Best Tools for Agencies 2026

Updated: February 2026

Professional tools for marketing, design, and creative agencies. Manage clients, projects, and deliverables at scale. We've curated 11 tools specifically suited for agencies.

Key Takeaways

  • Invoice2go is our #1 pick for proposal software for agencies in 2026.
  • We analyzed 11 proposal software for agencies tools to create this ranking.
  • 3 tools offer free plans, perfect for getting started.
  • Average editorial score: 31/100 - high-quality category.

11 Proposal Software Tools for Agencies

1
Invoice2go logo

Invoice2go

All-in-one invoice and estimate software for small businesses to manage finances and get paid faster.

Paid
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2
Bookipi logo

Bookipi

AI-powered business management tools for freelancers and small business owners.

Freemium
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3
Bonsai logo

Bonsai

The unified platform for service businesses to manage projects, clients, and billing.

Paid
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DealHub logo

DealHub

AI-powered CPQ, subscriptions, and usage billing for streamlined quote-to-revenue execution.

Paid
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Conga CLM logo

Conga CLM

Streamline revenue operations, contract management, and document generation with AI-powered automation.

Paid
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GetAccept logo

GetAccept

AI-powered digital sales rooms to streamline sales, accelerate closing, and win more deals.

Paid
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Proposify logo

Proposify

Streamline your sales process with professional, branded proposals from conversation to close.

Freemium87/100
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Best Proposal Software for Other Use Cases

Frequently Asked Questions

What is the best proposal software tool for agencies?

Based on our analysis, Invoice2go is the top choice for agencies, with a score of /100.

Are there free proposal software tools for agencies?

Yes! Bookipi, Proposify, PandaDoc offer free plans suitable for agencies.