Marketing proposals that turn a pitch into a retainer
SEO, social, paid, email and content as tiers the client can see, add-ons they tick, ad spend shown apart from your fee, and the first month paid when they sign.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Marketing agencies, studios, PR firms and freelancers use QuoteCloud to send retainer and project proposals: each channel at a tier with its deliverables, monthly fees shown as repeating charges, optional add-ons, the client's ad spend as their own estimate, locked scope and revision rounds, every signer, and the first payment on signing via Stripe or PayPal.
A sample retainer proposal from a fictional agency, Ambergrove Digital, for Kinroy Outdoor Co., drawn as a mixing desk with five channel faders: SEO, social, paid, email and content. The faders move through three set-ups: SEO and content on Foundation ($2,550 a month); search and social ($5,650 a month); then the full retainer with SEO, social and paid on Growth and email and content on Foundation, $8,530 a month plus tax, with $11,363.00 paid on signing. Beside it, the client's ad spend of $6,000 a month sits on a separate ticket marked 'paid to the platforms, not in our fees'. Both signers have signed.
Three kinds of money, never mixed up
A marketing proposal carries your monthly fees, a few one-offs and a media budget the client pays someone else. Each sits in its own place, so the client knows exactly what they're signing for.
12-month growth retainer for Kinroy Outdoor Co. · AD-R-2207 · sample figures, ex tax, over 12 months
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Your monthly fees$8,530 a month × 12
$102,360
Each channel at its tier, written as repeating charges with a 12-month term in the agreement.
- Who pays whom
- The client pays your agency
- In QuoteCloud
- Repeating price items. The first month is paid on signing; you invoice the rest.
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One-offsOnboarding, once
$1,800
Onboarding, a strategy workshop or a landing page sprint, priced once.
- Who pays whom
- The client pays your agency
- In QuoteCloud
- One-off rows, paid on signing through Stripe or PayPal.
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The client's ad spend$6,000 a month × 12, estimate
$72,000
Their media budget for search and social ads, shown as their own estimate so it's never mistaken for your fee.
- Who pays whom
- The client pays the ad platforms
- In QuoteCloud
- A content block outside the totals. Nothing is collected or connected.
Sample figures from a fictional agency. QuoteCloud takes the first payment when the client signs; it doesn't bill retainers, collect ad spend or connect to ad platforms.
Try it: build a retainer, then sign it as the client
Switch channels on, pick a tier for each and set the client's ad budget. The fees, deliverables and 90-day plan follow. Then send it, change the add-ons as the client, sign twice and pay the first month.
What Ambergrove sees
- Proposal sent to Elena and DanielEmail link · AD-R-2207
- Opened by ElenaTue 20 Oct, 2:48 pm
- Monthly review call added+$380 a month
- Onboarding questionnaire submittedForms block · 4 answers
- Signed by Elena MarshTue 20 Oct, 4:12 pm
- Signed by Daniel KwanWed 21 Oct, 9:05 am
- First payment received$11,363.00 via Stripe
Preview: the proposal builds as you choose The client's view
Retainer proposal · AD-R-2207
12-month growth retainer for Kinroy Outdoor Co.
Your retainer
| Service | What's included each month | Monthly |
|---|---|---|
| Monthly fees · repeating for 12 months | ||
| SEOGrowth |
|
$2,600/mo |
| Social mediaGrowth |
|
$2,100/mo |
| Paid search & socialGrowth |
|
$1,600/mo |
| EmailFoundation |
|
$750/mo |
| ContentFoundation |
|
$1,100/mo |
| Add-ons Tick to add | ||
| $1,280/mo | ||
| $380/mo | ||
| $2,400 once | ||
| Once, at the start | ||
| Onboarding and strategy workshopQuestionnaire, half-day workshop, access and tracking set-up | $1,800 once | |
- Monthly fees
- $8,530.00/mo + tax
- Once, at the start
- $1,800.00 + tax
- First payment on signingA fixed amount: first month and one-offs, inc tax
- $11,363.00
- Over 12 months, ex tax
- $104,160
Monthly fees are repeating charges shown in the agreement. QuoteCloud takes the first payment on signing; later months are invoiced by your agency.
Ad spend (your estimate)
Not in our fees$6,000/mo ·Paid by you directly to the ad platforms
- Search ads$3,500/mo
- Social ads$2,500/mo
Your paid media tier covers managing up to $15,000 a month.
Ad spend is your estimate of what the client will pay the ad platforms directly. It isn't part of your fee, isn't in the totals and isn't collected through the proposal. QuoteCloud doesn't connect to ad platforms or pull analytics.
Your first 90 days Gantt chart · Business plan
- OnboardingOnboarding questionnaire and strategy workshop
- SEOTechnical auditOn-page work
- Social mediaCalendar and tone of voicePosting and community
- Paid search & socialAccounts and tracking set-upCampaigns live
- EmailFlows builtNewsletters
- ContentContent planArticles published
- ReviewsMonth 1 review, week 4Month 2 review, week 8Quarter review, week 12
Accept, sign and pay
- Elena MarshHead of e-commerce, Kinroy Outdoor Co.
- Daniel KwanFinance director, Kinroy Outdoor Co.
First payment $11,363.00 paid via Stripe · demo, nothing charged
Signed by everyone · Certificate of authenticity attached
A demo with fictional data: nothing is sent, stored or charged. In QuoteCloud you set the payment on signing as a percentage or a fixed amount; here it is worked out for you as the first month plus one-offs. The 90-day plan is a Gantt chart (Business plan).
Send your next retainer proposal from QuoteCloud
Free for 14 days, no credit card required. Send us your current proposal and we'll convert one template for you during the trial.
Five more documents agencies and freelancers send
A rebrand, a launch campaign, a PR retainer, a freelancer's quote and a fractional CMO's agreement, each from its own template. Sample documents from fictional businesses.
Investment by phase
| Item | Qty | Rate | Amount |
|---|---|---|---|
| 1. Discovery and strategy | $6,200 | ||
Discovery workshopHalf a day at the cellar door, with your team
|
1 workshop | $2,400 | $2,400.00 |
Brand strategy and positioningAudience, story, tone of voice
|
1 | $3,800 | $3,800.00 |
| 2. Identity and labels | $10,100 | ||
Logo refresh and brand systemLogo, colours, type and a brand guide
|
1 | $6,500 | $6,500.00 |
Wine labelsFront and back label per wine
|
3 wines | $1,200 | $3,600.00 |
| 3. Website content | $6,400 | ||
Website copyHome, story, wines, visit, events and three more
|
8 pages | $450 | $3,600.00 |
Product photography dayBottles, vineyard and tasting room
|
1 day | $2,800 | $2,800.00 |
| 4. Spring launch (optional) Tick to add | |||
| 1 | $4,200 | $4,200.00 | |
| 3 emails | $350 | $1,050.00 | |
- Subtotal
- $26,900.00
- Tax (10%)
- $2,690.00
- Total
- $29,590.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (40%)
- $11,836.00
Project plan
A rebrand in phases, with a plan they can see
Discovery, identity and labels, website copy and an optional launch, each phase with its subtotal, then the 14 weeks as a Gantt chart. A 40% deposit is paid on signing.
- Phases as price-table sections
- The launch phase is optional: the client ticks it
- Gantt chart with milestones (Business)
Gantt charts: Business plan
Brand, website & campaign projectsOur fees
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Campaign | $6,480 | ||
Strategy, audiences and tracking set-upDone before launch
|
1 | $1,400 | $1,400.00 |
Ad creativeStatic and carousel ads
|
6 ads | $280 | $1,680.00 |
Campaign managementDaily checks, weekly report and call
|
6 weeks | $300 | $1,800.00 |
Launch landing pageCopy and build on your website
|
1 page | $1,600 | $1,600.00 |
| Add-ons Tick to add | |||
| 1 | $1,280 | $1,280.00 | |
- Subtotal
- $6,480.00
- Tax (10%)
- $648.00
- Total
- $7,128.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (50%)
- $3,564.00
Your ad spend (estimate)
Not in our fees$5,400 over six weeks ·Paid by you directly to the ad platforms
- Social ads$3,600
- Search ads$1,800
Ad spend is your estimate of what the client will pay the ad platforms directly. It isn't part of your fee, isn't in the totals and isn't collected through the proposal. QuoteCloud doesn't connect to ad platforms or pull analytics.
Your fees in the table, their ad budget beside it
Strategy, creative, six weeks of management and a landing page, with a 50% deposit. The studio's $5,400 media budget sits in its own box, outside every total.
- Management fee and creative as your lines
- Ad spend as the client's estimate
- Deposit via PayPal or Stripe
Choose your PR retainer
Your PR retainer
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Retainer | |||
Profile packageSix months from 1 Dec 2026
|
Monthly | $4,800 | $4,800.00/mo |
| Set-up | $1,500 | ||
Media list and launch kitOnce, before the first pitch
|
1 | $1,500 | $1,500.00 |
| Options Tick to add | |||
| 1 | $3,500 | $3,500.00 | |
| Monthly | $600 | $600.00/mo | |
- Subtotal
- $1,500.00
- Tax (10%)
- $150.00
- Total
- $1,650.00
- Monthly retainer, invoiced by Stillwater
- $4,800.00/mo
- Paid on signing: set-up (100%)
- $1,650.00
Three levels of PR, one choice
A PR firm's Launch, Profile and Always-on retainers as a single choice. Choosing one changes the monthly line; set-up is paid on signing, the months are invoiced by the firm.
- Packages as a single-choice group
- Monthly retainer as a repeating charge
- Launch evening and on-call support as options
Quote
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Website copy | $2,880 | ||
Page copyHome, about, services, three project pages · 2 rounds each
|
6 pages | $420 | $2,520.00 |
Page titles and meta descriptionsWritten with the page copy
|
6 pages | $60 | $360.00 |
| Add-ons Tick to add | |||
| 4 posts | $280 | $1,120.00 | |
- Subtotal
- $4,000.00
- Tax (not registered) (0%)
- $0.00
- Total
- $4,000.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (50%)
- $2,000.00
Accept, sign and pay
Lucy Bramble · Principal designer
Signed online · Sat 17 Oct 2026
Deposit on signing (50%)
$2,000.00
Paid via PayPalPay with card or PayPal
Certificate of authenticity and audit trail attached
A freelancer's quote, signed with a deposit
Six pages of website copy with two rounds of changes, four optional blog posts the client ticked, and half paid by PayPal when she signed.
- Not tax-registered: tax set to nil
- Optional extras the client ticks
- 50% deposit via PayPal
Monthly fees
| Service | Visits | Per month |
|---|---|---|
| Fractional CMO, 6 days a month | Monthly | $8,700.00 |
| Board pack, quarterly (spread monthly) | Monthly | $400.00 |
- Monthly
- $9,100.00
- Term
- 6 months · $54,600
- N
- D
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
Accept and sign
Arjun Mehra · Chief executive, Tessel Robotics
Signed online · Thu 15 Oct 2026
Agreement summary
- Monthly fees
- $9,100 + tax
- Term
- 6 months from 2 Nov 2026
- Paid on signing
- First month, $10,010.00
- Later months
- Invoiced by Jo Varley
Certificate of authenticity and audit trail attached
A fractional CMO's six months, agreed
Six days a month and a quarterly board pack as repeating charges over a six-month term, with the first month paid on signing and the rest invoiced by the adviser.
- Repeating charges with a term
- Agreement summary beside the signature
- Nothing billed by QuoteCloud
One project proposal, from moodboard to deposit
Ambergrove's rebrand for Orchard Lane Wines, part by part. Every part is a QuoteCloud content block from the agency's project template.
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Account team edits
Open on their estate, not your logo
A cover photo of the client's own place, then a moodboard of the direction you discussed in the workshop.
Marketing proposal templatesAmbergrove DigitalProject proposal AD-P-0418 Sample · fictional businessProject proposal
Brand refresh, website copy and launch for Orchard Lane Wines
Grace and Tom, this is the plan from our tasting-room workshop: a refreshed brand, new labels for the three estate wines, website copy that sounds like you, and a launch for the spring release.
Moodboard
The estate at golden hour Palette direction: clay, leaf and ink Tasting-room tone Product photography day Notes from the workshop
-
Client answers
The brief, answered inside the proposal
A brand questionnaire in the Forms block: Grace answered it before the workshop, so the strategy starts from her words.
Forms block: Business plan
Onboarding questionnairesBrand questionnaire
Forms block · BusinessForms block · answered before the workshop
- Three words you'd like people to use about Orchard Lane Honest, generous, unhurried
- Which wines are in the spring release? Estate Rosé, Old Block Shiraz, Late Harvest Riesling
- Keep the current logo shape? Keep itRefresh it, keep the pear (chosen)Start again
- Brands you admire, and why Small producers who tell the farm's story plainly
Submitted with the proposal
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Locked block
Deliverables and revision rounds, locked
What each phase delivers, the rounds of changes included and what's out of scope, written once by the studio lead and locked in the library.
Content locking: Business plan
Scope, deliverables & revision roundsDeliverables and revision rounds
Locked blockDeliverable Includes Revisions Brand strategy A 12-page strategy document and a 1-hour presentation 1 round Logo and brand system Two directions, one developed into the final system and guide 2 rounds Wine labels Print-ready front and back labels for 3 wines 2 rounds Website copy 8 pages, written for your web designer to place 2 rounds Not included
- Printing and label stock
- Building the website
- Ad spend for the launch
Extra rounds are $180 an hour, quoted and approved in a revised version before we start.
-
Client chooses
Phases they can see, a launch they can add
Each phase with its subtotal. The spring launch is optional, and Grace ticked it, so the total and the deposit changed in front of her.
Brand, website & campaign projectsInvestment by phase
Item Qty Rate Amount 1. Discovery and strategy $6,200 Discovery workshopHalf a day at the cellar door, with your team1 workshop $2,400 $2,400.00 Brand strategy and positioningAudience, story, tone of voice1 $3,800 $3,800.00 2. Identity and labels $10,100 Logo refresh and brand systemLogo, colours, type and a brand guide1 $6,500 $6,500.00 Wine labelsFront and back label per wine3 wines $1,200 $3,600.00 3. Website content $6,400 Website copyHome, story, wines, visit, events and three more8 pages $450 $3,600.00 Product photography dayBottles, vineyard and tasting room1 day $2,800 $2,800.00 4. Spring launch (optional) Tick to add 1 $4,200 $4,200.00 3 emails $350 $1,050.00 - Subtotal
- $26,900.00
- Tax (10%)
- $2,690.00
- Total
- $29,590.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (40%)
- $11,836.00
-
Launch ad spend, kept apart
Their $3,000 media budget for the launch is an estimate in its own box: they pay the platforms, and it never appears in your total.
Ad spend estimates & management feesLaunch ad spend (your estimate)
Not in our fees$3,000 over the 4-week launch ·Paid by you directly to the ad platforms
- Social ads$1,800
- Search ads$1,200
Ad spend is your estimate of what the client will pay the ad platforms directly. It isn't part of your fee, isn't in the totals and isn't collected through the proposal. QuoteCloud doesn't connect to ad platforms or pull analytics.
-
Fourteen weeks on one chart
Identity and labels with two rounds each, website copy, the photography day and the launch as a Gantt chart with milestones.
Gantt charts: Business plan
Project plan
StageW1W2W3W4W5W6W7W8W9W10W11W12W13W14Discovery workshop Week 1 to 1Brand strategy Week 2 to 3Identity, 2 rounds Week 4 to 7Labels, 2 rounds Week 7 to 10Website copy Week 8 to 11Photography day Week 9Spring launch optional Week 12 to 14Launch day Week 12 -
Two signers
Both owners sign, then the deposit
Grace has signed; Tom signs from his own inbox. Once both have, the 40% deposit is paid by card through Stripe.
Sign-off & the first paymentAccept, sign and pay
1 of 2 signed
- Grace KirkbyOwner & winemaker Signed16 Oct 2026
- Tom KirkbyOwner Awaiting signature
Deposit on signing (40%)
$11,836.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
AI Co-Worker · Business plan
A first draft of the summary, yours to accept
Attach your discovery call notes and ask for an executive summary. The AI Co-Worker drafts it in the editor; it stays flagged until someone on your team accepts, edits or rejects it.
Case studies, team bios & AI-drafted summariesAI Co-WorkerDraft an executive summary from the discovery call notes. Plain and friendly, no promises about results. kinroy-discovery-call.txt
Suggested by AI Co-Worker · review before sending
Executive summary
Kinroy sells hiking and camping gear online and through two stores. Most new customers find you through search, and you want more of them to come back for their next trip.
This retainer brings search, social, paid, email and content under one plan for twelve months, with a review call every month and a written plan for each quarter.
AI Co-Worker can make mistakes. Its text stays flagged until someone on your team accepts, edits or rejects it.
A retainer's last 60 days, without a scramble
An agency's own renewal routine, using QuoteCloud's expiry dates, bulk send and signatures. Nothing in it renews or bills by itself.
-
60 days
See what's ending
Filter the dashboard to Expiring Soon and list the retainers that end this quarter.
Expiry dates -
45 days
Prepare the year ahead
Review each retainer with the account lead and decide which channels move up, down or stay.
Your judgement -
30 days
Send the renewal offers
One renewal template, bulk-sent as a personalised proposal to each retainer client.
Bulk send Essentials and up -
14 days
Answer the questions
See who has opened theirs and reply to comments inside the proposal.
Comments -
Expiry
A new term, signed
The client signs the new year and pays the first month, or the old retainer simply ends on its date.
eSignature
Drawn by us to show an agency's own process. QuoteCloud does not renew agreements or bill monthly fees.
Case studies and bios, ready for every pitch
Save the blocks your agency reuses once, then drag them into each proposal and tailor them. Case studies are your own work: label any forecast as your estimate.
- Our 90-day onboarding methodMethod
- Case study: outdoor retailer, search and emailCase study
- Case study: allied health clinics, local SEOCase study
- Team bios: strategy, SEO, social, paidTeam
- Channel tiers: SEO, social, paid, email, contentPrice table
- Onboarding questionnaireForm
- Scope, revisions and ad spend termsTerms Locked
- 1CoverFrom the retainer template
- 2Executive summaryDrafted with the AI Co-Worker, then accepted
- 3How we work From library
- 4Work we're proud ofThe closest match to Kinroy From library
- 5Your team From library
- 6Your retainerTiers chosen, add-ons to tick From library
- 7Onboarding questionnaire From library
- 8Scope and terms Locked block
- 9Accept, sign and payElena and Daniel
Company and personal content
Folders, search and filters, pinned favourites, and role permissions for who can add or edit.
Locked terms
Scope and ad spend wording that account managers can use but not change.
Business plan
Price tables as blocks
Channel tiers saved with their repeating items, so every proposal starts from the same prices.
From discovery call to signed retainer in five steps
What happens between a good first conversation and the first month landing in your account.
Start from your template
Open your retainer template with your cover, method and terms already in place.
Choose channels and tiers
Drag in the channel tiers from the library and set each channel's level, with add-ons the client can tick.
Show the ad spend apart
Add the client's media budget as their own estimate, outside your totals.
Send it to every signer
The marketing lead and finance each get their own link, with the onboarding questionnaire inside.
Signed, first month paid
Both sign, the first payment is made by card or PayPal, and the signed status can reach your CRM through Pipedrive or Zapier.
Connected to your CRM and your accounts
Pipedrive connects directly; HubSpot through Zapier. Zapier, Make and the QuoteCloud API from the Essentials plan; Xero and QuickBooks Online native on Business, or through Zapier. No ad platform or analytics tool is connected.
- Pd PipedriveProposals from deals · direct
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HubSpotDeals and contacts · Zapier
- Za ZapierSigned proposals to your apps
- Mk Make.comScenarios for your workflow
- API QuoteCloud APIProposals from your own systems
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StripeFirst payment on signing
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PayPalDeposits for freelancers
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XeroAccounting · Business or Zapier
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QuickBooks OnlineAccounting · Business or Zapier
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monday.comProjects & work management
- Gs Google SheetsRetainer register · Zapier
- Sl SlackDocument updates for the account team
Marketing templates, ready to make your own
Real QuoteCloud templates for agency, digital marketing, SEO and PR proposals. Open one, add your channels, tiers and terms, and send.
- Proposal template Marketing Agency Proposal Template A full agency proposal: who you are, approach, services and pricing, ready for your own channels and tiers. View template
- Quote template Digital Marketing Services Quote Template SEO, social, content, PPC and email services with scope, objectives, pricing, timelines and terms. View template
- Proposal template SEO Services Proposal Template SEO strategy, deliverables, timelines and pricing laid out for a monthly retainer. View template
- Proposal template Public Relations Proposal Template A PR plan for agencies and freelancers pitching media and communications work. View template
Marketing, advertising & PR templates Templates for marketing services
Everything an agency sends
From the first retainer proposal to the renewal a year later.
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Retainer proposals & scope tiersSEO, social, paid, email and content as good, better and best tiers, with add-ons the client ticks and monthly fees shown in the agreement.Explore
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Brand, website & campaign project proposalsRebrands, website content and launch campaigns as phases with a Gantt, a moodboard and a deposit on signing.Explore
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Ad spend estimates & management feesThe client's media budget shown as their own estimate, apart from your management fee, so nobody mistakes one for the other.Explore
- SEO, social, paid, email & content scopesWhat each channel includes at each tier, written once as reusable scope blocks and dropped into every proposal.
- Case studies, team bios & AI-drafted summariesCase studies, bios and your method as library blocks, and an executive summary the AI Co-Worker helps draft for you to accept.
- Scope of work, deliverables & revision roundsDeliverables, revision rounds and what's out of scope as locked terms, and changes as a revised version the client signs.
- Onboarding questionnaires & client briefsThe brand questionnaire inside the proposal, so the brief arrives with the signature instead of three weeks later.
- Sign-off & the first payment on signingThe marketing lead and finance each sign, and the onboarding fee or first month is paid on signing through Stripe or PayPal.
- Retainer renewals & annual reviewsExpiry dates you see coming, the annual review as a revised proposal, and renewal offers bulk-sent to retainer clients.
- CRM & integrations for agenciesPipedrive direct, HubSpot through Zapier, Make and the API, and Xero or QuickBooks for the invoices you send.
- Marketing proposal templatesReal QuoteCloud templates for agency, SEO, social media, digital marketing, PR, copywriting and logo design proposals.
- QuoteCloud implementation for agenciesYour proposal converted, channel tiers in the catalogue, case studies in the library and the team trained.
- FAQAnswers to the questions agencies, studios, PR firms and freelancers ask most.
Marketing proposal and retainer questions, answered
Can I price a marketing retainer as good, better and best tiers?
Yes. Write each channel's tiers into your price tables, or offer whole packages as a single choice the client picks. Monthly fees are repeating price items with a term, one-offs such as onboarding sit beside them, and add-ons are optional rows the client ticks. Totals update as they choose.
Does QuoteCloud bill my monthly retainer?
No. Monthly fees are shown in the agreement as repeating charges. QuoteCloud can take a payment when the client signs, such as the first month and onboarding, through Stripe or PayPal. Later months are invoiced by your agency, for example from Xero or QuickBooks.
How do I show the client's ad spend without it looking like my fee?
Put the media budget in its own content block or section, labelled as the client's estimate and kept out of your totals. The client pays the ad platforms directly. QuoteCloud doesn't connect to ad platforms, pull analytics or collect ad spend.
Can both the marketing lead and finance sign?
Yes. Add every signer and each gets their own link and signature block, with no account needed. You can see who has signed and who hasn't. Every signed document comes with a certificate of authenticity and an audit trail.
Can a client fill in our onboarding questionnaire inside the proposal?
Yes, with the Forms block on the Business plan: a form inside the document, so the client answers your brief questions in the same proposal they sign. It isn't a website form.
Can the AI Co-Worker write our proposals?
It helps your team draft inside the editor on the Business plan, for example an executive summary from attached call notes. Its text stays flagged until someone accepts, edits or rejects it, and it can make mistakes, so a person always reviews it.
Does QuoteCloud connect to HubSpot or Pipedrive?
Pipedrive connects directly, so proposals can be created from deals. HubSpot connects through Zapier. Zapier, Make and the QuoteCloud API are on Essentials and up; native CRM and accounting integrations are on Business.
Which plan do marketing agencies need?
Essentials covers price tables, templates, the content library, payments, bulk send, expiry dates and Zapier. Business adds Gantt charts, content locking, the Forms block, version history, approvals and the AI Co-Worker. eSignatures are on every plan, including Free.
Your next pitch, signed and started
Free for 14 days. No credit card required.