Proposal software for small agencies

For studios of 2 to 10 people who send a handful of proposals a month and win or lose work on the follow-up. Bring the draft, send the page, see who read it, collect the deposit.

Where agency proposals stall

The usual way

  • A Google Doc exported to PDF and attached to an email
  • No idea whether the client opened it, or shared it with their boss
  • Follow-ups sent on a hunch, or not at all
  • Signature by scan, deposit invoice sent separately a week later

With PropoBox

  • The same draft, imported and sent as a page under your name
  • Each visit and its reading time, and when they came back
  • A list of who to get back to today, with a note to start from
  • Signature on the page and a Pay button for the deposit right after

Built around how agencies sell

Retainers, project fees, optional extras and a deposit before work starts.

  • Your draft, not our template

    Paste the proposal your strategist wrote in Claude or ChatGPT, or upload last month's PDF. Line items, terms and dates fill in from your wording.

  • Who read what

    Visits and reading time on every plan; on Pro and Business, the section the client spent longest on, so you know whether pricing or scope is the question.

  • Follow-ups for the whole team

    Proposals read without an answer, not opened, or about to expire show up for everyone on the account, each with one next step.

  • Deposit before kickoff

    Your Stripe, PayPal or Wise link becomes a Pay button the moment the client signs, as a percentage or a fixed amount.

  • One price for the team

    Pro covers up to 3 people for $49 a month and Business up to 10 for $79. Proposals and clients are shared; viewers can read but not send.

  • Looks like your agency

    Your logo and accent colour on the page and the PDF, without the PropoBox credit line, from the Starter plan.

Frequently asked questions

Send your agency's next proposal as a page.

Every new account starts with a 14-day Pro trial. No credit card needed.

Free plan · No credit card · 14 days of Pro