Proposal Software for Marketing Agencies
Proposal software for marketing agencies doesn't have to be bland.
Smart Pricing Table was built by a marketing agency that tried the other products, and found that nothing would fit.
Beautiful proposals with interactive pricing, digital signatures, tracking, and reusable templates — all in one platform.
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Built by a marketing agency for marketing agencies
We wrote Smart Pricing Table for our own agency because no other software would work. Now we work on Smart Pricing Table full time, and no other software even comes close.
Flexible pricing for complex scopes
Mix fixed fees, hourly rates, optional add-ons, and recurring retainers in a single proposal.
On-brand from the start
Customizable design settings let you match your agency's look without fighting templates.
Close faster with interactive proposals
Clients explore options, adjust quantities, and sign — all without a back-and-forth email chain.
Design That Matches Your Brand
Customize colors, fonts, and layouts to match your brand identity.
See changes instantly as you adjust settings. No saving, no waiting - perfect your brand's look in real-time.
Match your brand. Impress your clients. Stand out.
Pricing Tables That Clients Actually Interact With
Every line item in your pricing table can be interactive. Optional line items, quantity selectors, price ranges for variable-scope work, discounts. Let Smart Pricing Table handle the math.
Your clients see a polished, branded proposal — not a spreadsheet. They click, toggle, and select until the proposal fits their needs, and the total updates instantly. No back-and-forth emails. No manual recalculations.
Send, track, and sign proposals on one platform
No wrangling multiple tools: compose, send, track, and sign all in one place.
Pair tracking with interactive pricing behavior
Improve follow-up timing with real activity signals and instant notifications
Reduce blind outreach after proposal delivery
Systematize your proposals
Craft proposals and templates with configurable parameters.
Organize reusable templates, pages, line items, and groups.
Create once, use everywhere. Build your library, and watch your proposal speed multiply.
Why marketing agencies choose Smart Pricing Table
Agencies switched from spreadsheets, Google Docs, and other proposal tools — and didn't look back.
“The SPT team anticipated a lot of the nuance and unique situations that marketing and creative agencies face. I built price and project structures that fit how we already work, and clients much prefer this to our old way. My time and effort to quote has been cut by 5x at least.”
“I was frustrated with how complex and slow it was to get a templated proposal process running on another tool. With Smart Pricing Table we were up and running with our first fully branded proposal in less than an hour. It's a huge asset to my small agency, and we've significantly increased our already high close rate.”
“Setting up interactive proposals is quick and intuitive — no learning curve. Our clients love being able to interact with the proposal and customize their selections right in the browser. It's streamlined SOW creation for our entire team and increased close rates.”
Marketing agency proposal software FAQs
What is the best proposal software for marketing agencies?
The best proposal software for a marketing agency handles agency-specific realities: mixing one-time project fees with monthly retainers, presenting optional add-ons clients can select themselves, staying on-brand, and tracking when a proposal is opened. Smart Pricing Table was built by a marketing agency for exactly this and is rated 5.0/5 on G2. For a broader comparison of options, see our roundup of the best proposal software for agencies.
Can I send both retainers and one-time project fees in the same proposal?
Yes. Smart Pricing Table lets you combine recurring retainers, fixed project fees, hourly rates, and optional add-ons in a single interactive proposal — with live totals that update as the client selects options. This is the core reason agencies switch to it from generic document tools.
Does it work for both project-based and recurring agency work?
Yes. Whether you're scoping a one-time website build, a monthly marketing retainer, or a tiered package with add-ons, you can build reusable templates and line items once and reuse them across every proposal — which is how agencies cut quoting time dramatically.
How is this different from PandaDoc, Proposify, or Qwilr?
The biggest difference is the interactive pricing table: clients configure their own package (optional add-ons, quantities, single or multi-select options) and watch the total update live, instead of reading a static price. Smart Pricing Table was also built by an agency, so the pricing and scope structures match how agencies actually sell.
How long does it take an agency to get started?
Most agencies are up and running quickly — several G2 reviewers report building their first fully branded proposal in under an hour, then creating reusable templates so each new proposal is faster than the last.
Ready to upgrade your agency's proposals?
See how Smart Pricing Table helps marketing agencies send polished, interactive proposals that close.