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Home / For Agencies / Proposal Builder
Proposal Builder 1.0 (WPB)

Close more deals. 3X faster.

Create comprehensive, attractive proposals with ease. Impress your clients and win more projects with WordPromise security and maintenance proposals, ready in minutes.

Start now
Agency program
~80

Pre-filled audit items

3X

Faster proposals

PDF

Share-ready export

WordPromise proposal builder illustration
Features

Everything you need to win the project.

Build, send and track professional proposals — with WordPromise audit items already written for you.

Tailored proposals

  • Ready-made content
  • Flexible sections, design elements and panels
  • Custom pricing and deliverables
  • Custom team member declarations
  • Custom media content

Send & track

  • Manage the status of each proposal
  • Download a PDF to share with clients
  • Edit existing proposals
  • Ready-made email templates
  • Manage pricing and discounts

Technical item list

  • Pre-filled database of ~80 audit items
  • Scanning, monitoring and security strategy
  • Core, hosting and user login diligence
  • Theme, plugin and core upgrades
  • Speed, performance and SEO audits
~80

audit items, pre-written and ready to add

Comprehensive technical item list

No more writing technical scopes from scratch.

Pick from a database of WordPromise audit items covering every part of WordPress care.

  • Website scanning
  • Monitoring
  • Security strategy
  • WordPress core
  • Hosting
  • User login diligence
  • Theme & plugin upgrades
  • Speed & performance
  • SEO audits
Templates & media library

Build once. Reuse forever.

Save customized sections and templates for future proposals, with professional cover pages and dynamic technical items.

01

Choose a template

Start from a professional cover page and ready-made sections.

02

Add audit items

Pick the WordPromise audit items that fit your client.

03

Set your pricing

Add custom pricing, deliverables and discounts.

04

Send & track

Email it with a ready-made template, share the PDF and track its status.

“
…a fully professional proposal is ready with all WordPromise audit items included.
TB
Tom Bergey
Owner, Bergey Creative Group
3X

faster proposals

Start building proposals today.

Proposal Builder is included for WordPromise agency partners. Sign up and start winning more projects.

Start now
Agency program