For agencies
Proposal software built for agencies
Marketing, design, and digital agencies live and die on proposals. Create My Proposal gives agency teams a faster way to scope new work, propose retainers, and close clients without the formatting headaches.
- — InDesign proposals that take days to update
- — Disconnected scope, pricing, and SOW docs
- — No way to upsell after approval
- — Clients ghost after PDF is sent
- ✓ Drag-and-drop sections — no design tool needed
- ✓ Tiered pricing (good/better/best) in one proposal
- ✓ Upsell additional scope as addendums
- ✓ Live notifications when clients re-open the proposal
Your proposal workflow
- 1
Pick a proven industry template and add your branding.
- 2
Customize scope, line items, milestones, and terms in minutes.
- 3
Send a secure approval link by email or WhatsApp.
- 4
Get notified the moment your client opens and approves it.
- 5
Export to PDF or push the deal into your CRM.
Templates for agencies
Editable templates ready to send.
Frequently asked questions
Can I show good/better/best pricing?+
Yes. Stack pricing tables in separate sections and let the client pick.
Can my team collaborate on a proposal?+
Yes. Invite teammates to your workspace and edit together.
Can I white-label?+
On paid plans, you can remove the 'Created with Create My Proposal' footer.
Built for agencies. Free to start.
Free forever for solo operators. No credit card required.
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