Write it once. Reuse it every time.
Templates for each kind of work, a library of sections you trust, and variables that fill in names and dates. Most proposals start most of the way there.
A library of your best sections
Keep your about-us, process, case studies, packages and terms in one library. Drop them into any proposal, and keep them up to date in one place.
- Text, timelines, pricing, tables, video and more
- Rich text: bold, italic, underline, links and lists
- Reorder sections by dragging
Variables that fill themselves in
Write {client.company}, {sender.firstName} or {proposal.validUntil} anywhere, or make your own like {project.start}. Values are set in the editor or through the API, and a proposal can't be sent with one left empty.
- Built-in client, sender and proposal variables
- Your team's own variables
- Values frozen at the first signature
Templates with guidance built in
Templates can carry guidance notes for whoever's writing: what to put in this section, what not to promise, which case study fits which client. They're shown in the editor and never sent.
Starter templates
New workspaces start with ready-made templates, including a project proposal, a monthly retainer and a quick quote, and a few library items to build on. They're ordinary copies: change them or delete them.
- Project proposal: discovery, first draft, revisions and handover
- Monthly retainer: a recurring fee with extra hours as an option
- Quick quote: the work and the price, for small jobs
Need to start from something else? Duplicate any past proposal.
Frequently asked
Does PitchMagpie come with proposal templates?
Yes. New workspaces include starter templates such as a project proposal, a monthly retainer and a quick quote, which you can change or delete.
Can I reuse sections across proposals?
Yes. Save sections to your library and drop them into any proposal or template.
What are variables?
Placeholders like {client.company} that are filled in automatically. You can add your own, and a proposal can't be sent while one has no value.
Your next proposal, read properly.
Build it from what you already have, send a link, and see what happens next.