14-day free trial

Try agency proposal software free for 14 days

Turn an afternoon of proposal writing into minutes. Packages you already sell become a scope table, a signed agreement and a first invoice.

Start free trialSee the full proposals

No card to start. Your trial opens in proposals, with the rest of the platform a click away.

  • Reusable packages and scope tables
  • E-signature on your own domain, no per-envelope fee
  • AI drafts the proposal from your discovery call

What you get

Everything Pro has for proposals, from day one.

The trial is the real thing, not a cut-down version. Bring the whole team and run a live month through it.

Packages and scope tables

Reusable service items assemble into the scope table, priced the way you sell.

AI drafts, you decide

AI reads the discovery call and your packages, picks the ones that fit and writes the note. You review and send.

Native e-signature

Signed on your domain. Signed documents are immutable; revisions are a new version.

Invoice at signature

The first invoice, with pay link, reaches the signer automatically.

Branded share links

Public pages with your look, access codes and view tracking, so you know when it was read.

Templates and blocks

Reusable content keeps case studies and terms consistent across proposals.

How it works

Up and running in an afternoon.

AI drafts the proposal from the discovery call and your packages, with your recommendation pre-selected. Nothing goes out until you have read it.

  1. 01

    Start your trial

    Add the packages you sell and the content you reuse.

  2. 02

    Build or draft the proposal

    Assemble the scope table yourself, or let AI draft it from the call and review the result.

  3. 03

    Send, sign, start

    Send the branded link, take the signature and let the client, project and first invoice follow.

The trial

14 days of Pro. Then $99 a month, only if it earned it.

Pro includes 3 full and 5 contributor seats, then pay only for the people who sign in each month.

  • Every Pro feature for 14 days, no card to start
  • Bring your whole team; seats are free during the trial
  • Keep everything when you subscribe. Nothing is re-entered
  • Import from the tools you use now, with a preview first and one-click undo

Also in your trial

Each tool is useful on its own and better together, because they all read the same client record.

CRMTrack every prospect from first call to signed retainer, in a pipeline that reads as recurring revenue. Free for 14 days, no card.Lead formsPut a form on your site and every submission arrives as a contact, a company and a deal. No spreadsheet in between.InvoicingBill retainers, hours and projects from one client record, with a pay link on every invoice. Free for 14 days, no card.Time trackingKnow whether the client is paying for the hours, not just how long the work took. Free for 14 days, for the whole team.ProjectsRun each client's work as a project that knows its budget, its hours and its invoices. Free for 14 days, for the whole team.

Questions

What does the trial include?

Everything on Pro for 14 days: proposals, e-signature, templates and share links, plus the CRM, projects, time tracking and invoicing on the same client record. No card is needed to start.

How does the AI draft work?

It reads the notes from your discovery call and the packages in your catalog, picks the ones that fit, pre-selects a recommendation and writes a note in the prospect's own words. You review every draft before it is sent.

Is e-signature included?

Yes. Signing is native, on your own domain, and included with no per-envelope fee.

What happens after the client signs?

The client, the project and the first invoice are created from the signed proposal, so nothing is re-typed.

Agency operating software

Start with proposals. Keep the whole system.

14 days free, no card, and every tool you add later reads the same client record.

Start free trialStart with another tool