Proposal Builder

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

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

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.

CRM

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.

Testimonials

Our Happy Clients Have Spoken!

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Google My Business Dashboard

Get key data for all your local SEO efforts and prove ROI to local businesses.

WordPress Plugin

One plugin that allows you to capture leads, run audits on your website, and win more prospects.

CRM

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Prospector

Find businesses who need your SEO, PPC, and Social Media with a quick search in our lead generation tool.

White Label Dashboard

Present progress to clients and track campaign performance with an agency dashboard

Landing Pages

Optimized landing pages built to capture more leads for your agency.

Reputation Management

Find out what customers are saying about you with this all-in-one reputation management tool.

Frequently Asked Questions

Is there a limit to the number of proposals I can create with the Proposal Builder?

None! The Proposal Builder does not have a cap on the number of proposals you can create. We want you to maximize your sales opportunities and pitch as many digital marketing services as you can to clients.

How many products can I add to the proposal?

As many as you want! We want you to maximize the use of the Marketing Automation tool to provide as much value as possible to your leads.

 Can I edit the layout of the proposal’s cover page?

No. However, there are a few things you can change. The cover page of the proposal has a default image that you can replace. You can also change the title of the proposal, as well as the logo and color scheme.

How long does it take to generate the proposal?

We’ve streamlined the proposal building process so you don’t need to build everything from the ground up. You can create a proposal in five minutes or even less – it will depend on how many products you want to add to the proposal.

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