Quoting Software for Agencies — Faster, Error-Free Estimates

From discovery to proposal: structure deliverables, revisions, milestones, and terms in minutes.

Who it’s for

Web & product studios
Branding and creative agencies
Performance marketing & content teams

Why

Auto-insert revisions, out-of-scope items, and approval gates
Milestone-based pricing and payment schedules
Optional add-ons to increase average order value
Share a secure proposal link with e-signature (coming soon)

Try TIBR free

No credit card required.

The quoting problem agencies face

Discovery notes, scopes, and options live in scattered docs and custom slides. Proposals take hours to format, upsells get missed, and assumptions aren’t standardized—leading to margin leakage and disputes later. TIBR structures your proposals so you quote faster, upsell consistently, and protect scope.

Manual formatting → slow proposals and inconsistent output
Unclear assumptions → rework, scope creep, and disputes
Missed add-ons/alternates → lower average order value

How works for agencies

Capture discovery fast. Paste notes or talk through scope: deliverables, timelines, team mix, assumptions.
AI structures the proposal. Sections for scope, deliverables, phasing/milestones, terms, inclusions/exclusions.
Guided prompts catch gaps. Reviews, approvals, out-of-scope items, content ownership, third-party costs.
Upsells & alternates. Package options (Good/Better/Best), add-ons (strategy, creative variants, maintenance).
Export & share. PDF/Word/CSV, or a branded proposal link with version history (e-signature coming).

Account Managers

Quote from discovery notes in minutes
Standard assumptions reduce back-and-forth
Clear options increase acceptance rates

Producers / PMs

Milestones, timelines, and approvals pre-defined
Clean handoff to delivery with scope clarity
Audit trail for revisions and approvals

Finance & Ops

Consistent pricing structure and terms
Optional add-ons grow average order value
Exports for invoicing and forecasting

Typical proposal components covered

Discovery, strategy, and creative concepts
Design & production (web, brand, campaign assets)
Content development, revisions, and approvals
Project management, QA, and handover
Alternates and add-ons (A/B variants, maintenance, training)

Integrations & outputs

Export proposals to PDF/Word/CSV. Use reusable cost/effort libraries by service line. Accounting/CRM integrations (QuickBooks Online, Xero, and popular CRMs) are planned — see the roadmap.

Results agencies see

50–80% faster proposal creation
More consistent assumptions → fewer disputes
Higher win rate and average order value with clear options

Want specifics? See customer stories.

Try TIBR free

FAQs

Can we duplicate previous proposals?

Yes — duplicate a proposal, adjust scope/options, and export.

Does it support multi-currency?

Yes — choose currency per proposal; exports reflect it.

Can we add upsells and alternates?

Yes — add package options and add-ons (strategy, variants, maintenance, training).

Can clients e-sign?

E-signature is on the roadmap; shareable proposal links are available now.

How are assumptions handled?

Standard inclusions/exclusions and prompts reduce scope creep and disputes.