Every proposal tells your agency story
Many clients, one panel. Know when each proposal opens and who else is involved.
Many proposals, scattered tracking
Dozens of proposals, mixed templates, no open or share visibility. Agencies waste time on blind follow-ups.
- Scattered PDFs and decks
- Unclear where each client stands
- No team-wide visibility
Branded, trackable, team-ready
Send on your domain and colors. The whole team sees opens, shares, and hot deals and acts at the right moment.
- White-label: own domain & brand
- Team roles and shared dashboard
- New proposal in seconds via templates
Proposal software for the agency workflow
Search results for proposal software for agencies are roundups. On 1 November 2026 the roundups in view named PandaDoc, Proposify, Qwilr, and Better Proposals, and some also named contract and retainer tools. This page is the OfferNeo workflow for an agency that sends a separate live proposal to each client.
Each client gets one URL. You send it by email or WhatsApp. The open is stored, and Telegram can alert the account on each open or on a digest you set. A person who opens a forwarded link is a separate open. The guide on an opened proposal lists the fields on that record.
The client can pay on that page through the Stripe or PayTR account you connect, or they can record a bank transfer. The transfer is stored when they say they paid. OfferNeo does not check the bank.
Repeat proposals can start from HubSpot, Salesforce, Zoho, or Excel. Those connections are on the integrations page. Team seats are listed on the pricing page. A live link set next to a PDF is on the proposal software comparison. Agencies comparing an interactive web proposal can read the Qwilr alternative post.
Send one client proposal from a free account.
A verified host such as proposals.yoursite.com is the proposal address. The guide on your own domain covers the CNAME and the pending status.