Proposals & e-signature

Agency proposals that are sent in a minute and signed online.

ClientPlug turns your services into reusable proposal templates, sends branded proposals with your logo and colors, captures your client's e-signature, and adds the signed deal straight to your client dashboard. No separate proposal tool, no extra subscription.

< 2 min

Client setup time

2+

Ad platforms synced

Real-time

Data refresh

7 days

Free trial

Stop rebuilding the same proposal for every prospect

Most agencies write proposals by copying last month's Google Doc, swapping the client's name in a dozen places, fixing the pricing table by hand, exporting a PDF, and emailing it. Then they wait, with no idea whether it was opened, and chase a signature over email.

With ClientPlug you set up each service once as a template: your deliverables, line-item pricing (monthly and one-time), contract term, billing structure, and the fields you need the client to fill in. Merge fields like the business name and monthly total fill themselves in, so a new proposal is a few clicks and a quick review.

Your client gets a branded email with a link to review and sign, plus the PDF attached. You see when it's viewed, and the moment it's signed, both of you get the signed PDF with a signature certificate. The signed proposal can then be added as a client in one click, with the monthly fee, start date, and campaign type already filled in.

Benefits

Everything from pitch to signed client

Reusable templates

One template per service or client type, such as insurance leads or paid social, with pricing, deliverables, and terms built in.

Branded as your agency

Your logo, agency name, and brand colors on every proposal and email. Colors are picked straight from your logo.

Edit before you send

Add or remove text and images, and add fields for the client to fill in, with a live preview of exactly what they'll see.

Online e-signature

Clients sign with a finger, mouse, or typed name on any device. Every signature includes a certificate with the time, IP, and device.

Know where every deal stands

Track proposals from sent to viewed to signed, with your outstanding and signed totals at a glance.

Signed deal to client in one click

Turn a signed proposal into a client with its monthly fee, start date, and type, ready for payments, ads, and reports.

Features

Everything your agency needs

Built specifically for digital marketing agencies managing multiple clients across platforms.

Stripe Payment Sync

Automatically pull subscription data for each client. See who's paid, who's overdue, and your total MRR at a glance.

Meta Ads Integration

Sync campaigns from Meta Ads Manager. See spend, results, cost-per-result, and performance trends for every client.

Google Ads Integration

Connect your MCC account and pull campaign data for every client. GAQL-powered queries keep metrics accurate.

Meta Conversions API

Set up server-side conversion tracking for any client in one line of code. Recover signal lost to iOS and ad blockers, and lift Event Match Quality, no developer required.

MRR Dashboard

Track your agency's monthly recurring revenue in real time. See contributions from each client and total growth.

Client Overview Table

Every client in one sortable, searchable table. Payment status, campaign health, and revenue at a glance.

Campaign Cost Tracking

Set target costs per result for each campaign. See at a glance which campaigns are performing above or below target.

AI Campaign Insights

Generate a prioritized action plan for any campaign from its Meta and Google data, then export it to PDF or Word in one click.

White-Label Client Reports

Send branded performance reports on autopilot, scheduled weekly, monthly, or on custom dates, straight to each client's inbox.

Proposals & E-Signature

Send branded proposals from reusable templates. Clients sign online, you're notified instantly, and the signed deal becomes a client in one click.

Health at Every Level

One health score for your whole agency that drills down to every client, campaign, and individual ad, so you spot trouble at a glance.

Pricing

Simple, transparent pricing

Every plan starts with a 7-day free trial. Cancel anytime before it ends and you won't be charged.

Starter

For freelancers and solo operators

$19/month
  • Up to 5 clients
  • Meta & Google Ads sync
  • Stripe payments & live MRR
  • White-label client reports
  • Proposals with e-signature
  • Analytics, churn & health scores
  • Campaign cost targets
  • To-do lists & Google Calendar
Start 7-day free trial
Most Popular

Pro

For growing agencies

$29/month
  • Everything in Starter, plus:
  • Up to 10 clients
  • 1-line Meta Conversions API
  • Priority support
Start 7-day free trial

Enterprise

For established agencies

$49/month
  • Everything in Pro, plus:
  • Unlimited clients
  • AI campaign insights (100 credits/mo)
  • Team members & roles
Start 7-day free trial
FAQ

Common questions

Yes. Proposals and e-signature are included on every ClientPlug plan, with no per-document fees and no separate subscription.

Clients agree to sign electronically before signing, and every signed proposal includes a signature certificate recording the signer's name, email, time, IP address, and device. Electronic signatures are widely recognized under laws like the U.S. ESIGN Act; check the rules that apply to your contracts.

Yes. Add fields like a billing contact, address, or licensed states as short answers, long answers, dates, or checkboxes, and mark them required. Their answers appear on the signed PDF.

You and your client both receive the signed PDF by email, the proposal moves to your Signed tab, and you can add it as a client in one click so payments, campaigns, and reports start from day one.

Send your next proposal in a minute

Branded proposals, online signatures, and signed deals that become clients automatically. Free for 7 days.

7 days free on any plan. Cancel anytime before it ends.