Your Current Proposal Process Is Costing You Money

Here's how most agencies handle proposals:

Build it in Google Docs or Canva. Export to PDF. Attach it to an email. Wait for the client to review it. Answer questions over email. Send a revised version. Wait again. Get verbal approval. Send a separate contract. Wait for signature. Send an invoice through Stripe or QuickBooks. Wait for payment.

That's a lot of waiting. And every day you wait is a day you're not getting paid for work you could already be doing.

Worse, this process makes you look like every other agency. Your proposal looks like a homework assignment. Nothing stands out. Nothing feels premium. Clients notice.

Proposals That Win Clients

SmartMetrics proposals look like they cost you thousands to design. Clean layouts. Professional typography. Your branding front and center.

When a client opens your proposal, they see an agency that takes itself seriously. Before they read a single word, they're already impressed.

Compare that to the Google Doc with misaligned margins you sent last month.

One Flow: Proposal to Payment

SmartMetrics combines your proposal, approval, and payment into a single client experience.

Build your proposal with clear pricing and scope. Set it up as a one-time project or a recurring monthly retainer. Add deliverables, timelines, and terms.

Attach your contract directly to the proposal. No separate emails. No "see attached" confusion.

Add optional services to increase deal value. CRO audit? Extra consulting hours? Advanced reporting package? Clients select the add-ons they want during approval. Their total updates automatically.

Clients approve and pay in one step. Native Stripe integration means they enter payment details right inside SmartMetrics. No redirects. No "I'll send an invoice separately."

You get notified the moment they approve. The moment they pay. No chasing. No wondering.

Upsells Without the Awkward Ask

Most agencies leave money on the table because asking for more feels pushy. Add-on services solve this.

When you build a proposal, include optional extras. Clients see them during review. They check a box if they want them. Simple.

You're not pushing. You're presenting options. Clients appreciate the transparency. And your average contract value goes up without a single follow-up call.

Templates That Save Hours

Stop rebuilding proposals from scratch. Save your most common project types as templates.

Monthly SEO retainer? Template. Website audit? Template. Paid media management? Template.

When a new opportunity comes in, load the template, adjust the details, and send. What used to take an hour takes five minutes. And every proposal looks just as polished as the last.

Everything Lives in the Client Portal

Clients don't need to dig through email to find their proposal. They log into their portal and see it alongside their tasks, reports, and shared resources.

This keeps your entire relationship organized. Clients know where to go. You look professional. Everyone stays on the same page.

Compare this to the typical experience: a client wants to review their proposal terms six months later. They search their inbox. They find three versions. They're not sure which one they signed. They email you asking for clarification. You dig through your own files. Twenty minutes later, you both have the answer.

With SmartMetrics, they click "Proposals" in their portal. Done.

How Agencies Use This

New client onboarding: Send your retainer proposal before the kickoff call. The client approves and pays. You start work immediately instead of waiting two weeks for paperwork.

Project expansions: Client wants to add a service mid-contract? Create a quick proposal with just the add-on. They approve in minutes.

Retainer renewals: Load last year's template, update pricing, send. No rebuilding from scratch.

Upselling existing clients: Add your premium reporting package as an optional service on every proposal. Some clients select it. Free revenue.

Why This Beats Proposify, PandaDoc, or DIY

Standalone proposal tools work fine. But they're another login. Another monthly fee. Another system disconnected from your actual client work.

SmartMetrics puts proposals inside the same portal where clients see their tasks, reports, and resources. One tool. One experience. One place for everything.

And unlike PDF proposals, SmartMetrics proposals are interactive. Clients select add-ons, approve, and pay without leaving the page. No email ping-pong required.

Plus, you didn't spend three hours in Canva making it look good. SmartMetrics handles the design. You handle the deal.

Get Started

Load a template or build from scratch. Add your services, pricing, and optional add-ons. Connect Stripe. Send your first proposal.

Your client gets a beautiful, professional experience. You get paid faster.