Agencies

Creative, marketing and digital agencies

Win more pitches, deliver faster, reuse your case studies

Proposal Expert for agencies is proposal software that creative, marketing and digital agencies use to write, send and follow up pitches and quotes from one workspace. Use it when your team writes several proposals a week and keeps needing the same building blocks: a team introduction, case studies, a phased approach and a pricing table with staged payments. AI drafts and scores the proposal, the client signs electronically within eIDAS, and you see in real time which sections get read. Available in 16 languages, with a free plan to start.

How agencies use Proposal Expert

A strategist opens the template for the type of engagement (strategy, design, development, campaign), pastes in the brief and lets AI write a first draft. From the library she adds two relevant case studies and the profile blocks of the proposed team. She builds the pricing table with phases and optional items the client can switch on or off. After sending, the team watches the dashboard to see who opens the proposal and which sections hold attention.

The features that make the difference

Reusable blocks for case studies and team members, so a pitch never starts from a blank document. Optional pricing rows, so a client can add a phase without asking for a new version. Real-time tracking and an engagement score per proposal, so follow-up lands at the right moment. E-signature with an audit trail, so the project can start immediately. For agencies on HubSpot, Proposal Expert writes the status and value back to the deal.

Up and running in an afternoon

Create a free account and upload your logo and brand colours to the brand kit. Pick the agency template and adjust the default sections to the way you work. Add three case studies and the team profiles to the library. Then write a real proposal for a live prospect, let AI score it and send it. Connect your CRM once the first proposals are out. All of this fits in one afternoon.

Too much time per pitch, deadlines feel like chaos
Rewriting case studies for every prospect
No idea whether the pitch was even read
Quality varies from strategist to strategist

Template library per service type

Strategy, design, development, every practice gets its own proven template.

Case studies as reusable blocks

Add a relevant case study in one click, not 15 minutes of copy and paste.

Engagement data for follow-up

See which section resonated and tailor your follow-up accordingly.

AI scoring for a quality baseline

Every proposal meets a minimum quality bar, whoever wrote it.