Buyer’s guide · updated May 15, 2026
Best proposal software for agencies in 2026.
For most agencies in 2026, PropCraft is the strongest pick if you want flat per-workspace pricing and a real free tier; PandaDoc is the safest all-in-one if you also handle contracts; Proposify is the design-led agency favorite; Qwilr is best for interactive premium web proposals. The right choice depends on team size, document mix, and how much of the closing loop you want in one tool.
At a glance
8 tools, ranked
| Rank | Tool | Best for | Pricing |
|---|---|---|---|
| 01 | PropCraftThis is us | Independent agencies that want flat pricing, no per-seat math | Free for 3 proposals. Pro at $19/workspace/month. |
| 02 | PandaDoc | Scaling agencies that also handle contracts, NDAs, and invoices | $19/user/mo (Starter) to $49/user/mo (Business). |
| 03 | Proposify | Design-led agencies that win on presentation polish | $19/user/mo (Free Plan) to $49/user/mo (Premium). |
| 04 | Qwilr | Premium consultancies pitching interactive web proposals | $35/user/mo (Business) to $59/user/mo (Enterprise). |
| 05 | Better Proposals | Small agencies and freelancers who want speed over depth | $19/user/mo (Starter, 5 sends) to $49/user/mo (Enterprise). |
| 06 | Storydoc | Agencies pitching with deck-like scrollable presentations | $40/user/mo (Starter) to custom (Enterprise). |
| 07 | GetAccept | Sales-led agencies that pitch with video | $39/user/mo (Professional) and up. |
| 08 | HoneyBook | Boutique creative studios and solo consultants | $19/mo (Starter) to $79/mo (Premium). |
Sources: public pricing pages and product documentation, last reviewed May 15, 2026.
The full breakdown
Each tool, in detail
01. PropCraft
Our pickBest for: Independent agencies that want flat pricing, no per-seat math
PropCraft is around $19/workspace flat vs PandaDoc’s per-user pricing. $19 per workspace per month covers unlimited proposals for the entire team, regardless of seat count. Each proposal becomes a branded public link the client reads, signs, and pays through, with view tracking, typed-name e-signature, and Stripe Connect deposits built in. A free tier of three full proposals lets agencies win a deal before paying anything.
Strengths
- Flat $19 per workspace per month (unlimited users)
- Real free tier: 3 full proposals with signature and payment
- Stripe Connect for direct payouts, no platform fee
- Section-level view tracking with live activity feed
- AI draft from a brief on Pro, brand kit auto-applied per workspace
Weakness
Smaller template library than competitors (8 system templates vs 100+) and no live chat support today.
Pricing
Free for 3 proposals. Pro at $19/workspace/month.
02. PandaDoc
Visit PandaDocBest for: Scaling agencies that also handle contracts, NDAs, and invoices
PandaDoc is the broadest document automation platform on this list. Beyond proposals, it covers contracts, NDAs, MSAs, order forms, and HR documents in one product. Excellent CRM integrations (Salesforce, HubSpot, Pipedrive) make it the safe pick for sales-led agencies. Pricing is per user, so cost scales with team size: $19 per user per month at the Starter tier, $49 per user per month for the practically usable Business tier.
Strengths
- Most complete document automation platform
- Strong Salesforce, HubSpot, Pipedrive integrations
- Multi-party signing with explicit signing order
- Mature content library for reusable sections
Weakness
Per-user pricing punishes small teams. A 5-person agency pays $95-$245 per month versus $19 on a flat-priced tool.
Pricing
$19/user/mo (Starter) to $49/user/mo (Business).
03. Proposify
Visit ProposifyBest for: Design-led agencies that win on presentation polish
Proposify is the agency-favorite for branded, design-forward proposals. Its template library and content blocks are built around how creative shops actually pitch. Approval workflows, content libraries, and proposal analytics are all polished. Pricing is per user, starting around $19 per user per month, with a Premium tier for larger teams.
Strengths
- Best-in-class design control and template library
- Internal approval workflows for multi-stage agency pitches
- Strong analytics with section-level engagement
- HubSpot and Salesforce integrations
Weakness
Editor speed can lag newer AI-native tools, and pricing scales per user.
Pricing
$19/user/mo (Free Plan) to $49/user/mo (Premium).
04. Qwilr
Visit QwilrBest for: Premium consultancies pitching interactive web proposals
Qwilr turns proposals into beautiful, interactive web pages with embedded video, ROI calculators, pricing configurators, and Stripe payments. Best for agencies and consultancies whose pitch quality is part of the differentiation. Modern editor, mobile-responsive output, and Calendly embeds. Per-user pricing starting at $35 per user per month on Business.
Strengths
- Most polished interactive web-based proposals
- Native ROI calculators and pricing configurators
- Embed video, Calendly, and any iframe
- CSS-level brand control for design-forward agencies
Weakness
Higher learning curve and longer per-proposal authoring time. No free tier, trial-only.
Pricing
$35/user/mo (Business) to $59/user/mo (Enterprise).
05. Better Proposals
Visit Better ProposalsBest for: Small agencies and freelancers who want speed over depth
Better Proposals is the lightweight, fast-to-launch option in this category. 200+ templates across industries, simple builder, live chat support on every plan. Pricing starts at $19 per user per month with a 5-send cap at Starter, scaling to $49 per user per month for unlimited sends. A favorite among small teams that want to ship a proposal in under 30 minutes.
Strengths
- Fastest setup of any tool here
- Largest template marketplace on this list (200+)
- Live chat support on every plan
- Clean, opinionated UX
Weakness
Send caps on the Starter plan and per-user pricing add up for small teams sending often.
Pricing
$19/user/mo (Starter, 5 sends) to $49/user/mo (Enterprise).
06. Storydoc
Visit StorydocBest for: Agencies pitching with deck-like scrollable presentations
Storydoc is positioned between proposal software and presentation software. It turns proposals and pitches into interactive, scrollable web pages that feel like high-end decks. Excellent for agencies whose pitch is more presentation than document. AI-assisted editing, real-time engagement tracking. Pricing starts at $40 per user per month.
Strengths
- Scrollable, deck-style proposal format
- AI-assisted content generation built in
- Real-time engagement and time-on-section tracking
- Strong analytics for pitch teams
Weakness
Less focused on the e-signature plus payment workflow than the proposal-first tools above.
Pricing
$40/user/mo (Starter) to custom (Enterprise).
07. GetAccept
Visit GetAcceptBest for: Sales-led agencies that pitch with video
GetAccept layers video messaging and live buyer engagement on top of proposal sending. Useful for agencies doing remote pitching that want a personal touch without scheduling another call. Built-in e-signature, document tracking, and chat with the buyer inside the proposal. Per-user pricing starting around $39 per user per month.
Strengths
- Native video messages embedded in proposals
- Real-time chat with the buyer inside the document
- Sales engagement features (reminders, automated follow-ups)
- Strong tracking and analytics
Weakness
Sales-engagement orientation can feel heavy if you just want to send a clean proposal.
Pricing
$39/user/mo (Professional) and up.
08. HoneyBook
Visit HoneyBookBest for: Boutique creative studios and solo consultants
HoneyBook bundles proposals with invoicing, client management, and scheduling in one tool. Aimed at photographers, social media studios, and solo creative consultants who want one app for the entire client lifecycle. Less powerful as a pure proposal tool, but unbeatable if your alternative is stitching together a proposal builder, an invoicing tool, and a CRM separately.
Strengths
- All-in-one: proposals, invoices, contracts, client CRM
- Strong workflow automation for solo operators
- Mobile-first for client communication
- Good fit for service businesses, not just agencies
Weakness
Not built for larger agency sales pipelines or complex multi-stakeholder pitches.
Pricing
$19/mo (Starter) to $79/mo (Premium).
Decision guide
How to choose for your agency
You are a 1 to 10 person agency
PropCraft. Flat per-workspace pricing means the team pays $19 per month total, not $19 to $245 per month on per-seat tools.
You want the best presentation polish
Qwilr or Proposify. Both invest heavily in design surface area. Qwilr leans interactive, Proposify leans branded.
You also need contracts and NDAs in one tool
PandaDoc. The broadest document automation platform on this list.
You pitch with scrollable presentations
Storydoc. Sits between proposal software and presentation software.
You want the fastest possible setup
Better Proposals. 200+ templates, simple builder, live chat support.
Your sales motion is video-led
GetAccept. Native video messages and live buyer engagement.
Frequently asked
Common questions about proposal software for agencies
What is the best proposal software for agencies in 2026?
For most independent agencies, the strongest options are PropCraft (flat per-workspace pricing, real free tier, two-sided exposure), PandaDoc (broadest document automation), Proposify (design-led agency-focused), and Qwilr (interactive premium proposals). The right choice depends on whether you want flat pricing, presentation polish, multi-document workflow, or interactive web pages.Which proposal software has a real free plan?
PropCraft has a permanent free plan covering three full proposals including signature and Stripe payment. Most competitors offer trial-only access. Better Proposals has a low-priced Starter at $19 per user per month but caps the user to 5 sends. PandaDoc has a free e-sign tier but not a free proposal tier.Which proposal software is cheapest for a 5-person agency?
PropCraft at $19 per workspace per month flat is the cheapest option for any team larger than one seat. A 5-person agency pays $19 on PropCraft versus $95 to $245 on PandaDoc, $95 to $245 on Proposify, and $175 on Qwilr Business. Flat per-workspace pricing in a per-seat category is the largest pricing wedge in 2026.Does the client need to create an account to sign a proposal?
No, on any of the modern web-based tools (PropCraft, Qwilr, Better Proposals, Storydoc, Proposify). The client opens the public link, scrolls through, types their full name, and confirms. Signature is captured with an IP and timestamp audit trail. PandaDoc supports both account-less signing and account-based signing depending on the workflow.How does inline client payment work?
PropCraft, Qwilr, PandaDoc, and Better Proposals all support inline payment blocks inside the proposal. PropCraft uses Stripe Connect to route funds directly from the client to the agency’s bank account without holding the money or taking a platform fee. PandaDoc and Better Proposals support Stripe, PayPal, and GoCardless. Qwilr supports Stripe with a platform fee on the lower tier.Which tool should a design agency pick?
For pure design-first agencies that win on presentation, Qwilr or Proposify are the strongest fits. If the agency cares more about flat pricing and a simple closing loop, PropCraft is the better economic choice with the brand kit applying logo and colors automatically.