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What is the Best Tool to Create Contracts for Agency Clients

Gray MacKenzie
Gray MacKenzie is a true operations nerd who has spent the past decade helping hundreds of agencies build more productive, profitable, and healthy teams by solving the core issues plaguing their project management.

To chat with Gray and have ZenPilot lead your team through the last project management implementation you'll ever need, schedule a quick call here.

Creating contracts for clients can be a time-consuming process. So can testing out software after software trying to find the right solution. 

Our goal in this episode is to give you some options that we have personally used and liked, as well as some community suggested options that are worth your time to investigate. 

Let’s break them down.

Agency’s on a Budget

If you are bootstrapping a new agency and cash is tight a proposal software might now be in the budget. 

If that is the case we recommend combining Google Docs with either Adobe Sign (formerly EchoSign) or Docusign. Create a proposal template that you can use over and over again to save time. 

This was our approach in the beginning and although it took longer to create templates it is certainly the most cost-effective option.

Our Favorite Softwares

Here are our favorites that are worth checking out.

  • PandaDoc – This is the most talked about solution that I have heard so far this year. They combine the ability to send proposals, send quotes, manage your contracts, and get electronic signatures all in the same place. They also have a partner program worth looking into.
  • Proposify – This is a software we have used and really enjoyed. You can take advantage of some awesome templates and create beautiful proposals. It also has a HubSpot CRM integration to help you keep track of your deals. 
  • Bidsketch – This is another one that we have used and liked. Simple and straightforward. Widely used and widely liked. 
  • Nusii – Although we have not tried Nusii it has come recommended a few times to us. I love their website and clean UI. In the footer of the site they also go head-to-head with their competition explaining why they may be a better alternative. 

If you have used other contract tools at your agency and loved them let everyone know! Share them below or send us an email or tweet so that we can update the list.

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