Best Proposal Software for Agencies (2026)
We tested every major proposal tool through an agency lens — CRM integration depth, team workflows, approval controls, brand consistency, and client experience. Here's what actually works.
Best overall for agencies: PandaDoc. Deep CRM integrations (HubSpot, Salesforce, Pipedrive), approval workflows, analytics, and compliance make it the go-to for teams of 5+. For smaller boutique agencies under 10 people, Better Proposals is faster to set up and produces more visually impressive results out of the box. The right answer depends on your team size and CRM setup — read on for the full breakdown.
Our Top 5 Proposal Software Picks for Agencies
Ranked for digital agency use cases: team collaboration, CRM depth, brand control, client experience.
PandaDoc
PandaDoc is the gold standard for agencies that take their document workflow seriously. The HubSpot integration alone — where reps generate proposals directly from deal records, with all contact data auto-filled, and sign-back syncing to CRM — saves hours per week at scale. Add approval workflows, role-based permissions, real-time analytics, and HIPAA/SOC 2 compliance, and you have a system built for how agencies actually operate.
- ✔ Deep HubSpot & Salesforce integration
- ✔ Approval workflows (manager sign-off before sending)
- ✔ Section-level analytics (see where clients spend time)
- ✔ HIPAA & SOC 2 (for healthcare/regulated clients)
- ✔ Content Library (brand-consistent sections across team)
- ✔ Bulk sending for proposals at scale
- ✗ Steeper onboarding (2–4 hours with CRM setup)
- ✗ Document overage fees on Starter plan
- ✗ Salesforce requires Business plan ($49/user/mo)
Better Proposals
Better Proposals is the best choice for small agencies who want to produce stunning, professional proposals without a complex onboarding process. Setup takes under an hour, the templates are the best-designed in the market, and the 24/7 human support means you're never stuck when a deadline is tight. For agencies that sell primarily on brand and creative quality, the visual edge matters.
- ✔ Fastest setup — sending in under 60 minutes
- ✔ Best-looking templates in the market
- ✔ 24/7 human support (no bots, weekends too)
- ✔ White label — no Better Proposals branding for clients
- ✔ Stripe payment at signing
- ✔ HubSpot & Pipedrive integration
- ✗ No Salesforce integration
- ✗ No approval workflows
- ✗ Less deep analytics than PandaDoc
Proposify
Proposify is the most affordable option among agency-grade tools, starting at $9/user/month. The strength is its focus on sales process control — managers can lock sections, trigger approvals, and track rep-level metrics. If your agency has a structured sales team where deals need oversight before going out, Proposify handles that workflow well.
- ✔ Cheapest entry price ($9/user/mo)
- ✔ Strong approval and locking workflows
- ✔ Interactive quoting (clients adjust quantities)
- ✔ Salesforce integration (Business plan)
- ✔ Role-based permissions
- ✗ Basic plan limits to 5 sends/month
- ✗ Design templates less impressive than BP
- ✗ Full CRM features require higher plans
Qwilr
Qwilr creates proposals as live web pages rather than PDF-style documents. Clients get a URL, scroll through a beautiful responsive experience, interact with pricing options, and sign — all in browser. For creative agencies pitching brand, UX, or design work, handing a client a Qwilr proposal demonstrates your craft before you say a word.
- ✔ Web-native proposals (URLs, not PDFs)
- ✔ Interactive pricing with live client adjustments
- ✔ Detailed page analytics (scroll depth, time)
- ✔ Strong CRM integrations (HubSpot, Salesforce, Pipedrive)
- ✔ Proven ROI data: +20% win rate reported
- ✗ Highest price ($35/user/mo base)
- ✗ QwilrPay charges 0.09% transaction fee
- ✗ Enterprise plan requires minimum 10 users
GetAccept
GetAccept goes beyond proposals into full digital sales rooms — shared spaces where agencies can share case studies, host video intros, track all stakeholder engagement, and collect signatures in one URL. It's the right tool when your deal involves multiple decision-makers and you need to manage a complex buying journey, not just send a single document.
- ✔ Digital sales rooms (share content + proposal + signature)
- ✔ Video messages embedded in proposals
- ✔ Multi-stakeholder engagement tracking
- ✔ Full CRM stack integrations
- ✗ Enterprise pricing (custom, typically high)
- ✗ Overkill for small agencies or simple proposals
- ✗ Longer implementation time
Agency Proposal Software: Full Comparison Table
All prices per user per month, annual billing. Verified March 25, 2026.
| Tool | Starting Price | HubSpot | Salesforce | Approval Workflows | Payments | Analytics | Support | Agency Rating | Try It |
|---|---|---|---|---|---|---|---|---|---|
|
PD
PandaDoc Best Overall |
$19/user/mo | ✔ Deep | ✔ Business plan | ✔ Yes | ✔ Stripe, PayPal | ✔ Section-level | Email, chat, phone | Try Free | |
|
BP
Better Proposals Best Value |
$19/user/mo | ✔ Available | ✗ | ✗ | ✔ Stripe | ◑ Basic | 24/7 human | Try Free | |
|
PR
Proposify |
$9/user/mo | ✔ Available | ✔ Business plan | ✔ Yes | ✔ Stripe | ✔ Yes | Email, chat | Try | |
|
QW
Qwilr |
$35/user/mo | ✔ Available | ✔ Available | ◑ Limited | ✔ QwilrPay (fee) | ✔ Page-level | Email, chat | Try | |
|
GA
GetAccept |
Custom pricing | ✔ Full stack | ✔ Full stack | ✔ Yes | ◑ Limited | ✔ Stakeholder-level | Dedicated CSM | Contact |
How to Choose the Right Tool for Your Agency
You use HubSpot or Salesforce
PandaDoc has the deepest CRM integrations. Proposals generated from deal records, auto-filled fields, and stage-back sync. Nothing else matches this.
Small agency (under 10 people)
Better Proposals gives you beautiful proposals, fast setup, and 24/7 human support. You don't need enterprise complexity.
Budget is your primary constraint
Proposify starts at $9/user/month with unlimited templates and eSignature. The cheapest agency-grade tool available.
You're a creative/design agency
Qwilr's web-native proposals demonstrate your design sensibility before the client reads a word. Worth the higher price for the right agency type.
Enterprise agency (20+ staff, complex deals)
GetAccept's digital sales rooms handle multi-stakeholder, multi-touch deals. Video, content sharing, and full buyer engagement in one URL.
Can't decide between PandaDoc and BP?
Read our full head-to-head comparison. The answer usually comes down to CRM usage and team size.
What Makes a Proposal Tool Good for Agencies Specifically?
General proposal tools are built for individual users or small teams. Agencies have different — and more demanding — requirements:
CRM Integration Depth
The difference between "has a HubSpot integration" and "deeply integrated with HubSpot" is hours saved per week. For agencies using CRMs at scale, integration quality is the most important factor.
Team Workflow Controls
Agencies need managers to review proposals before they go out. Approval workflows, locked sections, and role permissions prevent costly mistakes or off-brand proposals reaching clients.
Brand Consistency
When 5 different account managers are sending proposals, they should all look identical. Content Libraries, locked brand sections, and white-label options enforce consistency at scale.
Analytics & Tracking
Knowing when a client opened the proposal, which sections they spent time on, and whether they forwarded it lets account managers follow up at exactly the right moment.
Security & Compliance
Agencies with healthcare, finance, or government clients need HIPAA and SOC 2 compliance. This immediately narrows the field — only PandaDoc and GetAccept certifiably meet these standards.
Payment Collection
Getting paid at the moment of signing reduces the gap between "deal won" and "first payment received" from days to seconds. Any agency that chases invoices should prioritize this feature.