Your account manager just texted. “Client needs the proposal by tomorrow morning.”
It’s 8 PM. You’re staring at a blank Word document. You know what comes next. You’ll be here until midnight copying content from old proposals and fighting with formatting.
What if you could create professional proposals in 17 minutes instead of 8 hours? What if 45% of your proposals actually won business within 24 hours?
This isn’t marketing talk. Agencies using modern proposal software achieve this every day. While you’re wrestling with Word documents, your competitors are delivering professional presentations and moving to next steps.
What Proposal Software Actually Does for Marketing Agencies
Proposal software transforms how you win business.
Think of it this way. Your CRM is like your contact book. Project management software is your calendar. Proposal software is your perfectly tailored sales presentation that never has an off day. It knows your brand, remembers your best work, and presents everything professionally even when you’re rushing.
But why do marketing agencies need something different from what everyone else uses? You’re not just maintaining one brand voice. You’re showcasing your agency’s professionalism while hinting at your ability to handle each client’s unique brand needs. Try explaining that constraint to Microsoft Word.
Your proposals need to demonstrate capability through case studies and creative samples. Generic tools make this a formatting nightmare. B2B buyers expect proposals within 24-48 hours now. Manual processes can’t keep pace without sacrificing quality.
Calculate the Real Cost of Your Current Manual Process
Let’s quantify what manual proposal creation actually costs your agency.
Track your next proposal from start to finish. Research takes 3-4 hours. Content creation eats up 6-8 hours. Design consumes another 4-6 hours. Review cycles demand 3-5 hours. Delivery requires 1-2 hours.
Your total investment? 17-25 hours per proposal.
If you create 15 proposals monthly, you’re investing 255-375 hours. That’s nearly 10 full work weeks on proposal creation alone. How much billable work could your team complete in 10 weeks?
Multiple team members editing documents creates confusion and errors. You have no insight into which proposals perform best. Where do prospects lose interest? What content drives decisions? You just don’t know.
Top 7 Proposal Software Solutions That Marketing Agencies Actually Use and Recommend
Based on 2026 market analysis and real agency implementations, here are the platforms delivering measurable results. But which one fits your agency’s specific needs?
PandaDoc Works Best for Agencies That Need Enterprise Features
PandaDoc Pricing (as of December 2025):
- Free Plan: $0/month (5 documents per month)
- Starter: $19/user/month (billed annually)
- Business: $49/user/month (billed annually)
- Enterprise: Custom pricing (per-seat or per-document options)
Note: Monthly billing is also available at higher rates. A “Launch” plan at $9/month with pay-as-you-go pricing (60 docs/year, then $3 per additional doc) is available for flexible usage.
PandaDoc offers the most comprehensive feature set with advanced CRM integration. They report users create documents in under 4 minutes and see a 20% increase in close rates.
What makes PandaDoc different for agencies is their 1,000+ templates with marketing-specific options. Interactive pricing tables let prospects see exactly what they’re getting. Advanced analytics show where prospects spend time in your proposals. The platform tracks when documents are read, forwarded, or signed.
Real agency results show 4x faster proposal creation. The catch comes with features that can feel overwhelming for smaller agencies. Many advanced capabilities require higher-tier plans. The interface has a learning curve that some teams find steep.
Is your agency serving enterprise clients who expect sophisticated presentations? PandaDoc provides that level of professionalism. Are you a smaller agency just getting started? The complexity might be overkill for your needs.
Key 2026 Updates: PandaDoc now offers Deal Rooms for collaborative selling, CPQ (Configure, Price, Quote) capabilities in Enterprise plans, and enhanced workflow automation. The platform maintains SOC 2 Type II, GDPR, and HIPAA compliance for agencies serving regulated industries.
Proposify Specifically Targets Marketing Agencies
Proposify Pricing (as of December 2025):
- Basic: $19/user/month (billed annually) or $29/user/month (billed monthly) — up to 2 users, 5 sends/month
- Team: $41/user/month (billed annually) or $49/user/month (billed quarterly) — unlimited users, unlimited sends
- Business: Starts at $3,900/year (includes 5 users), additional users at $780/year — minimum 10 users for full features
Proposify consistently ranks #1 on G2 for agencies. Their users report 2x industry average close rates. They built their platform specifically for agencies and consultants.
Agency-specific features include white-label capabilities that remove Proposify branding. Custom fields let you personalize proposals quickly. Client input forms enable collaborative proposal development. Real-time commenting streamlines approval workflows.
What sets them apart is the focus on professional presentation. Their templates are designed specifically for creative agencies. Professional design services are available for custom template creation. Agencies report proposals that used to take 2 hours now take 15 minutes.
The downside? The pricing structure favors committed users with annual billing requirements. The Business plan now requires a minimum of 5 users at $3,900/year. Limited monthly options mean higher upfront costs. But agencies using Proposify say the investment pays off quickly.
Do you create enough proposals to justify the higher price point? Would the time savings alone cover the cost?
Key 2026 Updates: Proposify has added AI-powered content suggestions, enhanced Salesforce integration (available as an add-on for $9/user/month), and smarter pricing tables with automatic calculations. The platform emphasizes approval workflows and team collaboration features for growing agencies.
Better Proposals Excels at Visual Design and Affordability
Better Proposals Pricing (as of December 2025):
- Starter: $13/user/month (billed annually) or $19/user/month (billed monthly) — 10 sends/month, 1 user max
- Premium: $21/user/month (billed annually) or $29/user/month (billed monthly) — 50 sends/month, unlimited users
- Enterprise: $42/user/month (billed annually) or $49/user/month (billed monthly) — unlimited sends, advanced team features
Better Proposals built their platform for design-conscious agencies. They offer 250+ professional templates with exceptional visual design focus. Users report conversion rates over 70%.
Creative agencies love unlimited customization with complete control over fonts, colors, and layouts. The drag-and-drop visual builder makes changes easy. Interactive elements include embedded videos and live chat integration. Mobile-responsive proposals look perfect on every device.
The content library system lets you reuse standard agency services efficiently. Portfolio showcase integration embeds case studies seamlessly. Password protection and custom domains create professional presentation.
Their analytics show exactly when proposals are opened and how much time prospects spend on each section. This intelligence helps you optimize follow-up timing and content strategy.
But do you really need all these design features? Would simpler solutions work better for your workflow?
Key 2026 Updates: Better Proposals has introduced “Nudge” — a unique follow-up system ($10/user/month add-on) that combines automation with personal touch. They’ve also expanded their client onboarding features, allowing custom post-signature workflows with forms, call bookings, and redirects. The platform maintains its commitment to 24-hour human support with average 2-minute response times.
Qwilr Delivers Interactive Web-Based Proposals
Qwilr Pricing (as of December 2025):
- Business: $35/user/month (billed annually) or $39/user/month (billed monthly) — 1 user minimum
- Enterprise: $59/user/month (billed annually) — 10 user minimum
Add-ons available: Identity Verification (+$10/user/month) and Custom Branding (+$10/user/month) for Business plans with 5+ users.
Qwilr reimagines proposals as interactive web pages rather than static documents. Interactive proposals see 3x higher engagement rates compared to traditional formats.
Innovation advantages include web-based proposals with instant loading on any device. Interactive pricing calculators let prospects customize service packages during review. Live collaboration enables prospects to comment and ask questions directly within proposals. Real-time notifications show when prospects are actively reviewing.
The platform excels at showcasing marketing case studies through visual storytelling capabilities. Advanced pricing tables support complex service configurations. QwilrPay enables payment collection directly within proposals via credit cards, bank debits (ACH), and digital wallets.
The question becomes whether your prospects are ready for this level of interactivity. Do they prefer traditional formats? The interactive format requires prospects to adapt to new proposal experiences.
Key 2026 Updates: Qwilr has enhanced its HubSpot integration with advanced automations and introduced Salesforce integration (Enterprise only). The platform now offers 5 years of data history on Enterprise plans and comprehensive page analytics showing viewer engagement details. QwilrPay transaction fees are 0.09% for Business and 0.05% for Enterprise.
GetAccept Handles Complex Sales Processes Beyond Proposals
GetAccept Pricing (as of December 2025):
- eSign: $25/user/month — basic e-signature solution, monthly or annual billing available
- Professional: $49/user/month (billed annually) — 5 user minimum, full Digital Sales Room experience
- Enterprise: Custom pricing — includes contract management, CPQ, SSO, and Salesforce/Dynamics integrations
GetAccept evolved from proposal software to comprehensive digital sales room functionality. They serve over 5,000+ enterprises.
Process integration benefits include centralized buyer interaction hubs. Video messaging enables personalized proposal delivery. Chat functionality and contextual commenting support real-time communication during proposal review. Comprehensive audit trails document entire sales cycles.
Recent 2025-2026 developments include GetAccept AI (currently in early access Beta through end of 2025), enhanced mutual action plans, and meeting transcript integration with AI-powered summaries. The platform offers deep integrations with HubSpot, Pipedrive, Salesforce, Microsoft Dynamics, and SuperOffice.
The platform works best for agencies with complex sales processes requiring document management beyond proposals. But added complexity may overwhelm agencies with straightforward proposal needs.
Does your agency need this level of integration? Would it overcomplicate your current process?
Key 2026 Updates: GetAccept has positioned itself as a full Digital Sales Room platform with Deal Rooms (opportunity to proposal) and Contract Rooms (proposal to signed deal). The AI features help summarize meetings and identify next steps, while automated reminders and engagement tracking provide actionable insights.
Prospero Offers Budget-Friendly AI Integration
Prospero Pricing (as of December 2025):
- Single Plan: $19/user/month (billed monthly) or $12/user/month (billed annually)
All features included at one price — unlimited proposals, AI writing assistant, analytics, integrations, and content library.
Prospero targets budget-conscious agencies while providing professional capabilities. Their value proposition focuses on ease of use with agency-level design standards.
Key differentiators include AI-powered content generation for faster proposal creation. The platform integrates with Stripe, QuickBooks, FreshBooks, Xero, Zapier, Make, Slack, and monday.com for seamless workflows. A simplified pricing structure with unlimited document creation makes budgeting predictable.
User feedback consistently rates Prospero as “Best Value” with 4.9/5 ratings for pricing on Capterra. Agencies appreciate the professional appearance without premium costs. The AI writing assistant helps overcome blank page syndrome with tone adjustment, length modification, and text generation features.
Limited advanced features compared to premium platforms. But for smaller agencies or those just starting with proposal software, Prospero provides professional results at accessible pricing.
What’s your realistic budget for proposal software? Would the money saved justify fewer features?
Key 2026 Updates: Prospero has enhanced its AI writing assistant with tone and length controls, added two-factor authentication (2FA) for security, and expanded team collaboration with shared content and user role permissions. The platform remains one of the most affordable options while maintaining essential features like e-signatures, tracking, and analytics.
Loopio Specializes in Complex RFP Responses
Loopio Pricing (as of December 2025):
- Custom pricing only — contact sales for quotes
- Typical range: Starting around $1,440/user/year (~$120/user/month)
- Minimum commitment: Approximately $15,000+/year regardless of team size
- Plans available: Essentials, Plus, Advanced, and Enterprise tiers
Loopio specializes in large-scale proposal management for agencies serving enterprise clients with formal RFP processes. Their platform handles complex compliance requirements and multi-stakeholder approval workflows.
Enterprise features include Response Intelligence™ — Loopio’s proprietary AI technology trained on millions of answers across 500,000+ projects. Centralized content libraries with version control ensure consistency. Collaboration tools for distributed proposal teams streamline review cycles. Advanced analytics provide proposal performance optimization insights.
The platform integrates with Salesforce, Microsoft Dynamics, HubSpot, SharePoint, Microsoft Teams, Slack, and Seismic. Loopio customers report 51% more RFP responses completed, 85% winning more business, and 42% time savings.
The complexity and pricing make it overkill for most marketing agencies. Unless you’re regularly handling formal RFP processes, simpler platforms provide better value.
Do you regularly respond to formal RFPs? Does your agency work with government or Fortune 500 clients who require compliance documentation?
Key 2026 Updates: Loopio has enhanced its AI capabilities with GenAI features for quick question responses and content generation. The platform now offers content connectors to tap into SharePoint, Google Drive, and websites. Collaboration integrations with Microsoft Copilot 365 and Slack help teams work more efficiently.
Platform Pricing Comparison With Official 2026 Rates
| Platform | Monthly Price | Annual Price | Best For | Key Strength |
|---|---|---|---|---|
| PandaDoc | $19-$49/user | $19-$49/user (annual billing) | Enterprise clients | 1,000+ templates, advanced CRM integration |
| Proposify | $29-$49/user | $19-$41/user | Established agencies | Agency-specific features, 2x close rates |
| Better Proposals | $19-$49/user | $13-$42/user | Design-focused agencies | 250+ templates, 70% conversion rates |
| Qwilr | $39-$59/user | $35-$59/user | Tech-savvy prospects | Interactive web proposals, 3x engagement |
| GetAccept | $25-$49/user | Annual billing required for Professional+ | Complex sales cycles | Digital sales rooms, video integration |
| Prospero | $19/user | $12/user | Budget-conscious agencies | AI writing assistant, unlimited proposals |
| Loopio | Custom pricing | Custom pricing | RFP specialists | Enterprise compliance, AI-powered responses |
Prices are per user per month unless otherwise noted. Some platforms require minimum users or annual commitments.
How to Choose the Right Proposal Software Without Making Expensive Mistakes
Don’t start with software features. Start with your current process.
Map out exactly how you create proposals today. Where do you waste time? What causes the most frustration? Where do quality issues happen? Identify your top 3 pain points before looking at any software.
Different platforms excel for different agency profiles. Solo consultants and small agencies need ease of use and cost efficiency. You don’t need enterprise features. You need something that works quickly and doesn’t require extensive setup.
Mid-size agencies need balance. Features matter, but so do collaboration capabilities. You need something that scales with your team but doesn’t overwhelm new users.
Large agencies need integration, security, and advanced analytics. You’re likely serving enterprise clients who have specific compliance requirements.
Which category fits your agency?
Think about who reviews your proposals. SMB clients often prefer simple, straightforward proposals. They want clear information and easy decision-making. Fancy interactive features might confuse rather than impress.
Enterprise clients expect sophisticated presentation and security. They might require specific compliance certifications. They often have complex approval processes.
What do your clients actually value in proposals?
Use actual client opportunities during trials. Don’t just click around demo content. Use real prospects during your trial period. This reveals practical challenges that demo environments miss.
Include multiple team members in testing. Different roles stress different platform capabilities. Your account managers care about client collaboration. Your creative team cares about design control. Your leadership cares about analytics.
Set clear success criteria before you start testing. What would make this trial successful? Faster proposal creation? Better client feedback? Improved team collaboration?
Essential Security and Compliance Requirements That Agencies Must Consider
Marketing agencies handle sensitive client information. Your clients trust you with their strategic information.
According to Capterra’s 2025 survey, 60% of sales and marketing decision-makers rate security as “critical” when evaluating software—more important than functionality, ease of use, or price. Half have removed vendors from shortlists due to security concerns.
Proposals contain strategic information, budget details, and competitive insights. Your platform must provide:
- AES-256 encryption as minimum standard
- Role-based permissions to limit information access
- Secure sharing with password protection and expiration dates
Agencies serving regulated industries need verified compliance:
- HIPAA compliance required for healthcare clients
- SOC 2 certification demonstrates security controls
- GDPR compliance essential for agencies with European clients
According to research, 73% of B2B buyers consider vendor security practices during selection processes. Are you prepared for these conversations?
Team members should access only information necessary for their roles:
- Account managers get full access to their assigned accounts and proposals
- Creative team members access templates and portfolio content with limited client data access
- Leadership sees analytics and performance data across all proposals
- Freelancers and contractors receive project-specific access with automatic expiration
Your platform should maintain complete logs. Who accessed which proposals and when? What changes were made and by whom? Version histories with clear attribution prevent confusion.
Larger clients often require security assessments of agency vendors. Prepare documentation covering platform security certifications, data handling policies, and access control procedures.
Check if your current proposals meet your clients’ security expectations.
Remote Work Optimization for Distributed Agency Teams
The distributed work reality fundamentally changed agency operations. Proposal software selection becomes critical for maintaining productivity across remote teams.
Modern proposal platforms support sophisticated change tracking:
- Automatic merging of simultaneous edits provides conflict resolution with clear attribution
- Contextual feedback and discussion threads offer comment systems
- Digital sign-off processes eliminate email chains
Research shows 75%+ of business documents now get initially reviewed on mobile devices. Platform optimization becomes essential.
Smart alerts based on team member time zones provide automated notifications. Visual progress indicators offer deadline tracking. Clear procedures for passing work between team members establish handoff protocols.
Proposals that present well via video conferencing offer screen sharing compatibility. Interactive elements work in virtual environments. Ensure prospects can review and approve from any device.
Accept proposals without leaving the platform with embedded signing. Ensure e-signatures meet regulatory requirements. Complete documentation provides audit trails.
Evaluate whether your current remote work policies provide adequate client data protection.
Budget Planning and What You Really Need to Know About Costs
Platform subscription costs are just the starting point. Real costs include training time, template development, and integration setup.
2026 Pricing Tiers
Most platforms charge monthly per-user fees with annual discounts:
- Entry level: $12-25 per user monthly
- Professional tier: $35-50 per user monthly
- Enterprise level: $50+ per user monthly or custom pricing
Setup and Hidden Costs
Some platforms charge additional costs for onboarding:
- Standard setup: $500-2,000
- Custom implementation: $3,000-10,000
- Professional services for template design vary by platform
Agencies often underestimate these hidden costs:
- Training and adoption require significant time commitment (8-16 hours per user for initial training)
- Template development requires 40-80 hours for creating quality libraries
- Temporary efficiency loss during adoption affects productivity (expect 20-30% decrease for first 4-6 weeks)
- Running old and new systems simultaneously during transition creates dual process demands
What’s your current monthly cost for proposal creation when you factor in all hidden expenses?
Your Next Steps: Pick One, Start This Week
Stop research. Start tests.
If you have under $50/month budget: Sign up for Prospero’s free trial today ($12 annually). You’ll have professional proposals running by Friday. The AI writing assistant alone will save you 3 hours per proposal.
If you’re a creative agency focused on design: Try Better Proposals’ 14-day free trial. Their templates will make your proposals look better than most agencies’ websites. You’ll close more deals just on visual impact.
If you need CRM integration and analytics: Start with PandaDoc’s free plan, then upgrade to their $19 annual Starter plan. Test their HubSpot or Salesforce integration with your next 3 proposals. The tracking data will change how you follow up with prospects.
If you create 10+ proposals monthly: Proposify’s agency-specific features justify the higher price. Their white-label options and approval workflows will save your team 20+ hours monthly.
Simple Decision Matrix
- Budget under $300/month: Better Proposals or Prospero
- Budget over $300/month: Proposify or PandaDoc
- Need RFP compliance: Loopio
- Want interactive proposals: Qwilr
- Need digital sales rooms: GetAccept
The agencies you’re competing against for that next big client? They’re already using one of these platforms. They’re sending proposals in 17 minutes while you’re still fighting with Word documents at midnight.
Pick your platform by Wednesday. Set up templates by Friday. Send your first professional proposal next week. The 43% win rate improvement starts with your next proposal, not your next quarterly planning session.
Proposal Software FAQ
Direct answers to the most searched questions about proposal software for agencies
Proposal software is a tool that helps businesses create, send, and track professional proposals digitally. It transforms how agencies win business by acting as a perfectly tailored sales presentation that knows your brand, remembers your best work, and presents everything professionally—even when you’re rushing. Instead of using Word documents, you build proposals with templates, add interactive elements, and monitor when prospects view them.
If you create more than 5 proposals monthly or spend over 17 hours per proposal, yes. Agencies using proposal software cut creation time from 17-25 hours to under 4 minutes per proposal and see 20-45% higher win rates, with some achieving 70% conversion rates.
CRM manages client relationships and tracks deals. Proposal software creates and delivers the actual sales documents with tailored presentations, interactive elements, and analytics. Many proposal platforms integrate with CRMs like HubSpot or Salesforce to pull client data automatically, but they serve different purposes in your sales process.
Yes. Modern platforms support multi-page proposals with case studies, team bios, detailed pricing tables, interactive elements, portfolio showcases, and compliance tracking. Platforms like Proposify, PandaDoc, and Loopio are specifically designed for complex B2B service proposals, including RFP responses for enterprise clients.
Simple platforms like Prospero or Better Proposals can have you sending professional proposals within 2-3 days. More complex platforms like PandaDoc or Proposify require 1-2 weeks for proper template setup, team training, and integration, but deliver 4x faster creation once implemented.
PandaDoc ranks #1 for agencies needing enterprise features and CRM integration. Proposify excels for established agencies with 2x industry average close rates. Better Proposals is ideal for design-focused agencies. Prospero offers the best value for smaller agencies. Qwilr suits tech-savvy prospects, GetAccept for complex sales, and Loopio for RFP specialists.
PandaDoc offers more CRM integrations (including native HubSpot), 1,000+ templates, AI document creation, and outcome-based pricing with unlimited free seats for eSign and a free plan limited to 5 documents/month. Proposify provides better agency-specific features like white-labeling, AI template generation from URLs, and approval workflows. PandaDoc’s Starter plan costs $19/user/month (annual), but Proposify delivers higher close rates (2x average) for agencies and starts at $19/user/month (annual) for Basic.
HubSpot’s proposal tool works for basic quotes but lacks design flexibility, advanced templates, and analytics agencies need. Dedicated platforms like PandaDoc or GetAccept (with native HubSpot integration) provide better templates, interactive elements, and professional presentation while maintaining CRM sync and real-time data syncing.
PandaDoc offers a free eSign plan with unlimited seats and basic document sending (limited to 5 documents/month). Serious agencies quickly outgrow free limitations. At $12-19 annually, budget options like Prospero provide unlimited proposals, AI assistance, and professional features that free plans can’t match.
All major platforms offer 14-day free trials. Test with real prospects during trials, not demo content. This reveals practical workflow challenges, time savings (e.g., 4x faster creation), and client response improvements like 3x engagement with interactive formats.
Entry-level plans start at $12-25 per user monthly. Professional plans range from $35-50 monthly per user. Enterprise options go up to $50+ per user or custom. Most agencies find the $19-49 monthly range provides the best balance of features and cost. Annual billing saves 20-40%.
| Platform | Starting Price (Annual) | Best For |
|---|---|---|
| Prospero | $12/user | Budget-conscious agencies |
| Better Proposals | $13/user | Design-focused agencies |
| PandaDoc | $19/user | Enterprise clients & CRM integration |
| Proposify | $19/user | Established agencies |
Yes. If you create 15 proposals monthly and save 17+ hours each, you’re saving 255+ hours monthly. At $100/hour, that’s $25,500 in time savings versus $200-600 in software costs. Plus 20-45% higher win rates and 70% conversions increase revenue significantly.
Setup and training time are the main hidden costs. Budget 40-80 hours for template development and 8-16 hours per team member for training. Some platforms charge extra for onboarding ($500-2,000), custom integrations ($9/user/month for some), or professional services ($3,000-10,000). Expect 20-30% productivity dip during the first 4-6 weeks of adoption.
Start with monthly to test fit, then switch to annual for 20-40% savings (e.g., Prospero’s 37% discount). Annual billing often unlocks additional features, better support, and minimum user requirements. The savings typically cover implementation costs.
Yes. Integrated e-signatures (compliant with eIDAS, 21 CFR Part 11) eliminate friction and speed up approvals. Clients can review and sign without downloading files or using separate tools. Platforms like PandaDoc and QwilrPay support partial payments and installments, improving close rates and reducing deal cycle time.
Very important. Analytics show when prospects open proposals, which sections they read, how long they spend reviewing, and even forwarding activity. This intelligence, enhanced by AI in 2026 updates, helps optimize content, perfect follow-up timing, and achieve 3x higher engagement.
Most platforms integrate with popular CRMs (HubSpot, Salesforce, Pipedrive), project management tools (Asana, Monday.com), payment processors (Stripe, PayPal, QuickBooks), and more via Zapier. PandaDoc and GetAccept offer the most extensive libraries, including native HubSpot sync and AI Copilot integration in 2026.
Yes. Professional platforms use AES-256 encryption, role-based permissions, and secure sharing with password protection and expiration. Many meet SOC 2 Type II, HIPAA, GDPR, eIDAS, and 21 CFR Part 11 compliance. In 2025, 60% of decision-makers prioritize security over features; platforms like Qwilr and PandaDoc lead with ongoing audits and EU AI Act disclosures.
Yes. Cloud-based platforms support real-time collaboration, AI-powered change tracking, comment systems, approval workflows, and mobile access (75%+ of B2B buyers use devices). Teams can work together on proposals regardless of location, with time-zone alerts, version control, and screen-sharing compatibility for video calls.
Most platforms allow PDF exports of your proposals and templates. However, you lose tracking, e-signature capabilities, and analytics. Check data export policies before choosing a platform to ensure you can retrieve your content if needed, including audit trails and version histories.
Interactive proposals (like Qwilr) see 3x higher engagement with web-based pages, pricing calculators, and live chat, but work best for tech-savvy prospects. Traditional industries often prefer familiar PDF formats. Consider your client base’s comfort level with digital innovation and mobile responsiveness.
Win clients with great proposals, keep them with professional reporting.
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