The proposal workflow built for agencies & professional services firms
Wantly brings your service packages, pricing, and your team's expertise into one workflow — so you scope and price a proposal fast, send an interactive offer that sells the work, and get it approved and signed in the same place.
30-minute demo on your own services. We set the whole system up for you.
Trusted by agencies, consultancies & services teams
From boutique studios to consultancies and IT firms scoping and pricing every engagement.
Is Wantly right for your business?
A quick gut check before you book a demo.
Your proposal is your pitch — but it lives across a doc, a spreadsheet, and a signature tool
You already have templates. The problem is what is behind them: each proposal is re-scoped and re-priced by hand, the document is disconnected from your pricing, and once it is sent you are blind.
What staying manual quietly costs you
Scope and price from connected service packages
Build proposals from service packages with scope, included hours, and good / better / best options — all tied to your live pricing and margin. Reuse your best proposals, but with the pricing connected, not copy-pasted, so a polished, correctly priced proposal takes minutes.
Price project fees, retainers, and extra work clearly
Show one-time project fees, monthly retainers, included and extra hours, and the total contract value in one clear offer. See cost and margin before you send, with discount limits and approval rules for non-standard terms.
Send a proposal that sells your team and process
Build an interactive, on-brand proposal with your team, process, timeline, past projects, testimonials, and deliverables — not just a price. Present it in your client's language, so the proposal makes the case for choosing you.
Get it approved and signed in one place
Clients open the proposal on any device, review the scope and options, and approve and sign in the same flow — with the contract built from the proposal. Your team sees when it was opened and what got attention, so follow-up is timely.
Works with your CRM
Two-way sync with your CRM so proposals fit your pipeline — client and deal data flow in, proposal status and confirmed amounts flow back — plus an API for your other tools.
Connect any tool via API
We connect Wantly to any system using our open API — so you're never stuck with only the integrations on this list.
Excel and PDFs weren't built for complex product proposals
A doc, a spreadsheet, and a separate signature tool
One connected proposal workflow, from scope to signature
What used to take days of checking files, rebuilding PDFs and chasing updates now happens from one centralized workflow.
What changes for your business
Sharper, faster proposals that sell your team and expertise — not just a price. The first clear, compelling offer wins the conversation.
Scope and price from connected packages, with discount limits and approval rules, so you stop under-pricing the work and quietly losing margin.
Every proposal looks like your best one — on-brand and consistent across the whole team, no matter who builds it.
The honest answers to what you're thinking
Yes. Reuse your best proposals and packages, then tailor the scope and pricing per client — with a consistent, on-brand look every time.
They make a nice document, but do not know your packages, pricing, or margins, and cannot get a proposal approved and signed. Wantly connects your scope, pricing, and signature in one workflow, and uses AI where it helps.
No. You build nothing. We set up your service packages, pricing, and templates in about three weeks, then train your team.
Northpeak, a digital agency, replaced its Word and Google Docs proposals with zero setup work on their side. They cut proposal time from a day to under an hour and lifted their win rate with sharper, on-brand proposals.
A day → <1 hr
+39%
What agencies and consultancies say
We reuse our best proposal instead of starting over every time.
Retainers and project fees are finally clear to the client.
Clients sign in the proposal. No more chasing a separate contract.
FAQs
Quick answers to what agencies and professional services teams ask us most. Talk to us →
