Marketing agency proposal software

Close more agency clients with faster proposal turnaround.

ContractFlow AI helps marketing agencies draft, approve, and send client-ready proposals in one secure workflow. Respond faster, protect margin, and win more work.

Workflow snapshot

1Brief
2AI Draft
3Review
4Approved
5Sent

See the workflow in action

A proposal workflow agencies can trust at a glance.

Preview how your team moves from brief to approved proposal with clear visibility and no client confusion.

Proposal pipeline

This week

Growth Retainer

NovaWorks

Review

SEO Optimization Plan

Northwind

Approved

Social Launch

Signal Studio

Draft

Client-ready preview

Proposal PDFv3

Approval timeline

1DraftCreated
2ReviewWaiting on review
3ApprovedSigned off
4SentDelivered

Pain

Proposal bottlenecks cost agencies revenue

Slow approvals and messy documents cause delays, lost deals, and scope creep before kickoff.

7–10 day proposal turnaround

Slow approvals and endless edits delay responses and cost you client momentum.

Lost deals from messy docs

Scattered files and unclear scope create friction right when clients are ready to sign.

Scope creep before kickoff

Without consistent templates and approvals, teams start work without firm signoff.

Start today

Turn every proposal into a clear approval path.

Agencies that standardize proposals close faster and protect margin.

Speed and control

AI drafting with structured approvals built for agencies

Turn briefs into client-ready proposals, route approvals, and share final PDFs without chasing stakeholders.

AI draft built for agencies

Generate client-ready proposals in minutes using agency templates and structured sections.

Approval workflow that closes

Move from draft to review to approved with clear roles, permissions, and status tracking.

PDF export + secure sharing

Send polished PDFs and secure public links without losing control of the final version.

ROI

Agencies close faster with structured proposals

Clear scope, approvals, and client-ready PDFs help you win more work.

Faster proposal turnaround

Reduced scope creep

Clear approvals for teams

Professional presentation

Trust

Secure, auditable, and built for agency accountability

Audit trails, role permissions, verified email, and secure public sharing keep every proposal professional and client-ready.

BrightwaveSignal StudioNorthwindNovaWorksOrbit Creative

Audit trail on every decision

Track who changed what and when for full client accountability.

Role permissions built in

Control who can edit, approve, and share proposals by role.

Verified email approvals

Reduce spoofing risk and keep client approvals secure.

Secure public sharing

Share client-ready proposals with tokenized public links.

Agency proof

Agency teams close faster with a clear proposal workflow

Replace scattered docs with a single proposal system that clients can trust.

We cut our proposal turnaround time from 9 days to 2. Clients sign faster because the workflow is clear.

Avery Stone
Agency Owner, Brightwave

Every approval is tracked, which keeps our team aligned and protects scope before kickoff.

Maya Patel
Client Services Lead, NovaWorks

The templates keep our proposals on brand, and the audit trail helps us avoid disputes.

James Lin
Ops Director, Signal Studio

Start this week

Ship your next proposal in hours, not days.

Get your agency on a single proposal workflow today and close faster with clear approvals and client-ready deliverables.

Ready to start?

Start Free Proposal Workflow