Standardize the sales process
Give every opportunity a consistent structure for outcomes, deliverables, pricing, and next steps.
For agencies
Proposal software for agencies that need to move faster
DealClose helps agencies turn discovery notes into clear, branded proposals without rebuilding every document from scratch. Keep the offer consistent while tailoring the problem, solution, scope, and commercial terms to each client.
Personalize without rewriting
Use AI to adapt the proposal to the client while preserving your agency positioning and offer.
Reduce closing friction
Let clients review, sign, and pay a deposit from the same proposal flow.
One connected workflow
From deal details to a clear next step
- 1Turn discovery details into a first draft
- 2Define deliverables and project phases
- 3Present pricing and optional add-ons
- 4Apply agency branding
- 5Track client engagement
- 6Collect signature and deposit
Protect margin with clearer agency proposals
A proposal should explain the value of the engagement before the client evaluates the price. DealClose helps agencies organize the buyer problem, recommended approach, deliverables, investment, and next step in one coherent document.
Clearer scope also creates a better handoff after the deal closes because the client and delivery team can refer to the same approved expectations.
Keep momentum after the proposal is sent
Sending the document is only part of the sales process. DealClose records quote status and engagement signals so the team can prioritize follow-up instead of relying on guesswork.
When the client is ready, e-signature and payment collection reduce the number of tools and messages required to begin the engagement.
Explore related DealClose workflows
Create your next client-ready quote with DealClose
Start with the free plan and move from first draft to buyer approval in one focused workspace.
Create your first quote