For agencies

Proposal software built for agencies

Win more retainers and keep every client on-brand. Draft, send, track and e-sign client proposals from one place, without the copy-paste.

For an agency, the proposal is the first real proof of how you work, and often the last thing standing between you and a signed retainer. MyProposal replaces stale PDF attachments and Google Docs with live, branded, trackable proposals your team can build in minutes and your clients can sign in a single click.

The agency proposal grind
Rebuilding the same scope, bios and case studies for every new pitch.
PDFs that go out the door and vanish, with no idea if the client even opened them.
Brand drift when five account managers each keep their own template.
Chasing signatures over email while the deal goes cold.
How MyProposal fixes it

Everything an agency needs to pitch, track and close, in one workspace per client.

Reusable scope library

Save SOW line items, team bios and case studies once, then drop them into any proposal in seconds. New pitches start 80% done.

Multi-client brand kits

A separate brand kit per workspace, with fonts, logo, colours and sender domain, so every proposal looks like it came from your client's brand rather than a generic template.

Live pipeline & read tracking

See sent, viewed and signed across every client in one dashboard, and hear the moment a proposal is opened, so you follow up while you are top of mind.

One-click e-signatures

Legally binding signatures in the same link as the proposal. No DocuSign hand-off, no extra fee, and no gap between yes and signed.

Section-level analytics

Know which sections a client lingered on, whether pricing, scope or team, and walk into the call already knowing their objections.

Agency FAQs

Can I keep each client's branding separate?

Yes. Every workspace has its own brand kit, including logo, fonts, accent colour and sender email, so proposals always match the client you are pitching.

Can my whole team work from shared templates?

Yes. Build a template library once and the whole team starts from the same on-brand scaffolding, with reusable scope blocks and case studies.

Do clients need an account to sign?

No. Clients open a single link, review the proposal, and e-sign in one click, with no login, no app and no PDF round-trip.

Will I know if a client opened the proposal?

Yes. You get a notification on first open, plus section-level analytics showing exactly what they read and for how long.

Win your next retainer

Send your first on-brand proposal free. No credit card, no setup fee.

Start free
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