Proposals
What does AgencyFlo's proposals do?
Why your agency needs proposals. Proposals that close and become projects.
Proposals that close and become projects.
Send proposals that read as part of the work, not a separate document, and turn into live projects on accept.
Connected to the whole loop
Nothing here is a silo. Changes flow to projects, invoices and your P&L automatically, so the rest of the system stays in sync without manual re-entry.
No stitched-together stack
Replace the patchwork of single-purpose tools with one operating system, so your team spends time on client work instead of moving data between apps.
Why a document tool stops at signature
PandaDoc and its kind produce a handsome proposal, capture the signature, then go quiet. The scope you wrote gets re-entered into a project tool. The rates get keyed into a timer. The handoff from sales to delivery is a day of admin and a chance to lose detail. A proposal in AgencyFlo is already part of the work it describes, so nothing gets retyped after the client says yes.
Accept turns it into a project
The difference is what happens on yes. An accepted proposal becomes a live project with the scope, team, rates and timeline already in place. There's no re-briefing the delivery team and no gap between the deal closing and the work starting. The document the client signed is the project the team runs.
Drafted from real history, not a blank page
FloAI drafts the first version from a short brief, pulling the client's past engagements, the studio's pricing patterns and a saved template. Each proposal starts most of the way done, so the owner edits the specifics instead of writing from scratch. Because the drafting sits inside AgencyFlo, the numbers reference what the studio actually charges. The proposal reads as part of the work, not a separate sales artefact.
Your pitch call writes the first draft
You do not have to start from a blank brief. AgencyFlo's meeting intelligence sits in the discovery call, picks up the scope, the timeline and the budget the client described, then drafts the proposal from the conversation. By the time you are back at your desk it is waiting for you, in your brand, ready to refine and send.
Frequently asked questions
What does a proposal in AgencyFlo include?+
A proposal in AgencyFlo includes scope, deliverables, timeline, team, pricing and terms, generated from the client record and the studio's templates. FloAI drafts the first version from the brief, the owner edits, and the proposal sends as a branded, interactive document the client can accept inline. On accept, the proposal becomes a live project with the same scope, team and pricing already in place.
Does AgencyFlo support proposal templates?+
Yes. Studios can save proposal templates for the engagement types they run most often (brand sprint, website build, retainer) and FloAI uses those templates as the starting point for new drafts. Templates include scope sections, deliverable lists, pricing structures and standard terms, so each new proposal starts 80 percent done and the owner edits the specifics.
How is AgencyFlo proposals different from PandaDoc?+
PandaDoc is a standalone document tool; once a proposal is signed, the agency re-enters the scope into a project tool and the rates into a time tracker. In AgencyFlo, an accepted proposal becomes a live project with the scope, team and rates already wired up. The document and the work it describes live on the same record, so nothing gets re-keyed.
Can clients accept proposals online?+
Yes. Proposals in AgencyFlo send as branded, web-based documents that the client opens, reads and accepts inline (no PDF download, no separate signing tool). The accept action triggers the proposal-to-project conversion, so the work starts the moment the client signs off, not after a manual handoff between the salesperson and the delivery team.
Can I use FloAI to draft a proposal?+
Yes. FloAI drafts proposals from a short brief, pulling the client's history, the studio's pricing patterns and a chosen template. The owner reviews, edits the scope and pricing, and sends. Because FloAI sits inside AgencyFlo with the live client and project data, the drafts reference real past engagements rather than generic placeholder copy.
Can AgencyFlo write a proposal from a call?+
Yes. When the meeting intelligence joins a prospect call, it captures what was discussed and drafts the proposal (and the matching contract) from the conversation, in your brand. You refine the specifics and send, often the same day, while the prospect is still warm.
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