Proposal software for marketing agencies
The fastest way to grow an agency is to shorten the gap between yes and started. Verbial builds the proposal from the packages you already sell, puts your agreement behind it, takes the signature on your own domain, and turns the signed deal into a client and a first invoice, so a win becomes revenue the same day instead of next week.
14-day trial. No card, no sales call. Your workspace is ready in a few minutes.
A proposal is the start of delivery. In a separate tool, someone re-types it three more times before work begins.
- Yes turns into started. The signature creates the client, the project and the first invoice, so delivery begins with the right numbers.
- Send more proposals, faster. Reusable packages and your standard terms mean a strong proposal takes minutes, not an afternoon.
- It looks like your agency. Branded, signed on your own domain, and you can see when the client opened it.
Add the CRM and every proposal starts from the deal's value and term. Invoicing is in every plan, so the first invoice is created at signature.
What it does
Packages and scope tables
Reusable service items with pricing types assemble into the scope table.
Agreements from clauses
Admins own the contract prose per brand. Sales fills in the blanks.
Native e-signature
Signing happens on your domain, with signature fields placed by the renderer. A signed document is immutable. Revisions are a new version.
Invoice at signature
The first invoice, with a pay link, goes to the signer automatically.
Public share links
Branded pages with access codes, view tracking and conversion events.
Templates and blocks
Reusable content keeps the team consistent and fast.
Which plans include proposals?
| Plan | From | Proposals |
|---|---|---|
| Free | $0/mo | Included |
| Starter | $79/mo | Included |
| Growth | $249/mo | Included |
| Scale | $649/mo | Included |
Annual billing is about 17% lower. Configure your price.
Works with
- CRM: Add proposals and a won deal becomes a signed agreement and a first invoice without leaving the record.
- Invoicing: Add time tracking and hourly invoices pull from approved entries. Delete a line and the entries return to unbilled.
- HubSpot alternative for marketing agencies
- PandaDoc alternative for marketing agencies
- Replace HubSpot, Harvest and PandaDoc with one system
- Blended rate, defined
- Scope creep, defined
- Retainer vs project vs hourly billing, defined
- Integrations
Questions
What should a marketing agency proposal include?
Scope by service and department, the billing model (retainer, project or hourly), the monthly amount and term, what happens on overage, deliverables and timelines, and the agreement terms. Verbial renders all of that from packages and clauses so the proposal, contract and invoice always agree.
Is e-signature included?
Yes. Signing is native, on your own domain, and included in every plan. There is no per-envelope fee.
Can the client request changes after we send it?
Yes. Admins can revise the contract for one deal and resend. The previous signing session is voided so a stale document can never be completed.
Agency operating software
Start with proposals. Add the rest when it earns its place.
See the operating software that agencies built to scale themselves.
14-day trial. No card, no sales call. Your workspace is ready in a few minutes.