Proposal software lets your agency build proposals from reusable sections, send them as a link, see when the client opens them and get them signed online. For a marketing agency, the best one is the tool every account manager will use for every pitch, from a one-off website project to a monthly SEO retainer.
We compared eight tools on the questions agencies ask us most: how quickly a new hire learns it, what a team of three or five pays billed monthly, whether it handles retainers and packages, whether proposals carry your brand or the vendor’s, and what happens after you hit send. We make Nusii, so it’s on the list and we’re not neutral. Every tool’s section, ours included, says where it falls short, and how we compared them explains what we checked.
The 8 tools at a glance
1. Nusii
$49/mo
for 3 users
Agencies where every account manager sends proposals, with no training
We make this one
2. Proposify
$147/mo
for 3 users
Larger agency teams with a designer, approvals and roles
3. Qwilr
$147/mo
for 3 users
Design-led agencies that pitch with interactive web pages
4. PandaDoc
$195/mo
for 3 users
Agencies that send contracts and SOWs as often as proposals
5. Better Proposals
$87/mo
for 3 users
Small agencies that send fewer than 50 documents a month and want payments built in
6. Prospero
$57/mo
for 3 users
Small agencies that want every feature on one low-priced plan
7. Ignition
$149/mo
for 3 users
Retainer agencies that want billing and payments to run on their own
8. HoneyBook
$59/mo
for 3 users
Solo marketers and small studios that want proposals, contracts and invoices in one tool
What a marketing agency needs from proposal software
Every tool here makes a good-looking proposal and gets it signed. These six things decide whether it suits an agency.
A reusable section for every service you sell
Most agencies sell the same handful of services to different clients: SEO, paid ads, content, social media, web design. Write each one once, with its scope, deliverables, timeline and price, and save it as a section. A new proposal then starts from the sections that client needs plus a paragraph about their business, instead of last month’s proposal with the old client’s name still in it. Our digital marketing proposal template shows the sections most agency proposals need.
Retainers and packages the client can choose from
A marketing proposal is rarely one price. Look for line items that can be monthly, so a retainer reads “$3,000 per month” rather than a lump sum, and for options the client can tick or choose between. Then the client can pick the bigger package in the proposal itself, without asking you for a new version.
A tool the whole team learns in a day
At most agencies, founders and account managers write the proposals, not designers. Every layout setting a tool adds is one more thing each new hire has to learn, and one more way two proposals from the same agency end up looking different. Ask each vendor how long a new hire takes to send a first proposal, and whether it sells training or template design.
Your brand, not the vendor’s
Clients should see your agency on the proposal link, in the email and on the page. Check which plan puts proposals on your own domain and takes the vendor’s logo off: on some tools it’s the plan a small agency would buy anyway, on others it’s a yearly plan with a seat minimum.
Knowing when to follow up
A notification when the client opens the proposal tells you when to call. Reminders make sure a proposal that has gone quiet gets a follow-up, and being able to fix a typo after sending saves you a second version. Our numbers below show why the days after you send matter so much.
Your CRM and your AI assistant
If your deals live in HubSpot or Pipedrive, sending a proposal should update the deal without anyone copying data across. And if your team already works in Claude or ChatGPT, check whether the tool has an MCP connector, so the assistant can draft a proposal from your discovery-call notes right in your account.
What happens after an agency sends a proposal
We looked at the 4,356 proposals that marketing, web, advertising and video agencies first sent through Nusii in 2025. Their clients opened 92.6% of them, and 47.7% were accepted.
- is the median time from sending to the client's first look
- 54 min
- proposals are opened within 24 hours of sending
- 3 in 4
- is how soon half of the accepted proposals are signed
- 4.2 days
- 1 day 31%
- 3 days 44%
- 1 week 60%
- 2 weeks 74%
- 30 days 85%
Clients look quickly: 3 in 4 proposals were opened within a day, and of those that were opened, half got their first look within 54 minutes of sending. The yes takes longer. Half of the accepted proposals were signed within 4.2 days, and 4 in 10 more than a week after sending. So a proposal that’s still open after a few days is far from lost, and the features that work after you hit send, like open notifications, reminders and editing without resending, are the ones that keep it moving.
Prices for an agency team
What a team of three and a team of five pay each month on each tool’s cheapest plan that works for a team and includes pricing tables, billed monthly.
| Tool | A team of 3 | A team of 5 | Free trial |
|---|---|---|---|
| Nusii | $49 Agency, 20 active proposals | $87 Agency, plus 2 users at $19 | 14 days with a card, 60-day money-back guarantee |
| P Proposify | $147 Build, billed quarterly | $245 Build, billed quarterly | 14 days, no card |
| Q Qwilr | $147 Starter, per user | $245 Starter, per user | 14 days, no card |
| P PandaDoc | $195 Business, per user | $325 Business, per user | 14 days, no card, plus a free e-signature plan |
| B Better Proposals | $87 Premium, 50 documents a month | $145 Premium, 50 documents a month | 14 days, no card |
| P Prospero | $57 One plan, $19 per user | $95 One plan, $19 per user | 14 days, no card |
| I Ignition | $149 Core, 3 users, 50 active clients | $279 Pro, up to 15 users | 14 days, no card |
| H HoneyBook | $59 Essentials, you plus 2 team members | $129 Premium, unlimited team members | 30 days, no card |
For three people, Nusii costs the least at $49 a month, then Prospero at $57 and HoneyBook at $59. For five, it’s Nusii at $87 and Prospero at $95. Most of these tools charge per user, so the gap grows with every hire.
Check the terms as well as the price. Proposify bills quarterly at the shortest, and its bigger plans are sold yearly only, like Qwilr’s. A Better Proposals Premium team shares 50 documents a month however many people it has, and Ignition counts active clients as well as users. Nusii’s Agency plan allows 20 proposals awaiting an answer at a time, and Business 50 or more.
The features agencies ask about
Every tool here lets the client tick optional items, on PandaDoc from its Business plan, so options aren’t in the table. What differs is how each one handles a monthly retainer, whether proposals can live on your own domain, which CRMs it connects to and whether Claude or ChatGPT can work in it.
| Tool | Monthly retainers | Your own domain | HubSpot and Pipedrive | Claude and ChatGPT |
|---|---|---|---|---|
| Nusii | Monthly line items, no automatic billing | Agency plan and up, Nusii branding off | Both, Agency plan and up | Hosted MCP, every plan |
| P Proposify | Recurring subtotals | Not documented for the current plans | Both, every plan | Hosted MCP, every plan |
| Q Qwilr | Recurring fees and payments | Growth, billed yearly, 5+ users | Both, every plan | Hosted MCP, every plan |
| P PandaDoc | Recurring fees, Business plan | No, links stay on pandadoc.com | Both, Business plan | Hosted MCP, every plan (beta) |
| B Better Proposals | Yes, and it can start a subscription | Premium and up, badge off | Both, Premium and up | Local MCP, Premium and up |
| P Prospero | Monthly or yearly options | No custom domain | Both, every plan | No MCP of its own |
| I Ignition | Yes, billed automatically | Pro plan and up | HubSpot on Pro (one way), Pipedrive via Zapier | Hosted MCP, every plan |
| H HoneyBook | Recurring invoices with autopay | Your subdomain, badge off from Essentials | No native one, HubSpot via Zapier | Claude connector, ChatGPT app |
1. Nusii
Nusii is the tool we make, so weigh our take accordingly. It started as a proposal tool for creative agencies and keeps proposals simple on purpose: you set your brand once, save each service as a reusable section, and send a clean web page your client can read on any device, pick options on and sign.
- Little to learn. There's no page canvas to master, so a new account manager sends a first proposal on day one.
- Three users for $49 a month on Agency, and $19 for each extra user, so a team of five pays $87.
- Line items can be monthly, so a retainer reads as a monthly fee, and clients can tick optional sections or choose between packages.
- On Agency and up, proposals live on your own domain without Nusii's branding, and each deal moves along in HubSpot or Pipedrive as the proposal is sent and signed.
- Claude and ChatGPT can draft and edit proposals in your account through its MCP server, on every plan, and you still press Send yourself.
- Fewer design options than Proposify or Qwilr. That's deliberate, but it matters if a designer wants control over every layout.
- It tells you when a proposal is opened and downloaded, not how long someone spent on each section.
- Agency allows 20 active proposals at a time (sent and awaiting an answer). Busier teams need Business, $129 a month for five users.
- It shows a retainer and can take a deposit through Stripe, but it doesn't bill the retainer every month. That stays in your invoicing tool.
- Reminders go to you, not your client, and they start on Agency. The free trial asks for a card.
How Nusii works for marketing agencies
I tested Nusii, Proposify, and Proposable. I set up the proposal in all three systems, and Nusii had the best interface. What separated Nusii was usability and ease of use. I could imagine onboarding salespeople and having them learn the system the same day, not spending hours trying to figure it out.
Gina Nieves, CEO & Founder at MarkNet Group
2. Proposify
Proposify gives you a page canvas: you set the page size and margins, drag text, image, video and pricing blocks onto the page and pick from hundreds of Google Fonts. It suits agencies where a designer builds the templates and a manager signs off on proposals before they go out.
- Fine-grained design control, ideal if a designer builds your templates.
- Pricing tables with optional items, client-set quantities and recurring subtotals, so a monthly retainer shows on its own line.
- Native two-way HubSpot and Pipedrive integrations on every plan, and time spent per section in its analytics.
- Approvals, roles and permissions on Grow, and an MCP connector for Claude and ChatGPT on every plan.
- There's no monthly plan: Build is billed quarterly, up front, and Grow and Scale are billed yearly only. Proposify doesn't refund payments once processed.
- More to learn. Proposify sells template design for $1,500 and a Launch Kit with group training for $2,000.
- Stripe payments aren't in the new Proposify yet; they're planned for 2027.
- Its help center only documents proposals on your own domain for the old Proposify, not the current plans.
3. Qwilr
Qwilr turns proposals into web pages built with a block-based page builder, with interactive quotes and an ROI calculator your prospect can play with. It has a page for marketing agencies that puts a retainer and a project fee in the same proposal.
- Lots of design freedom, and interactive quotes on every plan: optional items, pick-one packages, client-set quantities and recurring fees.
- Payments on every plan through QwilrPay, either a deposit or a recurring charge for a retainer.
- Native HubSpot and Pipedrive integrations on every plan, and time spent per section in its analytics.
- A hosted MCP connector for Claude, ChatGPT and Cursor.
- Qwilr doesn't email your proposals: you copy the link and send it yourself.
- Your own domain needs Growth, billed yearly only, for at least 5 users, and the Qwilr badge on the acceptance form can't be removed on any plan.
- Pages created through the API, Zapier, Make or MCP cost $2.50 each after the free allowance, and monthly Starter has none.
- A page builder to learn: Qwilr's onboarding packages start at $999.
4. PandaDoc
PandaDoc is a broad document platform. Proposals sit next to quotes, contracts, statements of work and forms, all with e-signatures and a long list of integrations, so an agency can run every client document through one tool.
- One tool for proposals, contracts, statements of work and forms.
- On Business, pricing tables can mix one-time and recurring fees, with optional items, quantities and a choice of packages.
- Native HubSpot and two-way Pipedrive integrations on Business, and payments through Stripe, PayPal, Square and others.
- An official connector for Claude and ChatGPT, free on every plan for a limited time.
- Pricing tables with options and recurring fees, your branding and CRM sync need Business, at $65 per user a month. Starter is getting simple one-time quotes only.
- Proposal links always stay on app.pandadoc.com. White-labeling only changes the sending email, as a paid add-on on yearly Business plans.
- Documents created through the API, Zapier, Make, forms or bulk send use paid usage credits.
- A page-based editor with a lot of settings: PandaDoc's learning academy has about 80 courses and workshops.
5. Better Proposals
Better Proposals makes responsive web proposals from a library of more than 250 templates, with payments on every plan and tracking down to the section. Its Starter plan is for one person, so an agency team starts on Premium.
- Payments through Stripe, PayPal or GoCardless on every plan. After signing it can charge the one-off fee plus the first month, and you can then start a Stripe or GoCardless subscription for the retainer.
- Unlimited brands on Premium, each with its own domain, fonts and payment settings.
- Line items can be monthly, quarterly or yearly, and clients can tick options, pick a package or change quantities.
- Time-per-section tracking, and reviewers often praise its human support.
- The send limit is per account: a Premium team shares 50 documents a month, whatever its size. Unlimited sending needs Enterprise, $49 per user.
- Manager approvals and user roles are Enterprise only.
- Follow-ups with Nudge cost $10 per user a month, and Nudge opens your own email app rather than sending for you.
- The most common complaint in reviews is the editor and formatting control.
Nusii vs Better Proposals, in detail
6. Prospero
Prospero, made by the software company Poptin, is a proposal tool for freelancers and small agencies. One plan, priced per user, includes everything: a drag-and-drop editor with more than 100 templates, an AI writing assistant, reminders, e-signatures and payments. Its marketing page pitches it for campaign and retainer proposals.
- Every feature is on one plan, with no cap on proposals, for $19 per user a month.
- Reminder emails go to your client automatically, on the days you choose after sending.
- Pricing tables where your client ticks optional items or picks one of several packages, each one-time, monthly or yearly.
- Clients can pay through Stripe or Square, before or after they sign, and native HubSpot and Pipedrive apps are included.
- Proposal links can't use your own domain, and there's no white-label option.
- No MCP server of its own for Claude or ChatGPT, and no public API that we could find. Automation runs through Zapier, Make and webhooks.
- At most two people can sign a proposal.
- Reviewers most often ask for more design control, and a few mention small editor bugs.
7. Ignition
Ignition automates proposals, contracts, billing and payments for professional services firms, from accounting practices to marketing agencies. The client picks a package, ticks any add-ons, signs and enters card or bank details in one step, and Ignition then bills them on schedule, monthly retainers included, with the invoices going into Xero or QuickBooks.
- Clients choose one of up to three packages, add optional services, sign and enter payment details in one step.
- Billing runs on its own after that, one-off fees and monthly retainers alike, and invoices land in Xero or QuickBooks Online on every plan.
- Reminder emails go to clients who haven't signed yet, on the schedule you set.
- An MCP server for Claude and ChatGPT on every plan, at no extra cost.
- You pay for active clients as well as users: Core covers 3 users and 50 active clients, and each extra client costs $5 a month.
- Your own domain and Zapier, its route to Pipedrive, start on Pro at $279 a month, and proposal approvals need Pro+ at $499.
- Core allows one signature per proposal; a second signer needs Pro.
- "Expensive" is the most common complaint in its G2 reviews, and monthly plans aren't refunded for unused time.
8. HoneyBook
HoneyBook is a client management platform for independent businesses: proposals, contracts, invoices, scheduling and a client portal in one subscription. One link lets the client choose your services, sign and pay, and recurring invoices with autopay cover a monthly retainer.
- Proposals, contracts with e-signatures, invoices, payments and a client portal on every plan, from $36 a month for one person.
- One link lets the client choose services, sign and pay, and recurring invoices with autopay handle retainers.
- An official Claude connector and a ChatGPT app, plus HoneyBook's own AI on every plan.
- A 30-day free trial without a card, and a 60-day money-back guarantee.
- It's built for independent businesses: Starter has no team members, Essentials adds up to two, and only Premium, $129 a month, is unlimited.
- Payments only run through HoneyBook's own processor, and it's only available to businesses in the US, Canada, the UK and Australia.
- There's no native HubSpot or Pipedrive integration; HubSpot works through Zapier, from Essentials up.
- Removing "Powered by HoneyBook" starts on Essentials, and recent reviews mention price increases and a learning curve.
Which one fits your agency?
| If your agency… | Look at |
|---|---|
| Has a few people who all send proposals, and nobody wants to learn a design tool | Nusii |
| Has a designer who owns every template, or managers who approve proposals before they go out | Proposify |
| Sends contracts, statements of work and NDAs as often as proposals | PandaDoc |
| Wins work on presentation and wants proposals that feel like a microsite | Qwilr |
| Runs on monthly retainers and wants billing and payments to run on their own | Ignition |
| Pitches for several brands, each with its own look and domain | Better Proposals |
| Is one or two people on a tight budget | Prospero |
| Is a solo studio that wants proposals, contracts, invoices and scheduling in one place | HoneyBook |
Other tools we looked at
These didn’t make the agency list, but they’re in our comparison of 10 proposal tools:
- Bonsai suits freelancers who want proposals, contracts and invoices in one subscription.
- Bidsketch charges one flat price for up to 8 users, but it doesn’t collect payments and has no AI features.
- GetAccept gives B2B sales teams of five or more a shared room for each deal.
- Oneflow turns proposals into contracts you negotiate in the document, and only bills yearly.
Plenty of agencies still send proposals from Google Docs or Word. We compare those with proposal software in Nusii vs Google Docs and Nusii vs Word.
How we compared them
We make Nusii, so we can’t be neutral about it. This is what we did to keep the comparison fair:
- Prices from each vendor’s own pricing page, checked in October 2026, for a team of three and a team of five on monthly billing. Where a tool doesn’t sell monthly plans, we say so rather than divide a yearly price.
- Features from each tool’s help center and docs, with the plan you need for them, rather than from its marketing pages.
- Reviews on G2 and Capterra, for what agencies praise and complain about most.
- Our own data. The agency numbers above come from proposals first sent through Nusii in 2025 by accounts in marketing, web, advertising and video, without test proposals. Views by bots and link previews aren’t counted.
- What agencies tell us when they move to Nusii from one of these tools, or leave Nusii for one of them.
Vendors change their plans often, so we re-check the prices and show the month we last did at the top of this page.
Frequently asked questions
What is the best proposal software for a small marketing agency?
How much does proposal software cost for a marketing agency?
Which proposal software integrates with HubSpot?
Can proposal software handle monthly retainers?
Which proposal tools work with Claude or ChatGPT?
How long does it take a client to accept an agency proposal?
Do I need proposal software, or is a template enough?
Our take
If your agency wants every account manager sending proposals without training, try Nusii free for 14 days, or see how it’s set up for agencies on our page about proposal software for marketing agencies. If another tool here fits you better, the sections above should make that clear, and we’d rather you end up with the right one.