Fast, and nothing to manage
A workspace with one person in it. Reuse your own sections, send, and let reminders do the chasing.
- Quick quote and project templates
- Duplicate a past proposal
- Deposits into your own Stripe account
Use cases
Built for people who win work with a proposal.
If your work starts with a scope, a timeline and a price, PitchMagpie fits. Here's how different teams use it.
By kind of business
Find your starting point.
Agencies
Shared templates, approvals before sending, and a live pipeline for the whole team.
Read more →Design studios
Proposals as considered as your portfolio, with extras clients add themselves.
Read more →Freelancers
Quote in minutes, get signed, and take the deposit before you start.
Read more →Consultants
Scope, fees and the questions you need answered, on one page.
Read more →By team size
One tool, whatever the size of the team.
The same proposal page goes to every client. What changes as you grow is how many people write proposals, and how much you want to check before they go out.
Everyone writes the same way
Shared templates with guidance notes, and a library where the current terms and prices live.
- Owners and editors
- Shared library and templates
- Live activity for the whole team
Checked before it's sent
Approvers look over proposals before they reach a client, and news goes to the channel your team already watches.
- Approval before sending
- Slack and Microsoft Teams
- Xero, the API and webhooks
By kind of work
Projects, retainers and quick quotes.
New workspaces start with templates for the three shapes most service work takes. They're ordinary copies: change them, or start your own.
Project proposals
Discovery, first draft, revisions and handover, each with its own timeline and price. Clients add the optional extras they want, and see the total move as they do.
- Timelines and phased pricing
- Optional items and discounts
- A deposit on signing
Retainers
A monthly fee alongside one-off setup costs, with extra hours offered as an option. The deposit is worked out from the upfront part only.
- Monthly and one-off prices side by side
- Extra hours as an optional item
- Support terms that appear only when chosen
Quick quotes
For small jobs: the work and the price, nothing else. Variables fill in the client and the dates, so it's ready to send in minutes.
- One short template
- Variables for names and dates
- Signed on the same page
More trades
If you quote for it, it fits.
PitchMagpie isn't tied to one industry. These are some of the other kinds of business it suits.
Web and software developers
Phased builds with discovery, delivery and support, and a deposit before the first sprint.
Marketing and PR
Campaign proposals with optional channels, and monthly retainers that renew.
Video and photography
Shoot days, edits and usage as separate lines, with extras clients can add.
Architects and interior designers
Staged fees with a timeline, and sign-off from everyone who needs to give it.
IT and managed services
Setup fees and monthly support on one page, with the terms shown only for what's chosen.
Copywriters and content
Quick quotes for single pieces, and packages for ongoing work.
Trainers and coaches
Programmes with optional sessions, and the start date collected with the signature.
Event planners
A timeline to the day itself, options for each part, and a deposit to secure the date.
Bookkeepers and accountants
Engagement proposals for monthly services, signed with a full audit trail.
Questions
Frequently asked
What kinds of business use proposal software?
Any business that wins work with a written scope and price: agencies, studios, freelancers, consultants, developers, and trades such as architecture, events and IT services.
Is PitchMagpie only for agencies?
No. A workspace can be one freelancer or a whole agency. The proposal your client sees is the same either way.
Can I use PitchMagpie for retainers as well as projects?
Yes. Mix monthly and one-off prices in the same proposal, offer extra hours as an option, and take a deposit on the upfront part.
Do I have to use the starter templates?
No. They're ordinary copies you can change or delete, and you can build your own templates from scratch or from any past proposal.
Your next proposal, read properly.
Build it from what you already have, send a link, and see what happens next.