Propelio is proposal software made for agencies and studios whose teams write and send proposals to win client work. Build on-brand proposals together, manage every client in one place, see when they are opened, and get them signed in the browser. Every feature is included in one plan, priced per seat, in GBP, USD, or EUR.
14-day free trial. No credit card required.
The agency reality
When several people send proposals, they drift off brand. One uses an old logo, another rewrites the pricing section from scratch. Propelio keeps your branding, templates, and reusable blocks in one place, so every proposal that leaves your agency looks like it came from the same team.
Proposals bounce between an account lead, a strategist, and a designer over email and shared docs, and versions get confused. Propelio gives your team one workspace with roles and permissions, so people can draft, review, and send without stepping on each other.
As the client list grows, it gets harder to remember what you sent, to whom, and when. Propelio keeps every client and proposal in one place, with a record of what was sent, opened, and signed, so nothing slips.
A proposal goes out and the account lead has no idea whether the client has read it. Propelio shows you when a proposal is opened and which sections hold attention, so your team follows up at the right moment with something useful to say.
What you get
Your whole team, one workspace
Give each person the right level of access. Owners and admins manage the workspace, editors build proposals, and contributors add their sections, all without version confusion or a chain of email attachments.
On brand, every time
Set your logo, colours, and fonts once. Every proposal your team sends inherits them, so a proposal from your newest hire looks as considered as one from a director. Clients see your brand, never ours.
Every client, in one place
Store every client alongside the proposals you have sent them. See what was opened, what was signed, and what is still outstanding, so no follow-up gets forgotten as your agency takes on more work.
Pricing, plainly
Propelio is priced per seat, from £15 per seat per month billed annually, or £20 on monthly billing, with equivalent pricing in USD and EUR. Every feature is included, there are no per-document charges, and you add seats as your team grows. No tiers to unlock the features you actually need. Just you? See proposal software for freelancers.
Propelio pricing
From £15 / $19 / €17 per seat per month, billed annually. Every feature included, no add-ons, no send limits.
Common questions
The best proposal software for an agency lets your team work together, keeps every proposal on brand, and keeps clients organised in one place. Propelio does this with roles and permissions, shared branded templates, client management, and proposals your clients can read and sign in the browser, with every feature in one plan.
Yes. Propelio gives your agency one workspace with roles for owners, admins, editors, and contributors. Your team can draft, review, and send proposals together, and proposal locking prevents conflicting edits.
You set your logo, colours, and fonts once, and every proposal inherits them. Reusable branded templates and blocks mean anyone on the team can build a proposal that looks consistent, without design work.
Propelio is priced per seat, from £15 per seat per month billed annually, or £20 on monthly billing, with equivalent pricing in USD and EUR. Every feature is included, you add seats as your team grows, and there are no per-document charges.
From the blog
14-day free trial. No credit card required.
