Proposal Software for Marketing Agencies
Growth comes from shortening the gap between yes and started. Verbial builds the proposal from packages you already sell, takes the signature on your own domain, and turns the signed deal into a client and first invoice the same day.
A proposal is the start of delivery. In a separate tool, delivery never hears what was sold.
- Yes turns into started. The signature creates the client, the project and the first invoice.
- Send more proposals, faster. Reusable packages and standard terms turn an afternoon into minutes.
- It looks like your agency. Branded, signed on your own domain, and you see when it was opened.
Add the CRM and every proposal starts from the deal's value and term.
What it does
AI drafts, you decide
AI drafts packages and notes from the call. You approve sends.
Packages and scope tables
Reusable service items assemble into the scope table.
Agreements from clauses
Admins own the contract prose. Sales fills in the blanks.
Native e-signature
Signed on your domain. Signed documents are immutable; revisions are a new version.
Invoice at signature
The first invoice, with pay link, reaches the signer automatically.
Public share links
Branded pages with access codes and view tracking.
Templates and blocks
Reusable content keeps the team consistent.
Plans
Which plans include proposals?
In every plan, from the first day of your 14-day trial. Annual billing is about 17% lower.
| Plan | From | Proposals |
|---|---|---|
| Pro | $99/mo | Included |
| Enterprise | Custom | Included |
Works with
Better together, and nothing falls between them.
CRM
Add proposals and a won deal becomes a signed agreement and first invoice. Nothing falls between.
Invoicing
Add time tracking and hourly invoices pull from approved entries. Deleted lines return to unbilled.
Time tracking
Add invoicing and approved hours become invoice lines for hourly clients and usage statements for retainers.
Questions
What should a marketing agency proposal include?
Scope by service and department, billing model, monthly amount and term, overage terms, deliverables and the agreement. Verbial renders it all from packages and clauses, so proposal, contract and invoice always agree.
Is e-signature included?
Yes. Signing is native, on your own domain, and included in every plan with no per-envelope fee.
Can the client request changes after we send it?
Yes. Admins revise the contract for that deal and resend; the old signing session is voided so a stale document can never be completed.
Agency operating software
Start with proposals. Add the rest when it earns its place.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.