AgencyPitch vs Proposify
Proposify is the design-first proposal tool — beautiful templates, clean editor, sales-team-friendly. AgencyPitch is built specifically for marketing agencies — retainer pricing engine, brand-voice AI, video pitch, deposit collection. Here's where each one fits.
If you sell to enterprise B2B and design polish closes deals, Proposify is solid. If you run a marketing agency and need retainer pricing logic + AI that understands SEO/PPC/social context + deposit collection on accept, AgencyPitch is the focused fit — and costs ~$120/year for 5 users vs Proposify's $4,740/year on the AI-included plan.
Quick comparison
The 7 things that matter most when picking a proposal tool for a marketing agency.
| Feature | AgencyPitch | Proposify |
|---|---|---|
Built for marketing agencies? | Yes — only marketing agencies | No — sales teams + agencies, broadly. Generic positioning. |
AI included in base plan | Yes — every plan, unlimited | No — AI is on the Catalyst plan only ($79/user/mo) |
5-user agency cost | $119/mo flat (Agency tier, annual) | $245/mo (Tall) or $395/mo (Catalyst, with AI) |
Retainer + setup-fee pricing engine | Native data model | Build pricing tables manually |
Personalized video pitch in proposal | Native — paste Loom / YouTube / Vimeo | Embed video manually via custom HTML |
Inline section comments from prospects | Yes — buyer can ask questions on each section | Internal team comments only — buyers email you |
Deposit collection on accept | Built-in — BYO Stripe / Razorpay, money flows direct to you | Stripe integration for invoicing, but no deposit-on-accept flow |
Feature-by-feature breakdown
The full spec sheet — verified against Proposify’s public pricing + docs.
Templates & content
| Feature | AgencyPitch | Proposify |
|---|---|---|
Number of templates | 20 marketing-specific (SEO, PPC, social, web, content, fractional CMO, TikTok UGC, Webflow, more) | 75+ generic templates across sales, marketing, IT, design, consulting |
| Feature | AgencyPitch | Proposify |
|---|---|---|
Marketing-agency specificity | Every template built by working agency owners. Knows what an SEO retainer scopes, what a Google Ads engagement actually delivers. | Generic 'marketing services' templates. Beautiful but not specific to retainer-based agency work. |
Design polish | Clean serif-typography + brand-color theming. Functional, not over-designed. | Strong on this — well-deserved reputation for beautiful templates. Wins for visual-design-led sales. |
Brand-voice AI training | Upload past proposals → AI learns your tone. Future proposals sound like you wrote them. | AI on Catalyst plan only. Section-level assist, no persistent brand-voice memory. |
Pricing
| Feature | AgencyPitch | Proposify |
|---|---|---|
Pricing model | Flat per-agency: Solo $39, Agency $119 (5 users), Pro $279 (15 users) | Per-user: Tall $49/user, Catalyst $79/user, Bespoke custom |
| Feature | AgencyPitch | Proposify |
|---|---|---|
5-user agency cost (with AI) Proposify Catalyst is the only plan that includes AI. Tall plan ($245/mo for 5 users) has no AI features at all. | $119/mo (~$1,428/year) — AI included | $395/mo (~$4,740/year) on Catalyst plan |
AI cost | Unlimited on every tier including free | Available only on Catalyst ($79/user/mo) |
Free forever tier | Yes — 1 proposal/month, 10 templates, PDF export. No card. | 14-day trial only. No free tier. |
Closing the deal
| Feature | AgencyPitch | Proposify |
|---|---|---|
In-page e-signature | Yes — ESIGN / IT Act / eIDAS compliant. Audit log: IP, UA, country, signature digest. | Yes — ESIGN compliant, audit trail included. |
| Feature | AgencyPitch | Proposify |
|---|---|---|
Personalized video pitch at top of proposal | Native — paste Loom / YouTube / Vimeo URL → renders inline. PandaDoc benchmark: +52% open rate, +18% close rate. | Not native. You can embed video via custom HTML block, but no first-class video-pitch flow. |
Inline section comments (prospect side) | Yes — prospect asks question on a specific section, you get an email with reply-to set to them. PandaDoc benchmark: +30% close rate. | No — buyer-side commenting isn't a Proposify feature. Internal team comments yes, buyer asking goes via email. |
Setup-fee deposit on acceptance | Built-in. Connect your own Stripe / Razorpay → on Accept, prospect is redirected to your payment link → money flows direct to you | Stripe integration available for invoicing, but no native deposit-on-accept flow |
Pricing engine
| Feature | AgencyPitch | Proposify |
|---|---|---|
Retainer pricing model | Setup fee + monthly retainer + min commitment + performance bonus = a typed data model in the proposal | Build pricing tables manually for every proposal. No retainer-specific data model. |
| Feature | AgencyPitch | Proposify |
|---|---|---|
Multi-tier proposals (Foundation / Growth / Scale) | Native — pricing engine generates 3-tier comparison automatically | Build manually with pricing tables — but the editor handles it well |
Setup & onboarding
| Feature | AgencyPitch | Proposify |
|---|---|---|
Time to first proposal | 5 minutes — AI generates from prompt | 1-2 hours — pick template, customize, build pricing table, write content |
| Feature | AgencyPitch | Proposify |
|---|---|---|
Branding setup | Logo + colors → applied to every proposal automatically | Per-template branding — set up once per template you use |
Pricing comparison
Like-for-like at every team size. Numbers in USD; AgencyPitch auto-shows ₹ for Indian visitors at checkout.
AgencyPitch Solo is cheaper AND includes AI generation. Proposify Tall plan has no AI at all — you'd need Catalyst at $79/user for AI.
$1,512/year savings — and AgencyPitch includes AI on every plan, while Proposify Tall has zero AI features.
$3,312/year savings on the like-for-like comparison. The Catalyst plan is the only Proposify tier with AI — and it costs 3.3× AgencyPitch Agency.
$10,872/year savings. White-label proposals + API access are included on AgencyPitch Pro; both are higher tiers on Proposify.
Which one fits your agency?
Honest take: there are real cases where Proposifyis the right pick. Here’s how to decide.
Pick AgencyPitch when
- You run a marketing agency selling retainers, not one-off projects.
- You want AI included on every plan, not gated behind the most expensive tier.
- You sell SEO / PPC / social / web — the templates that actually exist out of the box.
- Per-user pricing is killing your margin as you add team members.
- You want closing tools (video pitch, inline comments, deposit) in one platform, not stitched together.
Pick Proposify when
- Visual design polish is the deciding factor in your sales — your prospects judge proposals primarily by aesthetic, not by content depth or pricing logic.
- You sell complex enterprise B2B contracts where the proposal is also the legal agreement, with custom clauses and approval workflows.
- Your sales team is structured around traditional B2B sales (BDR → AE → CS) and Proposify's CRM integrations are deeply embedded in your workflow.
- You're not selling a marketing-agency retainer — Proposify's templates are broader and may fit your service catalog better.
How to migrate from Proposify
The 5–6 step path most agencies follow. Most don’t go cold-turkey — they run both for 30 days before deciding.
- 1
Export your best Proposify templates as PDF
Proposify → Templates → select template → Download PDF. Pick the 2-3 you've used most recently and that closed at the highest value.
- 2
Sign up for AgencyPitch Free
No credit card. The onboarding wizard captures agency name, services, brand colors, and logo — about 3 minutes.
- 3
Upload your Proposify exports
Our AI reads them and extracts your voice. The output is an internal model of your tone — used to generate every future proposal so it sounds like you wrote it personally.
- 4
Pick a marketing-specific AgencyPitch template
Don't try to recreate your Proposify template exactly — AgencyPitch has 20 marketing-specific templates that are structurally different (and better fit retainer work). Generate one, see how the structure feels.
- 5
Run both for one billing cycle
Send your next 5 proposals on AgencyPitch. Keep Proposify active for any in-flight deals. After 30 days, compare close rates + prep time. Most agencies make the call before 30.
FAQ
Is AgencyPitch's design as polished as Proposify's?
Different aesthetic, not necessarily better or worse. AgencyPitch uses clean serif typography (Instrument Serif headlines) + brand-color theming + a calm reading layout. Proposify is more visual-design-forward. If you sell to design-conscious enterprise buyers, Proposify's polish may close better. If you sell to agency-owning founders who scan for substance, AgencyPitch's layout reads as more trustworthy.
Why is Proposify's AI more expensive than AgencyPitch's free tier?
Proposify monetizes AI as a premium add-on (Catalyst plan, $79/user/mo). AgencyPitch absorbs AI cost and includes it on every tier — including the free Starter. We can do this because our AI is purpose-built for marketing-agency context, so it generates good output with smaller token budgets. Proposify uses a generic GPT prompt and pays the broader API spend.
Can I migrate my Proposify pricing tables to AgencyPitch?
Not 1:1. Proposify pricing tables are per-template. AgencyPitch has a native retainer pricing engine — setup fee + monthly retainer + min commitment + performance bonus is a typed data model. You'll re-create your pricing in our format (5 minutes), but it then applies across every future proposal automatically.
Does AgencyPitch have CRM integrations like Proposify?
We have webhook + API access on Pro tier. Native integrations (Salesforce, HubSpot) are on the roadmap, not shipped yet. If your sales workflow depends on Proposify's HubSpot integration today, you'd build that yourself on AgencyPitch's API or wait for native integration. For most agency owners (who don't run a full CRM), this isn't a blocker.
What about e-signature compliance?
AgencyPitch captures the same audit log Proposify does — IP hash, user-agent, country, signed digest of signer name + email + timestamp. Compliant with US ESIGN, India IT Act §10A, and EU eIDAS. Both vendors meet the same legal bar.
Can I run AgencyPitch alongside Proposify during migration?
Yes — they're separate platforms with no overlap. Most agencies run both for 30 days: Proposify for in-flight deals already started there, AgencyPitch for new proposals. After 30 days, the close-rate + prep-time numbers usually make the decision obvious.
Send your next proposal in five minutes.
Free for 14 days. No credit card. Migrate when you’re ready, not before.