A joined-up scope
Show how strategy, design, development and campaign services fit together.
All use cases
Proposal software for agencies
One strong offer. Your whole team behind it.
Create your first proposal
Propovo is proposal software for agencies that need several people to shape one offer. In most agencies the proposal is spread across call notes, old decks, a pricing spreadsheet and a chain of emails, so the account lead rebuilds the scope by hand and the client receives a document nobody fully reviewed.
With Propovo you start from client notes, call transcripts or CRM context, review the AI suggestions before applying them, and build the proposal in a branded editor with your own templates, packages and pricing tables. Workspace policies can require an owner or admin to approve before a member sends. Once shared, the client room holds comments, approvals and e-signatures, and engagement tracking suggests what to do next.
From the brief to the decision
Reusable agency work
Save strong sections, apply your brand and add relevant case studies.
Team review and approvals
Set roles and require owner or admin approval for selected member actions.
A room for the client
Keep proposals, agreements, feedback and shared payment requests together.
Example: a fictional agency wins a website and SEO retainer
Discovery call
Northgate Studio, a fictional agency, adds the transcript from a call with a regional furniture retailer. Propovo suggests goals, scope and open questions, and the account lead keeps the ones that match what was said.
Scope and pricing
The team builds the proposal from the agency’s website and SEO templates, sets out a one-off build and a monthly retainer as packages, and completes the pricing table.
Internal approval
A strategist drafts the proposal, and the workspace policy holds it for the agency owner, who checks the fees and approves it before it goes to the client.
Client room to signature
The retailer’s marketing manager and finance lead comment in the client room. After one revision they approve, the manager e-signs, and the agency shares a deposit request that opens its own payment provider link.
Your proposal workflow
Bring the client conversation
Add discovery notes and the agency services that fit.
Agree the approach
Clarify scope, dependencies, roles and commercial assumptions.
Review as a team
Refine the proposal and complete any required approval.
Share the client room
Resolve feedback, collect acceptance and coordinate the handoff.
Templates to start from
Website design and development
Scope a full website build with pages, phases, responsibilities and launch.
SEO growth retainer
Set out monthly SEO work, reporting and review points for an ongoing retainer.
Agency discovery sprint
Sell a short paid discovery phase before committing to a larger engagement.
Brand identity design
Present brand strategy, identity deliverables and revision rounds clearly.
Frequently asked questions
Can several people on our agency team work on one proposal?
Yes. Team members work in the same workspace, and owners can set policies so that selected member actions, such as sending a proposal, need owner or admin approval first. Junior staff can draft freely while senior people still check scope and fees before a client sees them.
Do our clients need a Propovo account or seat?
No. Propovo has one Premium plan for your workspace, and clients do not need seats. They open the client room from the link you share, where they can read the proposal, leave comments, approve and e-sign without paying for anything.
How do we present retainers alongside one-off projects?
Use packages and pricing tables to show a fixed project fee next to a monthly retainer, or offer options the client can compare. Saved templates keep your standard service descriptions and terms consistent, so each new proposal starts from wording your team has already agreed.
Does Propovo take payments on our behalf?
No. Propovo does not process payments. When you share a payment request, such as a deposit, it opens the payment link from your own provider, so funds go straight to your agency’s existing account and your current invoicing setup stays as it is.