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AgencyKit Proposals review

#31 of 133 in Proposal Software

A practical workspace for agencies that need proposals, contracts, invoicing, and payments.

7.5/10Editor score
AgencyKit Proposals7.5 Visit AgencyKit

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

AgencyKit Proposals is a paid web and API workspace for freelancers and agencies that want proposal creation connected to contracts, invoicing, client records, time tracking, and reporting. Its core workflow covers branded, itemized proposals, shareable client links, PDF export, client view notifications, online acceptance, and e-signatures. Accepted proposals can become invoices in one click, carrying over line items, amounts, taxes, and currency. Pricing is billed per account rather than per user, which suits a solo freelancer or an agency organizing work through a shared account.

The plan structure starts with Starter at $9 per account per month or $90 per account per year. It includes proposals, contracts and invoicing, a leads pipeline and capture form, time tracking, and business, sales and time reports. Agency costs $39 per account per month or $390 per account per year and adds unlimited proposals, invoices and contracts, online payments, e-signatures, a client portal, team permissions, and AI client insights. Agency Pro costs $69 per account per month or $690 per account per year, adding white-label branding, unlimited clients and team members, an org chart, task approvals, client profitability, and VIP support. A 14-day Agency Pro trial provides a way to evaluate the higher tier before choosing a paid plan.

AgencyKit Proposals is strongest when the proposal is part of a broader client and revenue process rather than a standalone document. Stripe, PayPal, and Paymob support payment connections, while Google Calendar, Claude, and Cursor are listed integrations. Proposal, contract, invoice, and time-log linking, along with reports and business analytics, gives agencies a connected operating view. Choose it if your workflow needs proposals to progress into signatures, invoices, and payments. Consider another tool if you need a perpetual free plan, want online payments on the entry tier, or require white-label branding without moving to Agency Pro.

AgencyKit Proposals pros and cons

  • Where it wins
    • Converts accepted proposals to invoices with line items, taxes, and currency
    • Combines proposals, contracts, invoicing, time tracking, and reporting
    • Supports e-signatures, online payments, multiple currencies, and client links
  • Where it doesn't
    • No perpetual free plan; the free access is a 14-day Agency Pro trial
    • Online payments are listed from the Agency plan, not Starter
    • White-label branding is limited to the Agency Pro plan

AgencyKit Proposals fact sheet, pricing and score →

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