Comparison · For marketing agencies · 10 tools
Best proposal software for marketing agencies in 2026.
Nine tools a marketing agency might trial, plus ours. Not ranked, because we make one of them.
Who wrote this
ApeiroCraft publishes this page and makes one of the ten tools on it. So nothing is ranked, what each competitor is and when to choose it are quoted word for word from the comparison page it links to, and a section below lists where a competitor is the better buy for an agency. Some of these tools cost less than ours for a team of five, and the cards show which.
What is the best proposal software for a marketing agency?
For most agencies the deciding question is how the bill grows with the team. Per-seat tools such as PandaDoc, Proposify and Qwilr earn their price for a sales team that needs CRM integrations or section-level analytics. Flat-per-account tools such as Moxie, SuiteDash and ApeiroCraft charge per plan, so the bill moves in steps rather than with every hire. Then decide whether you need a white-label client portal.
This page is published by ApeiroCraft, which makes one of the ten tools listed. Nothing is ranked; tools are listed alphabetically, and every description of a competitor is quoted from the head-to-head comparison it links to.
What matters when an agency picks a proposal tool.
An agency's shortlist is decided by the team and the retainer, not by the editor. Four questions to answer before you trial anything.
How the bill grows with the team
Per-seat pricing multiplies with every account manager and strategist who needs to send. Flat-per-account pricing moves in steps. Work out the cost at next year's headcount.
Retainers as well as projects
Most agency revenue is monthly. Check what the tool does after month one is signed: whether later months are invoiced from the client record or retyped somewhere else.
Where the sales data has to live
If your pipeline is in Salesforce or HubSpot and the proposal has to connect to it, that narrows the list quickly. If it doesn't, don't pay for the integration.
Whose brand the client sees
Some agencies want proposals, invoices and a client portal under their own domain. That's a white-label feature, and only some tools sell it.
Nine tools a marketing agency might trial.
Alphabetical, not ranked. Each card says why the tool is here for an agency, then quotes its own comparison page on what it is and when to choose it.
ClickUp
a deep, highly configurable project management platform
- Why it’s on this list
- On agency shortlists for delivery, not for selling. If campaigns need dependencies, workload views and sprints, it can sit beside a proposal tool — it cannot replace one, as the cap below says.
- Choose it if
- You need real project management: dependencies, Gantt, workload views, sprints, portfolios.
- Price
- $12 per user/mo billed annually (Business) · $60/mo for five people
- Billing
- Per user
- The cap that bites
- No proposal builder, no e-signature, no invoicing at any tier
Prices checked August 2026
Hello Bonsai
the freelancer suite
- Why it’s on this list
- Fits an agency that bills client work by the hour and wants the timer and the invoice in one product. It is billed per user, so price it at the headcount you expect next year.
- Choose it if
- You bill hourly and need built-in time tracking tied to invoices.
- Price
- $15–$59 per user/mo, or $9–$49 per user/mo billed annually · $195/mo for five people
- Billing
- Per user
- The cap that bites
- Proposals, contracts and invoicing start at the $25 Essentials tier; Elite needs 3 users
Prices checked October 2026
Moxie
an all-in-one workspace for solo freelancers
- Why it’s on this list
- Fits a small agency that will stay at five people or fewer: the Teams tier holds five and no tier holds more. Flat pricing up to that ceiling, then a change of platform.
- Choose it if
- You're solo, budget is the deciding factor, and $12/month is the number that has to work.
- Price
- $12/mo Starter, $25 Pro, $40 Teams ($10/$20/$32 billed annually) · $40/mo for five people
- Billing
- Flat per account
- The cap that bites
- No tier holds more than five people — a sixth hire means changing platform
Prices checked October 2026
Nusii
focused proposal software for creative freelancers and agencies
- Why it’s on this list
- Fits an agency that wants proposals and nothing else. Its plans include a fixed number of users, and the CRM and invoicing stay in whatever you use today.
- Choose it if
- You want proposals and nothing else, and a tool that adds CRM or invoicing feels like clutter.
- Price
- $49/mo Agency (3 users); $129/mo Business (5 users) · $87/mo for five people
- Billing
- Per account, with a fixed number of users included
- The cap that bites
- Proposals only — no CRM, no invoicing
Prices checked July 2026
PandaDoc
document automation and e-signature
- Why it’s on this list
- Fits an agency whose sales process lives in Salesforce or HubSpot and needs the proposal to connect to it. Billed per seat, with approval workflows and integrations in the higher tiers.
- Choose it if
- You run a sales team living in Salesforce or HubSpot and need deep CRM integrations.
- Price
- $19 per seat/mo billed annually, $35 monthly (Starter); $49 / $65 Business · $95/mo for five people
- Billing
- Per seat
- The cap that bites
- Approval workflows and integrations sit in higher tiers
Prices checked October 2026
Plutio
all-in-one business management
- Why it’s on this list
- Fits an agency that wants clients to see its brand rather than the vendor's; white-labelling is an add-on. Check the entry plan's active-client cap against your retainer list.
- Choose it if
- You want to white-label the entire client experience under your own domain (Plutio sells this as an add-on).
- Price
- $19/mo Core, capped at 9 active clients; $49 Pro; $199 Max
- Billing
- Per account, tiered by client count
- The cap that bites
- 9 active clients on the entry plan; white-labelling is a $9/mo add-on on Core and Pro
Prices checked October 2026
Proposify
proposal design and tracking
- Why it’s on this list
- Fits an agency with a dedicated sales team that reviews win rates by template and section-level analytics. Billed per user, and every plan has a monthly send limit.
- Choose it if
- You have a dedicated sales team that lives in proposal metrics — win rates by template, section-level analytics.
- Price
- $49 per user/mo, or $39 billed annually (Build); $65 per user/mo billed annually (Grow) · $195/mo for five people
- Billing
- Per user, plus per-send overages
- The cap that bites
- Every plan has a monthly send limit; extra sends are charged per send
Prices checked October 2026
Qwilr
interactive web-page proposals for sales teams
- Why it’s on this list
- Fits an agency whose proposal is the pitch: embedded video, interactive quote builders, ROI calculators. Billed per user, with minimum user counts on the higher tiers.
- Choose it if
- The proposal itself is your pitch: embedded video, interactive quote builders, and ROI calculators are worth paying per seat for.
- Price
- $35 per user/mo billed annually, $49 monthly (Starter) · $175/mo for five people
- Billing
- Per user
- The cap that bites
- Growth ($55/user) needs 5 users and Scale ($75/user) needs 10, both annual-only
Prices checked October 2026
SuiteDash
an all-in-one, white-label client portal suite
- Why it’s on this list
- Fits an agency that wants a white-label client portal, with staff unlimited on every plan. Proposals are not on the entry plan, and automation and onboarding flows sit on the top one.
- Choose it if
- You want a white-label client portal and branded mobile app — ApeiroCraft has neither.
- Price
- $19/mo Start; proposals from $49/mo Thrive ($480 billed yearly) · $49/mo for five people
- Billing
- Flat per account, unlimited staff and clients
- The cap that bites
- Proposals start on Thrive; automation, onboarding flows, courses and support tickets need Pinnacle
Prices checked October 2026
And the one we make.
Listed last rather than first, for the obvious reason.
ApeiroCraft
proposals, e-signature, invoicing and CRM on one flat workspace price
- Choose it if
- You sell retainers and projects from a small team and don't want the bill to grow per seat. The monthly-retainer starter invoices the first month when the client signs; later months are raised from the same client record. Team members get Owner, Admin, Member or Viewer roles, and the Team plan holds 5 people across up to 7 workspaces.
- Price
- Free plan, then $19/mo Solo for 3 people · $79/mo Team for 5 · $149/mo Agency for 20
- The cap that bites
- No time tracking, no CRM integration with Salesforce or HubSpot, no client portal with logins, and nothing that connects to ad platforms or builds reports.
Where ApeiroCraft is the wrong answer for an agency.
If one of these is you, something else on this page is the better buy, and the line says which.
- Your pipeline lives in Salesforce or HubSpot and the proposal has to connect to it. PandaDoc and Qwilr integrate; ApeiroCraft does not.
- You want a white-label client portal under your own domain. SuiteDash is built around one and Plutio sells white-labelling as an add-on; ApeiroCraft has no client logins.
- You bill hours against the retainer and want the timer to feed the invoice. Bonsai has time tracking; ApeiroCraft has none at any price.
- A sales team reviews win rates by template and per-section analytics. Proposify and Qwilr are the stronger documents for that, and paying per seat for them can be the right call.
- You need client reporting or ad-platform data next to the proposal. ApeiroCraft doesn't connect to ad platforms or build dashboards; reporting stays in your reporting tool.
- More than 20 people need access. The Agency plan stops at 20; SuiteDash's staff are unlimited on every plan.
How this list was put together.
This is a slice of the full proposal software roundup: the tools from it that fit this reader, plus ApeiroCraft. The ones left out are still compared there, grouped by what they are.
What each tool is, and the reason to choose it, are quoted word for word from that tool’s comparison page; a build check fails the deploy if either drifts. The “why it’s on this list” line is ours, and restates facts from the same page for this reader.
Prices are list prices in USD excluding tax, read off each vendor’s own pricing page by hand, with the month shown on each card. There are no star ratings, scores or rankings: a vendor scoring its own competitors is not evidence.
Common questions.
Which proposal software is best for agency retainers?
One that handles month two as well as month one. In ApeiroCraft, the monthly-retainer starter invoices the first month when the client signs and its terms say later months are billed on the same date; you raise those invoices from the client record. It does not create recurring invoices automatically, so check how any tool you trial handles the months after the first.
Free retainer proposal template →Per-seat or flat pricing for a marketing agency?
At five people, from each vendor's own pricing page: ApeiroCraft $79/mo, Hello Bonsai $195/mo, Moxie $40/mo, Nusii $87/mo, PandaDoc $95/mo, Proposify $195/mo, Qwilr $175/mo, SuiteDash $49/mo. Plutio doesn't publish enough to work out a five-person figure. Per-seat tools aren't wrong — PandaDoc's CRM integrations and Proposify's analytics can be worth the gap — but the gap widens with each hire.
Flat-rate vs per-seat, with the arithmetic →Is this list ranked?
No, deliberately. ApeiroCraft publishes this page and makes one of the tools on it, so any ranking we produced would be our own preference presented as a finding. Tools are listed alphabetically, and the structured data marks the list unordered so software reads it the same way.
The full roundup, all fifteen tools →Is there a free marketing agency proposal template?
Yes. There are free marketing, digital marketing and PPC proposal templates, and a retainer proposal template for the monthly engagement itself. None needs an account to read.
Free marketing proposal template →If flat-priced retainer proposals are the fit, try it free.
No card. Start on 14 days of Solo, then keep sending 3 proposals a month on the free plan, and see whether the read receipts change how you follow up.
Go deeper on any of this
Solution
ApeiroCraft for marketing agencies
What a retainer month includes, in writing, signed, with month one invoiced at signing.
Free template
Marketing proposal template
Channel plan, measurable targets, monthly deliverables, and a reporting cadence.
Comparison
Best proposal software in 2026
Fifteen tools grouped by what they actually are. Not ranked, because we make one of them.