Marketing agencies often need to turn strategy into a polished, signable proposal without slowing down the pitch. These tools each take a different approach to creating, sending, and tracking proposals. Here are seven options worth knowing in 2026.
How We Picked These Tools
Each tool was selected for its relevance to agency proposal workflows, based on the provided source pages. The list is an unordered set of options, not a quality ranking.
| Provider | Best For |
|---|---|
| Bonsai | Agencies that want proposals connected to client, project, and billing workflows |
| Proposify | Agencies that need branded proposals with tracking and e-signatures |
| Qwilr | Agencies that want interactive, trackable proposals with built-in payments |
| Better Proposals | Agencies that want interactive proposals with built-in follow-up and signing |
| Prospero | Agencies that want customizable proposals with tracking and a pricing catalog |
| Nusii | Marketing agencies that want a streamlined proposal-to-signature workflow |
| Bidsketch | Agencies that want reusable proposal templates with analytics and e-signatures |
The 7 Tools in Focus
#1 Bonsai
A screenshot of the Bonsai website.
Bonsai is a unified platform for service businesses that combines client management, project management, and finance management. Its client management tools include CRM, proposals, contracts, and a client portal, while project management covers tasks, time tracking, and resource planning. For agencies, Bonsai lists marketing as an industry where teams can track campaigns, manage client accounts, and simplify invoicing. It also offers proposal templates and a free trial.
#2 Proposify
A screenshot of the Proposify website.
Proposify is a proposal management platform focused on creating, sending, and tracking branded proposals and quotes. It includes a drag-and-drop editor, templates, AI, automation, and team collaboration tools. Proposify also offers e-signatures, CRM integrations, and real-time engagement insights. It is designed for busy teams that want standardized, on-brand sales documents.
#3 Qwilr
A screenshot of the Qwilr website.
Qwilr turns proposals into interactive web pages that buyers can view, sign, and pay from. It includes an editor, e-signatures, payments, analytics, and automation, plus integrations with CRM and accounting tools. Qwilr lists marketing agencies among the industries it serves and offers a marketing proposal template. It is built for teams that want trackable, interactive sales collateral.
#4 Better Proposals
A screenshot of the Better Proposals website.
Better Proposals focuses on creating interactive proposals that clients open through a web link rather than an attachment. It includes templates, reusable content, digital signatures, and client onboarding forms. The platform also provides tracking so you can see when a proposal is opened and which sections are read. Better Proposals is aimed at teams that want a guided proposal and follow-up process.
#5 Prospero
A screenshot of the Prospero website.
Prospero is a proposal tool with a customizable editor, e-signatures, a content library, and team permissions. It offers real-time tracking, email reminders, and a centralized product and pricing catalog. Prospero also includes a generative AI assistant for creating and improving proposal text and images. It lists marketing among the teams and industries it is built for.
#6 Nusii
A screenshot of the Nusii website.
Nusii is proposal software aimed at marketing agencies, consultants, and service companies. It supports a workflow from discovery call to drafting with AI, review and send, and client signature. Nusii also offers electronic signatures, integrations, and proposal templates. It is designed to help teams send effective proposals faster.
#7 Bidsketch
A screenshot of the Bidsketch website.
Bidsketch is proposal software that helps users create professional proposals with reusable templates, pricing items, content, and designs. It includes electronic signatures, client landing pages, and web-based proposal analytics with instant notifications. Bidsketch also supports optional fees for up-selling and approval messages for next steps. It is positioned for salespeople, sales teams, and anyone closing deals.
Which One Should You Choose?
Consider how your agency builds and sends proposals today. If you need proposals tied to client and billing records, look for a platform that connects those workflows. If branded, trackable documents are the priority, focus on editors, templates, and engagement analytics. For teams that want buyers to sign and pay within the proposal, check for built-in e-signatures and payments. Match the tool to your existing CRM and accounting stack where possible.
Final Thoughts
These seven tools each address a different part of the agency proposal process, from creation and branding to tracking, signing, and payment. None is presented as a better or worse choice; the right fit depends on how your agency works and what you need proposals to do.
Know a company that belongs on this list? Email us at editorial@peekwire.com.