Win more of the pitches you pay for
Send the credentials, the scope and the retainer in one branded link that anyone running new business at your agency can build from.
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Rated on G2 for proposals and document generation
Pitch the work and price the retainer in one page
Build the creds deck once
Your case studies, team bios, process and rate card live as saved blocks anyone can drop into a pitch.
Only admins can edit templates, and they choose who can view or edit each one, so every pitch starts from the version the agency agreed on.
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Retainer and project fee, one document
Present scope as packages the client picks one of, or as workstreams they select and deselect themselves. Optional extras sit behind a checkbox and the total updates as they tick them.
Retainers run as recurring costs, monthly or annual, so the ongoing fee and the project fee sit in the same document.
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Know which section lost them
Qwilr emails you the first time the client opens the page, so the follow-up lands while the pitch is still fresh.
Read time block by block shows whether they reached the scope or stopped at the creds. Email verification asks each reader to confirm who they are, so you can see which side of the client team is reading and pitch the next call at the right person.
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Signed, with the first invoice paid
The client signs in the page, and QwilrPay takes a deposit or the first month through Stripe. Set it as a flat fee or a percentage of the total.
On acceptance the page locks and cannot be reversed, deleted or edited. The audit trail records the acceptor's name, email and company.
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How Clum Creative went from 12 sales steps to four
Clum Creative is a video production agency in Cleveland that started as a one-person shop. Its proposals were printed, signed, scanned and emailed, and the client did the same. A video agency couldn't even show its own work in them.
Now every proposal is a page with the reel built in. The team sends around 80 a month, each person edits and sends their own without waiting on a designer, and the 12-step sales process is down to four. The sales cycle is 65 percent shorter, and revenue has grown four times over.
"My business has gone from 400k to $2 million since starting using Qwilr, and I give a lot of the credit to Qwilr."
Mike Clum, Founder of Clum Creative
Read the Clum Creative story
Connected to your CRM, with payment in the page
Agencies run their new business through a CRM, and Qwilr connects to HubSpot, Salesforce, Pipedrive, Zoho CRM and Microsoft Dynamics 365, so deal data flows into the proposal instead of being typed in again.
QwilrPay, powered by Stripe, handles the money side. A project can take a deposit upfront as a flat fee or a percentage of the total, so the work starts without an invoice chase.
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Worth reading next
Guides from the Qwilr blog for agency new business teams.
How to structure your agency's fees
Retainer, project, value-based and hybrid, and what each one does to your margin.
When "send me a proposal" is draining you
Why unqualified proposal requests cost more than they look like they do, and how to handle them.
Hyper-personalised proposals are eroding margins
The case for reusable blocks over starting every pitch from scratch.
The proposal follow-up funnel
Automation tactics for agencies chasing pitches that have gone quiet.
Questions agencies ask
Proposal software for marketing agencies produces the document you send to win an account: the approach, the scope, the deliverables, the fee and the terms, with signature inside the document. Digital, creative, performance, PR and video production agencies use it so the credentials, the scope and the retainer go out as one branded page that shows them what was read. You can start from a marketing agency proposal template.
Yes. Costs can be one-off or recurring, monthly or annual, so the ongoing retainer and the upfront project sit in one document under one signature. Optional workstreams sit behind a checkbox and the total updates as the client ticks them, and what they selected is what lands on the record. Our guide to agency pricing models covers how to structure each fee type.
It earns its place once more than one person is pitching. A solo freelancer can use it, but the features that matter most are the ones a team needs: one template everyone sends, locked blocks only an admin can change, and a view of which pitches are live. See how Qwilr works for teams.
A change of scope goes out as its own page with its own acceptance, so it doesn't get lost in an email thread. A page carries one accept block, and once accepted it cannot be reversed, deleted or edited, so the original scope stays intact. Agencies running phased or retained work tend to set each phase up this way from the start, often from a retainer agreement template.