Every account manager prices differently
When each person copies an old proposal, the same service goes out at three different prices and nobody is sure which one is current.
Proposal software for agencies
Proposal software for agencies: one catalog, one link, signed and invoiced.
In a small agency, proposals are written by whoever has time, from whatever document they last used. Workspace369 gives the team one service catalog to build from, sends each proposal as a link the client can accept and sign without an account, collects a deposit on acceptance, and converts the signed proposal into the invoice on the same client record. Proposals, online signing and deposits are on every plan; Specialist adds proposal covers, revisions and change orders for a team of up to 10.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
$149a month on Specialist for 10 seats
1 clickfrom accepted proposal to invoice
Every planonline signing and deposits on acceptance
Key facts
Proposal software for agencies at Workspace369 covers 10 areas, including proposals and quotes, service catalog, online acceptance and signing.
The workflow runs in 4 steps, from "build from the team's catalog" to "convert, then change by record".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Compared
Proposal software for agencies compared
Proposal-first tools price per user: Better Proposals lists $13 or $19 per user (10 sends a month on Starter), Qwilr $35 per user billed yearly, and Proposify $49 per user monthly, and none of the three lists invoicing on its entry plan. Workspace369 keeps the proposal, signature, deposit and invoice on one client record from $29 a month, and a 5-person agency pays $104 a month on Voyager. HoneyBook Starter is $29 a month billed yearly, and Bonsai adds proposals from Essentials ($25 a month).
| Tool | Entry price | Entry-plan limit | Invoicing on entry plan | Trial |
|---|---|---|---|---|
| Workspace369 | $29 a month ($23.25 billed yearly) | 5 active projects, 1 seat | Yes | 14 days, card required |
| HoneyBook | $29 a month billed yearly | 2 live lead forms, no automations | Yes | 30 days, no card |
| Bonsai | $15 ($9 yearly) Basic; $25 ($19 yearly) Essentials | Basic has no proposals or invoices | Essentials and up | 7 days, card after trial |
| Better Proposals | $13 or $19 per user (not labeled) | 1 seat, 10 sends a month | Not listed | 14 days, no card |
| Qwilr | $35 per user yearly, $49 monthly | 40 documents on yearly Starter | Not listed | 14 days, no card |
| Proposify | $49 per user monthly, $35 yearly | 10 sends a month on Basic send tier | Not listed | 14 days, no card |
Prices and limits from each vendor's official pricing page, checked October 14, 2026, in USD. Prices change, so confirm before you buy. Read the full proposal software comparison.
The problem
Where agency proposals slow the team down
The signed version and the invoice disagree
Retyping line items after the client says yes creates invoices that don't match the scope the client accepted.
Scope grows without a record
"Can you also do this?" in an email is not an approved change, and the extra work ends up unbilled.
The product
See the workspace your clients feel.
01
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How an agency proposal moves in Workspace369
01
Build from the team's catalog
Add services and prices once. Anyone on the team assembles a proposal from catalog line items, so the same service carries the same price.
02
Send one link to accept and sign
The client reviews the scope and price, then accepts and signs online without creating an account. Engagement tracking shows when the client opens and engages with it.
03
Take the deposit on acceptance
With Stripe connected, the deposit is collected when the client accepts, before anyone books time on the project.
04
Convert, then change by record
The accepted proposal becomes the invoice with the same line items. From Specialist, later scope changes become change orders with the price difference, approved by the client by link.
Product coverage
Proposal features for agencies
- Have two people on the team build the same proposal from the catalog and check that the prices match.
- Sign a test proposal on a phone the way a client would, pay the deposit, and confirm the invoice matches the accepted scope.
- Price the whole team: Workspace369 includes 2 seats on Voyager ($74), 10 on Specialist ($149) and 20 on Commander ($299), with extra seats at $10 a month.
Proposals and quotes
Service catalog
Online acceptance and signing
Engagement tracking
Deposit on acceptance
Proposal-to-invoice conversion
Email follow-up automations
Roles and permissions
Proposal covers and revisions (Specialist)
Change orders (Specialist)
Team pricing
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
Founding offer: $444 for your first year, billed yearly
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
Founding offer: $894 for your first year, billed yearly
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
Founding offer: $1,794 for your first year, billed yearly
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Founding member offer on yearly plans: your first year costs the same as 6 months, for the first 100 customers who join by Oct 31. USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
Selected App Store reviews
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
Get started
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial Book a demo
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
FAQ
What an agency should test before choosing proposal software
What is the best proposal software for small agencies?
For a small agency, the best proposal software keeps one price list for the whole team, lets the client sign without an account, takes the deposit at signing, and turns the signed scope into the invoice. Workspace369 does all four on every plan; Specialist ($149 a month, 10 seats) adds proposal covers, revisions and change orders for scope that grows after signing.
What is proposal software for agencies?
Proposal software for agencies lets a team build priced proposals from shared services, send them as links clients can accept and sign, and keep the accepted scope tied to billing. In Workspace369 the accepted proposal becomes the invoice on the same client record.
Which Workspace369 plan does an agency need for proposals?
Proposals, catalog line items, online acceptance and signing, engagement tracking and deposits on acceptance are on every plan. Agencies usually choose Voyager ($74 a month, 2 seats) or Specialist ($149 a month, 10 seats); Specialist adds proposal covers and page backgrounds, proposal revisions and change orders.
Do clients need an account to sign?
No. The client opens the proposal from a link, then accepts and signs it online.
Can we take a deposit when the client signs?
Yes, on every plan, with Stripe connected.
How do we handle scope changes after the proposal is signed?
From Specialist, record the change as a change order. It shows the line-by-line difference and the new total, and the client approves it by secure link. On other plans, send a new proposal for the added work.
Recent updates
All release notes- A new proposal builder with cover pictures, and your AI assistant can design proposalsBuild proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you.
- June 2026: fine-grained team access, receipt scanning and notes that work like documentsLimit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI.
- March and April 2026: a new proposal builder, intake forms and project profitabilityA visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
