Proposal Builder

Customize proposals, prep your sales pitch, and improve your close rate

Proposal Builder

A Quick and Easy Way to Create and Send Proposals

No need to spend an entire day designing proposals from scratch. Our Proposal Builder will do the work for you.

Customized Designs

Easy Navigation

Display Product Quotations

Direct Email to Prospects

The Proposal Builder takes away the extra work for your agency, so you can create proposals without too much back-and-forth and start pitching more confidently.

With the online Proposal Builder, you can easily add or remove digital marketing products you want to pitch to prospects, edit pricing, and provide quotations.

Design the proposal with your agency’s background, logo, and color scheme to complete the look. It’s a tool that helps you seal the deal.

Grab the Opportunity to Grow Your Business

Grow your agency with premium tools, digital marketing expertise, and resources. We’re here to provide you with the extra push.

Our Solutions to Help You Sell Better

SEO Audit

Show website performance with a comprehensive report. Run SEO audits right on your dashboard and send them to prospects.

Lead Finder

Find your next clients quickly. Our Lead Finder helps you spot prospects in your target industry and location.


Keep track of your contacts in one place. Organize leads, send proposals, run audits, and set marketing sequences for lead nurturing.

Different Products, Different Proposals – One Tool

Planning to sell SEO? Need a proposal for your website design services? The Proposal Builder provides your team with the tool to create and send proposals that will win you that pitch.

1. Impress prospects from the get-go. Create a title for your proposals.

2. Add the details of your prospect. Choose from your contacts in the CRM or add a new contact.

3. Write a brief introduction about your agency. This is the perfect opportunity to show your value proposition.

4. Add your products and pricing – from SEO to website design. Plus, you can have your own quotation.

5. Save and download. Quick and easy to manage and edit on your dashboard.

6. Start pitching! Send and present to your prospects!

Why Do You Need a Proposal Builder?

Not a lot of agency owners realize how much time they spend on creating proposals. The process often involves gathering product information, getting a designer to build a template for the document, and doing a final QA to make sure all information is correct. A lot of action behind the scenes. It doesn’t have to be that way.

Using a Proposal Builder saves you from all those roadblocks that come with creating impressive reports for your clients.

Everything is in One Place

Ready to pitch? You can send the proposals to your prospects right from the dashboard. One click is all it takes.

Send Proposals on the Fly

No need to have an external folder to save all your proposals. You can have them on your dashboard so you can download them anytime.


Our Happy Clients Have Spoken!

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Frequently Asked Questions