August 25, 2023
10 min read

Choosing the Right Proposal Software: A Game-Changer for Marketing Agencies

In today's competitive landscape, small marketing and advertising firms need every advantage they can get to win new clients and streamline their workflow. One powerful tool that can help achieve these goals is proposal software. In this article, we'll delve into the world of proposal software, discuss the top criteria for selecting the right solution, and explore how it can benefit small marketing and advertising firms.
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What is a Marketing Proposal?

A marketing proposal is a strategic document outlining the services, strategies, and deliverables a marketing or advertising agency offers prospective clients. It serves as a persuasive tool to win new business by showcasing the agency's expertise, creativity, and ability to meet the client's specific needs. With proposal software, small marketing and advertising firms can create professional and visually appealing proposals efficiently, track their progress, and manage their entire workflow seamlessly.

Top Criteria to Select the Right Online Proposal Software

  1. Ease of Use: Choose a user-friendly proposal software that doesn't require extensive training, allowing you to create proposals quickly and effortlessly.
  2. Customization Options: Look for software that offers a wide range of customizable templates, enabling you to tailor your Proposals to reflect your brand and resonate with clients.
  3. Collaboration Features: Opt for a solution that supports real-time collaboration with team members, clients, and stakeholders, facilitating seamless communication and feedback.
  4. Invoicing and Payment: Choose software that has the ability to automatically raise invoices, update financial books, follow up with automated payment reminders, and have the option to get paid. This will help you save 100+ working hours monthly on business tasks. We highly recommend you to consider this a priority.
  5. Tracking and Analytics: Select software with robust tracking features to monitor proposal progress, recipient engagement, and conversion rates, empowering you to optimize your strategies.
  6. Integration Capabilities: Ensure the software can integrate with other essential tools you use in your marketing and advertising workflow, such as CRM systems or project management platforms.

How Proposal Software Benefits Marketing and Advertising Firms

  1. Time Efficiency: Proposal software automates the Proposal creation process, allowing you to generate professional proposals in less time, freeing up resources for other crucial tasks.
  2. Improved Presentation: With proposal software, you can create visually appealing proposals that showcase your firm's creativity and professionalism, making a lasting impression on potential clients.
  3. Enhanced Collaboration: Real-time collaboration features to enable seamless communication with team members and clients, streamlining the review and approval process.
  4. Better Tracking and Analytics: Proposal software provides valuable insights into proposal performance, allowing you to identify areas for improvement and increase your win rates.
  5. Streamlined Workflow: By centralizing proposal management in one platform, proposal software helps marketing and advertising small firms streamline their workflow, ensuring efficient operations from start to finish.

Comparison of Top Proposal Management Software Options for Marketing and Advertising firms

Cone Proposal-to-Payment (free software)

  • Target Audience: Ideal for marketing and advertising small firms seeking end-to-end proposal management, invoicing, and billing solutions. 
  • Advantages: E-sign, Quote tool, Automation of invoicing and collections, built-in CRM, customizable templates, analytics dashboard, and competitive pricing.
  • Disadvantages: Limited integrations with accounting software.
  • Pricing: Free software with no limitations and hidden charges.


  • Target Audience: Tailored for marketing and advertising small firms needing user-friendly proposal software with customization options.
  • Advantages: Intuitive interface, customizable templates, seamless integration with other tools, and affordable pricing.
  • Disadvantages: Limited advanced features compared to other solutions.
  • Pricing: Starts at $10 per month.


  • Target Audience: Well-suited for marketing and advertising small firms looking for comprehensive proposal software with extensive customization options.
  • Advantages: Extensive customization capabilities, collaboration features, time tracking, and CRM integration.
  • Disadvantages: Relatively higher pricing compared to some alternatives.
  • Pricing: Starts at $29 per month.


  • Target Audience: Suitable for marketing and advertising small firms seeking versatile proposal software with advanced features and integrations.
  • Advantages: Customizable templates, integration capabilities, e-signature support, and powerful analytics.
  • Disadvantages: Steeper learning curve for new users.
  • Pricing: Starts at $29 per month.


  • Target Audience: Suitable for marketing firms looking for a user-friendly interface and comprehensive features.
  • Advantages: Custom branding, Proposal tracking, and electronic signatures.
  • Disadvantages: Limited payment options
  • Pricing: Starts at $19 per month.

Top Features to Consider When Choosing Digital Marketing

Customizable Templates for Professional Proposals

When selecting a proposal management solution, opt for one that offers a wide range of customizable templates. This feature allows marketing firms to create visually appealing and professional proposals quickly, reflecting their brand identity and impressing potential clients.

Collaboration and Workflow Tools for Seamless Teamwork

Efficient collaboration is vital for marketing firms. Look for a proposal management solution that facilitates seamless collaboration among team members. It should include progress tracking, automated approvals, and real-time notifications. This ensures everyone stays on the same page and workflows are streamlined for maximum productivity.

Electronic Signatures for Streamlined Approvals

In the fast-paced marketing industry, time is of the essence. Choose a proposal management solution that supports electronic signatures. This feature enables marketing firms to sign proposals digitally, eliminating the need for time-consuming manual approvals. It speeds up the process and ensures efficient client onboarding.

Integration with CRM Systems for Data Synchronization

To enhance efficiency and data management, prioritize a proposal management solution that seamlessly integrates with Customer Relationship Management (CRM) systems. This integration allows marketing firms to synchronize important data between their proposal software and CRM, providing a holistic view of client interactions and improving overall workflow.

Analytics and Tracking for Informed Decision Making

Data-driven insights are crucial for marketing firms. Look for a proposal management solution with robust analytics and tracking capabilities. This includes features such as proposal view tracking, recipient engagement tracking, and notifications when prospects interact with the proposal. These insights enable marketing firms to make informed decisions, optimize their strategies, and increase their chances of winning new business.

Automated Workflows and Reminders for Efficiency

Time-saving automation features are a must-have for marketing firms. A comprehensive proposal management solution should offer automated workflows and reminders. This includes document generation, follow-up reminders, and proposal status update notifications. Automation streamlines repetitive tasks, reduces manual effort, and ensures timely follow-ups, increasing overall efficiency.

Intuitive User Interface for Easy Navigation and Customization

User experience is paramount when choosing a proposal management solution. Opt for software with an intuitive user interface that allows easy navigation, document editing, and customization. A user-friendly interface minimizes the learning curve, saving time and resources for marketing firms.

Robust Customer Support and Training

Reliable customer support and training resources are essential for marketing firms. Prioritize a proposal management solution that offers robust customer support, including online documentation, tutorials, webinars, and responsive customer service. This ensures that issues or questions are addressed promptly, maximizing the software's value and minimizing downtime.

Choosing the suitable proposal software is crucial for marketing and advertising small firms looking to streamline their workflow and win new clients. Evaluate your specific needs against the top criteria discussed, and consider the advantages and disadvantages of each software option. Whether you opt for Cone Proposal-to-Payment, GoProspero, Bidsketch, Revv, or FlippingBook, implementing proposal software will undoubtedly enhance your efficiency, presentation, collaboration, and overall success in the competitive marketing and advertising industry.