Proposals that
win clients,
not waste time.
Proposals that write themselves. Pick your services and send a branded proposal in 60 seconds. Marketing proposal software made for agencies.
Your first proposal is free. No credit card required.
How it works
Marketing proposal software:
from website scan to sent in under 3 minutes
Enter your agency website or connect your HubSpot account. Propopad handles the rest: branding, services, pricing, and a complete proposal ready to send.
Scan your website or connect HubSpot
Enter your URL and Propopad extracts your services, branding, testimonials, and contact details. Or connect HubSpot to import your existing clients and open deals in seconds.
Pick from your service library
Select services from your pre-built library. Pricing, deliverables, scope, and timeline are already set. You only configure them once. Every proposal after reuses the same modules.
Send, track, close
A complete branded proposal is generated instantly: cover page, executive summary, pricing, terms, and e-signature. Share via link, track when clients view each section and what they spend time on. Get notified when they accept, and track the engagement from there.
What you get
Everything a marketing agency needs
to close deals faster
No clunky page builders. No starting from scratch. Marketing proposal software that gives you fast, professional proposals, making your agency look like a much bigger operation. Proposal automation software designed for agencies, not enterprise sales teams.
30 reusable service modules: set up once, use forever
Set up your services with pricing, deliverables, and scope once. Every future proposal reuses them automatically. What used to take 30 minutes now takes 60 seconds. Covers SEO, branding, web design, social media, paid ads, and more.
Branded proposal templates
Your logo, your colors, your identity. Four professional templates that make every proposal look premium. Customize colors and fonts to match your brand exactly.
Executive summary that writes itself
Based on your selected services and client context, the executive summary is drafted automatically. Built-in proposal automation handles the writing. Edit it or generate a new version with one click.
HubSpot & Pipedrive integration
Import clients from your CRM, create proposals from open deals, and sync proposal status back automatically. Your pipeline stays in sync without manual updates.
Interactive pricing with bundles
Create service bundles with savings. Clients see individual prices and the discount. Pricing tables calculate totals automatically: fixed, monthly, and mixed.
Retainer, project, and mixed proposals: all in one
Most proposal tools force you to pick: project or retainer. Agencies don’t work like that. Propopad handles fixed-price projects, monthly retainers, and mixed proposals that combine both. For example, a $15,000 website build plus $3,000/mo SEO retainer. Set retainer durations per service, and pricing calculates automatically.
E-signatures, proposal tracking, and follow-ups
Clients sign directly in the proposal. Track when they open it, which sections they read, and how long they spend on each. Get notified the moment they accept. Automated follow-up reminders keep stalled proposals moving.
Timeline generation
Project phases are calculated from your selected services: discovery, strategy, build, launch. Start dates, durations, and dependencies mapped automatically.
Client engagement tracking
Won the deal? Track the engagement from proposal to delivery. Monitor retainers, project milestones, renewals, and upsell opportunities, all from one dashboard. Know which clients are due for renewal before they even ask.
Pipeline dashboard
See all proposals in one place: draft, sent, viewed, won, lost. Track your win rate, pipeline value, and average deal size at a glance.
CRM Integration
The HubSpot proposal integration
your agency has been waiting for
Connect your HubSpot or Pipedrive account in one click. Import your clients, create proposals from open deals, and watch your CRM update automatically as proposals move through your pipeline.
No more copying client details between tools. No more manually updating deal stages after sending a proposal. Propopad and your CRM stay in sync automatically.
- Import contacts and open deals from your CRM
- Create proposals from HubSpot deals with one click
- Deal stages update automatically when proposals are sent, viewed, or accepted
- Proposal links and activity notes appear on your CRM timeline
- Works with HubSpot’s free CRM. No paid plan required
Why Propopad
The agency proposal builder
that replaces blank pages
Most marketing proposal software is built for large sales teams. However, Propopad is built for smaller agencies, where the founder or account manager writes proposals between client calls.
In addition, most proposal tools start with a blank page. Propopad starts with 30 pre-built marketing service modules: SEO, branding, web design, social media, content, and more. As a result, you customize the pricing once, and every proposal after that is just selecting which services the client needs.
Because of this, you don’t need 30 minutes and a design degree to send a proposal. Set up your services once, and every future proposal is a 60-second job.
- 30 pre-built service modules for marketing agencies
- Website scan sets up your account in seconds
- Executive summary, timeline, and pricing, all auto-drafted
- Proposal tracking: see who opened, what they read, when they are ready
- Client engagement tracking: retainers, renewals, upsells
- Service bundles with automatic discount calculation
- Retainer, project, and mixed pricing in one proposal
- HubSpot & Pipedrive integration for your existing pipeline
- No per-seat pricing. Flat rate for your whole team
Pre-built service modules for
SEO Strategy Social Media Management Brand Identity Website Design Content Marketing Paid Ads (PPC) Email Marketing Brand Messaging Landing Pages AI Search Optimization Analytics Setup Influencer Marketing Video Production E-Commerce Reputation Management Website Maintenance30 modules included. Customize pricing and scope, or create your own.
How we compare
Propopad vs. other marketing proposal software
Built for one thing: helping marketing agencies create and send proposals fast, with your CRM connected.
| Feature | Propopad | Better Proposals | Proposify | PandaDoc |
|---|---|---|---|---|
| Built for marketing agencies | Yes, exclusively | General purpose | General purpose | General purpose |
| Website scan onboarding | Yes, auto-setup | No | No | No |
| HubSpot integration | Native: deals, contacts, stages | Basic | Yes | Yes |
| Pre-built marketing services | 30 included | Templates only | Templates only | Templates only |
| Executive summary generation | Automatic | Manual | Manual | AI assist (extra) |
| E-signatures | Built-in | Add-on ($10/mo) | Yes | Yes |
| Timeline auto-generation | Yes | No | No | No |
| Import deals from CRM | Yes, as draft proposals | No | No | Partial |
| Time to first proposal | Under 3 minutes | ~30 minutes | ~1 hour | ~1 hour |
| Proposal tracking & analytics | Views, sections read, time spent | Basic opens | Views & notifications | Views & notifications |
| Client engagement tracking | Built-in: retainers, renewals, upsells | No | No | No |
| Interactive pricing (client toggles services) | Yes: toggles and packages | No | No | Limited |
| Retainer & mixed pricing proposals | Fixed, monthly, or both combined | Basic monthly | Manual setup | Manual setup |
| Starting price | Free | $19/mo per user | $19/mo per user | $19/mo per user |
See the full comparisons: Proposify alternative, PandaDoc alternative, and Qwilr alternative.
Also compared to: Qwilr, HoneyBook, Bidsketch, Nusii, GetAccept, Prospero, Oneflow, and Canva proposals
Pricing
Simple pricing. No per-seat fees.
Your whole team included.
Pay for what you need, not how many people use it. Every plan includes your whole team at a flat monthly rate. No per-user fees, no surprises.
Pro
For growing agencies
$39/mo
$59/mo · billed annually
- 5 users
- 40 proposals/month
- All templates
- PDF export
- E-signatures
- Color customizer
- Full analytics
- Interactive proposals (Advanced)
- HubSpot & Pipedrive client import
- HubSpot & Pipedrive deal sync
- Engagement tracking & follow-ups
- Full branding
Starter
For solo users and small teams
$19/mo
$29/mo · billed annually
- 2 users
- 10 proposals/month
- Classic + 1 premium template
- PDF export
- E-signatures
- Color customizer
- Basic analytics
- Interactive proposals (Standard)
- HubSpot & Pipedrive client import
- No watermark
Business
For established agencies
$69/mo
$99/mo · billed annually
- Unlimited users
- Unlimited proposals
- All templates
- PDF export
- E-signatures
- Color customizer
- Full analytics
- Interactive proposals (Advanced)
- HubSpot & Pipedrive client import
- HubSpot & Pipedrive deal sync
- Engagement tracking & follow-ups
- Full branding
FAQ
Common questions about marketing proposal software
How does the HubSpot integration work?
Connect your HubSpot account with one click during onboarding or from Settings. Propopad imports your contacts and open deals, creates draft proposals from your pipeline, and syncs proposal status back to HubSpot automatically. Deal stages update when proposals are sent, viewed, or accepted. Works with HubSpot’s free CRM.
How long does it take to create a proposal?
After initial setup (about 3 minutes thanks to website scanning), each new proposal takes under 60 seconds. Select your client, pick services, and hit build. Propopad’s proposal automation software generates a complete proposal with cover page, executive summary, scope, timeline, pricing, terms, and signature block.
Can I import my clients from HubSpot or Pipedrive?
Yes. When you connect HubSpot or Pipedrive, you can import all your contacts with one click. Open deals can be imported as draft proposals so you can start sending immediately. Both CRM integrations work on all paid plans, with deal sync available on Pro and Business.
What services does Propopad support?
Propopad comes with 30 pre-built service modules covering what most marketing agencies offer: SEO, social media, brand identity, website design, content marketing, paid ads, email marketing, AI search optimization, video production, and more. Customize pricing or create your own services.
Is there per-seat pricing?
No. Every Propopad plan includes your whole team at a flat monthly rate. Starter includes 2 users, Pro includes 5, and Business is unlimited. Competitors like Proposify, Better Proposals, and PandaDoc charge per seat, which gets expensive fast for growing agencies.
How is Propopad different from Proposify or PandaDoc?
Proposify and PandaDoc are general-purpose tools. You start with a blank template and build everything yourself. Propopad is marketing proposal software specifically. It scans your website, comes with 30 pre-built service modules, auto-generates your executive summary and timeline, imports your HubSpot pipeline, and produces a complete proposal in under a minute instead of 30+ minutes.
Do clients need a Propopad account to view proposals?
No. You share a secure link. Clients open the proposal in their browser. No downloads, no accounts needed. They can review everything, accept or decline, and sign electronically directly in the proposal.
Is Propopad free?
Yes: create, edit, and send your first proposal completely free. The free plan includes one active proposal with the Classic template. To create more proposals, access premium templates, CRM integration, and remove Propopad branding, plans start at $19/month for your entire team.
What is the best proposal app for HubSpot free CRM?
Propopad works with HubSpot’s free CRM plan. No paid HubSpot subscription required. Connect your free HubSpot account, import contacts and deals, and create proposals that sync back to your pipeline automatically. Unlike other proposal tools that require HubSpot’s paid plans for full integration, Propopad’s HubSpot integration works on every HubSpot tier.
Can I create marketing proposals directly from my CRM?
Yes. With Propopad’s HubSpot integration, you can create proposals directly from open deals. Client details are pre-filled from your CRM, and proposal status syncs back automatically. When a proposal is sent, viewed, or accepted, the deal stage updates in HubSpot without any manual work.
What makes Propopad different from using HubSpot’s built-in quotes?
HubSpot’s quote tool is basic. It creates simple line-item documents without design, branding, or service detail. Propopad creates full branded proposals with cover pages, executive summaries, detailed scope sections, timelines, terms and conditions, and e-signatures. Everything syncs back to HubSpot, giving you the design quality of standalone proposal software with the convenience of CRM integration.
How does proposal tracking work in Propopad?
When you share a proposal via link, Propopad tracks every interaction. See exactly when the client opens the proposal, which sections they read, how long they spend on each section, and whether they interacted with your pricing. You get real-time notifications so you can follow up at the right moment. All tracking data syncs to your dashboard and your CRM.
What is client engagement tracking?
Engagement tracking picks up where the proposal ends. Once a client accepts, Propopad helps you track the ongoing engagement: project type (fixed, retainer, or mixed), service delivery status, retainer renewal dates, and upsell opportunities. It’s the “keep the client” complement to the “win the client” proposal flow, helping agencies reduce churn and grow accounts.
Can clients customize their proposal before accepting?
Yes. Propopad supports interactive proposals where clients can toggle optional services on or off, or choose between service packages, all while seeing the price update in real time. When they accept and sign, their exact selections are captured. This gives clients control while ensuring you know exactly what was agreed to.
Can I create retainer proposals with monthly pricing?
Yes. Propopad supports three pricing types: fixed-price projects, monthly retainers, and mixed proposals that combine both. Each service can be set as fixed or monthly, and you can set retainer durations per service (6 months, 12 months, or ongoing). Mixed proposals display pricing clearly as “$X fixed + $Y/mo” so clients understand the full commitment.
How does Propopad handle mixed project and retainer pricing?
Many agencies combine one-off project work (like website design) with ongoing retainer services (like SEO or social media management). Propopad handles this natively. Each service has its own pricing model, and the proposal automatically calculates and displays separate fixed and monthly totals. Bundle discounts apply across both pricing types, and the investment section shows everything transparently.
Create your first proposal
in 3 minutes
Enter your website or connect HubSpot. See what Propopad builds for you. No credit card, no commitment.
Get started free →Your first proposal is free. No credit card required.