include CRM or project management; it's a focused proposal tool.

Pricing starts at $19/month. The interface is intuitive, and setup is quick. Creative agencies appreciate the aesthetic quality of proposals. For a dedicated proposal tool with strong design, Better Proposals is a solid choice.

Qwilr creates interactive, web-based proposals that feel like custom landing pages. Instead of static PDF-style documents, proposals are dynamic pages with embedded videos, calculators, and interactive pricing. This approach works well for agencies selling complex or custom services where clients want to explore options.

The platform includes templates, e-signatures, and analytics. The interactive nature differentiates Qwilr—clients can adjust quantities or options and see pricing update. Integrations include Salesforce and HubSpot. Qwilr is suited to agencies that want a high-touch, interactive proposal experience rather than a traditional document.

Pricing starts at $35/month. The learning curve is moderate. Qwilr suits agencies willing to invest in proposal design for a standout client experience. For simpler, document-style proposals, other tools may be more efficient.

Nusii offers proposal templates and a simple builder for freelancers and small agencies. Proposals include sections, pricing tables, and e-signature. The template library covers common services. Nusii tracks when proposals are viewed and signed, with basic analytics.

The platform is straightforward—no complex features, just proposals done well. Integrations include Zapier for connecting to CRMs. Nusii is affordable and easy to use. It doesn't include project management, invoicing, or client portals—pair with other tools for full agency workflow.

Pricing starts at $29/month. Nusii suits freelancers and small teams who want a dedicated proposal tool without complexity. For larger agencies needing advanced analytics or CRM integration, Proposify or PandaDoc may be better fits.

Bidsketch focuses on proposal creation and automation for agencies. The template system allows reusable sections and pricing. Proposals can be sent via link, and e-signatures are supported. Bidsketch offers automation for follow-ups and proposal workflows.

The platform includes a content library for reusable snippets. Analytics show open and conversion rates. Integrations include CRMs via Zapier. Bidsketch is a solid mid-tier proposal tool—more features than Nusii, less complex than PandaDoc.

Pricing starts at $29/month. Bidsketch suits agencies that want automation and a content library without enterprise pricing. The interface is clean and the learning curve is moderate.

Ignition (formerly Practice Ignition) targets professional services—agencies, accountants, consultants. It combines proposals, engagement letters, and recurring billing. Proposals can include scope, pricing, and terms; upon acceptance, clients are onboarded and recurring payments are set up.

The workflow is designed for retainers and subscriptions. E-signatures, payment capture, and client onboarding are integrated. Ignition excels for agencies with recurring revenue models. The platform is less design-flexible than Proposify but stronger for ongoing client billing.

Pricing starts at $49/month. Ignition suits agencies that want proposals tied to recurring billing and client onboarding. For one-off project proposals without retainer focus, other tools may be simpler.

HoneyBook is an all-in-one platform for creatives—proposals, contracts, invoicing, and client management in one place. Proposals include templates, customization, and e-signature. Upon acceptance, projects and invoices flow from the same platform.

The proposal builder is user-friendly with good templates. HoneyBook excels in workflow automation—custom workflows for onboarding, delivery, and follow-up. The platform is popular with photographers, designers, and event planners. For agencies, it may feel less agency-specific than AgencyPro or Proposify.

Pricing starts at $39/month. HoneyBook offers good value for solos and small creative teams. Larger agencies may find team collaboration and customization limits. Transaction fees apply to payments.

Bonsai provides proposals, contracts, invoicing, and time tracking for freelancers. Proposals are simple to create with templates. E-signatures and payment capture are included. The platform is streamlined for solo practitioners.

Bonsai is affordable and covers the basics. Proposals convert to contracts and invoices. The platform doesn't scale as well for teams—it's built for freelancers. For small agencies, Bonsai may feel limited in collaboration and customization.

Pricing starts at $21/month. Bonsai suits freelancers who want an affordable all-in-one. For agencies with multiple team members, consider AgencyPro, HoneyBook, or dedicated proposal tools.