Agency proposals, without the scramble.
Give everyone who writes proposals the same templates, the same up-to-date sections and the same pricing, and see the whole pipeline in one place.
One library for the whole team
Case studies, process, team bios, packages and terms live in a shared library. When the terms change, they change everywhere. Templates carry guidance notes so new starters write like your best account lead.
- Shared templates and library
- Guidance notes in templates
- Owners, editors and approvers
Nothing goes out unchecked
Turn on approvals and proposals wait for an approver before they reach a client. Variables mean a proposal can't go out with a client's name missing.
- Approval before sending
- Required variables
- Valid-until dates
A pipeline you can actually see
The dashboard shows every proposal's status and who's reading what, live. Slack or Teams gets the news as it happens, and won proposals can draft a Xero invoice.
- Live activity across the workspace
- Slack and Microsoft Teams
- Xero invoices on a win
Proposals that match the pitch
For an agency, the proposal is part of the pitch. PitchMagpie pages are clean and editorial, work as well on a phone as on the big screen in a client's meeting room, and the emails that deliver them carry your logo and accent colour.
Several stakeholders, one proposal
Agency deals rarely have one decision-maker. Send the proposal to the marketing lead, the founder and finance, each with their own link. Set who signs, in what order, and who just gets a copy, and see which of them has actually read it.
Frequently asked
Can several people in the agency work on proposals?
Yes. Workspaces have owners, editors and approvers, and everyone shares the templates and library.
Can proposals be approved before they're sent?
Yes. Turn on approvals in workspace settings and proposals wait for an approver.
Can I use our own branding?
Yes. Add your logo and accent colour in workspace settings and they're used in the emails your clients receive.
Your next proposal, read properly.
Build it from what you already have, send a link, and see what happens next.