Proposal software for agencies that turns pitches into retainers
Turn a great discovery call into a proposal that wins over the founder, the finance lead and everyone else who wasn't in the room.
- No credit card
- Every feature included
- Your buyers never log in
Prepared for Northwind Logistics
Dana, here’s what we heard
- “The monthly report takes us two days, every month.”
- “Leadership can’t see what’s working until it’s too late.”
What the sender sees
- What we heard1m 40s
- Pricing4m 05s
Shared with Priya in Finance
Start with what the client said
Every proposal opens with the client's goals in their own words, drafted by AI from your call. It reads like a plan made for them, because it was.
Your best work, right where it counts
Put case walk-throughs, screenshots and sample reports right beside the problem they solve, so the client can picture you doing the work.
See who's leaning in
Every colleague gets their own link, so you know when the founder opens it and what they read. Your next conversation writes itself.
How it works
- 1
Paste the transcript or notes from your discovery call.
- 2
Approve the client's goals, then add your approach, your work and retainer options.
- 3
Send one link. The client shares it with everyone who decides, and accepts in one click.
- No credit card
- Every feature included
- Your buyers never log in
Agency proposals have a familiar challenge. The marketing lead loved your discovery call, and now the proposal has to win over the founder, the finance person and maybe a rival pitch, none of whom were on the call. Proposal software for agencies should let the proposal make the case on its own. AfterDemo turns that call into one interactive proposal page that looks as considered as the work you deliver.
Make the retainer the easy choice
Pricing shows 1-, 2- and 3-year terms side by side. A longer commitment earns a better monthly rate, and the client picks the option that fits instead of reacting to one number.
Then the marketing lead gets help selling it internally:
- A one-page business case they build for whoever signs off the budget.
- Print-ready for the founder who likes it on paper.
- One-click acceptance the moment they're ready to start.
Follow up like you were in the room
- A temperature on every deal: hot, warm, cooling or dead.
- An action plan of next steps across every open pitch.
- Follow-up emails drafted by AI in your own writing style.
If the founder went straight to pricing, you know exactly what your next conversation is about. More on proposal tracking.
Every pitch, as good as your best
Write your About Us and pricing explanations once in the section library, and start every proposal from your best structure. Sent and accepted proposals are logged on the HubSpot deal automatically.
Need a structure for a specific pitch? Our free templates drop straight in:
- Marketing proposal template for retainers.
- SEO proposal template for an audit plus monthly work.
- Web design proposal template for website projects.
There's more inside than one page can show. Click through a whole proposal the way your client will; the company in it is made up.
Questions before you start
Can I show portfolio work in an AfterDemo proposal?
Yes. Every section can include video, images and files, so a short case walk-through, before-and-after screenshots or a sample report sits right next to the problem it solves. The client sees exactly how you'd tackle their situation.
What does the client experience?
One clean page, opened with a link. No login, no account. They read their goals in their own words, see your work and pricing, share it with colleagues (each gets their own link), build a business case for whoever signs off the budget and accept with one click.
How fast can we send our first proposal?
The same day. Paste the transcript or notes from your last discovery call, and AI drafts the client's goals for you to approve. Add your approach, your work and your pricing, and send one link. The 30-day free trial needs no card.
Can the whole agency team work on proposals?
Yes. Owner, admin and seller roles keep everyone organised, and proposals can be private or shared across the company. The section library and templates mean every account manager starts from your best pitch.
Does it work with HubSpot?
Yes. Every sent and accepted proposal is logged on the HubSpot deal automatically, so your pipeline stays current without anyone updating it by hand.
How much does AfterDemo cost for an agency?
$39 per user per month, or $399 per user per year billed annually, with every feature included. You pay for the people who write proposals; clients are always free.
Turn your next pitch into a retainer.
- No credit card
- Every feature included
- Your buyers never log in