Solution
Proposals and scope
Build proposals and scopes of work from your own catalog of services, rates and past accounts. When the client signs, the scope becomes the retainer the team works against, without starting over.
What's included
- 01
Service catalog and rates
Keep your services, deliverables and rates in one place, ready to build any proposal.
- 02
Scope built from deliverables
Define what is included, how many pieces, how many rounds and which channels, item by item.
- 03
Estimates from past accounts
Use the real hours of similar clients to price the new scope with more confidence.
- 04
Proposal documents
Generate a clean proposal with your agency's brand, ready to send to the client.
- 05
From signed to retainer
When the client signs, the scope becomes the retainer for billing and capacity.
- 06
Pipeline of proposals
See every open proposal, its status and its value, from draft to won or lost.
How it works
- 01
Build the scope
Choose services and deliverables from the catalog and adjust them to the client.
- 02
Price it
Rates and past accounts give a starting price that the team reviews.
- 03
Send the proposal
The proposal goes out with your brand and is followed until the client decides.
- 04
Start the work
Once signed, the scope becomes the retainer the team works and bills against.
Who it's for
Agency owners and new business leads
The people who write proposals and want them priced on real numbers.
Agencies with many renewals
Agencies that renegotiate scope every year and need the history at hand.
Branding and project-based studios
Studios that quote each project separately and want consistent scopes.
What you gain
- Proposals priced on real hours, not on instinct
- Clear scopes that reduce disagreements later
- Less time building each proposal from scratch
- A signed scope that becomes the retainer directly
Starting investment
From $5,000
Projects start at $5,000–8,000 and scale based on the number of clients, integrations and scope.
Final scope and investment depend on your agency, integrations and requirements.
What shapes the investment
- 01Number of clients and accounts
- 02Integrations with your tools
- 03Users, offices and countries
- 04Scope and modules
Free audit
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