proposal software for marketing agencies
A proposal is the beginning of delivery. If it lives in a separate tool, someone re-types the scope, the price and the terms three more times.
Proposal software for a marketing agency should produce the contract and the first invoice, not just a pretty PDF. Verbial assembles a proposal from your service packages, generates the agreement from admin-controlled clauses, collects the signature natively, and creates the invoice the moment the client signs. The signed proposal then becomes the client and project the team works against.
Proposal Software for Marketing Agencies, done properly.
Packages and scope tables
Reusable service items with pricing types (retainer, one-off, hourly, media) assemble into a scope table the contract renders automatically.
Agreements from clauses
Admins control the contract prose per brand as conditional sections; sales fills in the blanks. Nobody edits a Word doc.
Native e-signature
Signing happens on your domain, with signature fields placed by the renderer. A signed document is immutable; revisions are a new version.
Invoice at signature
The first invoice, with a pay link, is emailed to the signer automatically. No signature is ever lost because completion is reconciled, not just pushed.
Public share links
Every proposal has a branded public page with access codes, view tracking and conversion events for your ad platforms.
Templates and blocks
Reusable content blocks and proposal templates keep the team consistent and fast.
What a generic tool cannot model.
Sign → client → project
A signed proposal becomes the client record, the project and the first retainer period. Delivery starts with the right numbers.
Brand-correct by construction
Each brand has its own domain, signer, clauses and email identity. Nothing from one agency brand leaks into another.
Estimates too
Public estimates with sign-off for smaller pieces of work, priced from your rate card.
Frequently asked questions
- What should a marketing agency proposal include?
- Scope by service and department, the billing model (retainer, project or hourly), the monthly amount and term, what happens on overage, deliverables and timelines, and the agreement terms. Verbial renders all of that from packages and clauses so the proposal, contract and invoice always agree.
- Is e-signature included?
- Yes. Signing is native on your own domain and included in every plan; there is no per-envelope fee.
- Can the client request changes after we send it?
- Yes. Admins can revise the contract for one deal and resend; the previous signing session is voided so a stale document can never be completed.
Try proposal software for marketing agencies on your own clients.
Free trial, no card. Import from your current tools with a dry run and rollback.