Drafted by AI

Proposal software for marketing agencies

Every day a proposal takes to write is a day the prospect cools off. Send a polished proposal in minutes, see who keeps coming back to it and start billing the day they sign.

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Why it matters

A proposal is the start of delivery. In a separate tool, delivery never hears what was sold.

Yes turns into started.

Their approval creates the client, the project and the first invoice.

Send more proposals, faster.

Reusable packages and standard terms turn an afternoon into minutes.

It looks like your agency.

Branded pages, your logo and colors, and you see when it was opened.

Add the CRM and every proposal starts from the deal's value and term.

What you get

Proposals in minutes

AI drafts from the call and your offers. You review and send.

Consistent every time

Your standard offers keep every proposal accurate and on-brand.

Contract terms you control

Leadership owns the legal language. Sales fills in the details.

Approved on your brand

Clients review and accept on a page that looks like your agency, not a third-party tool.

Paid from day one

The first invoice reaches the client the moment they accept.

Know when they are ready

See who keeps coming back and what they read, and hear when a lead turns hot.

Proposal analytics

Strike while the iron is hot.

Every proposal reports back. Your reps see which leads keep returning and how they engage with it, so they call while the prospect is still deciding.

3xCoinbound and Clickstrike tripled their proposal close rates after switching to Verbial.

See who keeps coming back

Leads that return to a proposal again and again rise to the top of the rep's list.

Know what caught their eye

See which sections and offers each prospect read, so the follow-up talks about what they care about.

Hear the moment it turns hot

Reps get an alert right away, with a follow-up draft ready to review and send.

See proposal tracking →

Compared

Proposals in Verbial vs PandaDoc

A proposal tool ends when the client says yes. For an agency that yes is the start of delivery, and a separate tool means delivery never hears what was sold.

CapabilityVerbialPandaDoc

Cost of signingIncluded, no per-envelope feePriced per seat, envelope limits

Where they say yesYour branding throughoutThe vendor's domain

What their yes createsClient, project and first invoiceA PDF

Where the scope goesInto the retainer allocation your team works againstNowhere

Contract proseClause library owned by adminsTemplate documents

DraftingAI drafts from the call and your package catalogTemplate variables

See the full PandaDoc comparison →

Plans

Build a stronger agency.

Start with Starter, or talk to us about Growth and Enterprise.

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Works with

Better together, and nothing falls between them.

3 deals won todayCRMAdd proposals and a won deal becomes an accepted proposal and first invoice. Nothing falls between.See the CRM →Paid · $26,000InvoicingAdd time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.See invoicing →85% of retainerTime trackingAdd invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.See time tracking →

Common questions

What should a marketing agency proposal include?

Scope by service and department, billing model, monthly amount and term, overage terms, deliverables and the agreement. Verbial renders it all from packages and clauses, so proposal, contract and invoice always agree.

Can reps see how prospects interact with a proposal?

Yes. Reps see who opened a proposal, how often they come back and which offers they looked at. A prospect opening it three times within two days, or clicking Proceed, alerts the rep right away. Your own team's previews never count.

Can the client request changes after we send it?

Yes. Admins revise the contract for that deal and resend; the old signing session is voided so a stale document can never be completed.

Start with proposals. Add the rest when it earns its place.

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