The Proposal Builder

Build SEO proposals from the lead's call and your data, then edit them with Claude.

NewThe Proposal Builder

Agency OS builds your sales proposals. It turns the lead's call notes and your SEO data into a finished SEO, Local and GEO proposal.
It's the same proposal we use to close deals at WEBRIS, ready to rebrand as your own. Find it in Tools.

Every lead card has a Proposal tab, so the lead and its call context go straight into the builder.

Hand any change to your own Claude, from filling a section to adding slides, then refresh. Edit the deck right on the deck.
Save the finished proposal as a PDF.

The smaller updates we shipped from Oct 6, 2026 to Oct 13, 2026, until the next release. See the full changelog for everything.

ImprovedAdmin: Client billing has its own admin-only columns, and a client's contract value is visible to admins only, everywhere it appears.

NewClaude: Claude can read and post comments on tasks and subtasks.

ImprovedTeam: New team members are invited to the app by default.

ImprovedToday: Edit an item's date from its comment line, jump to the Brief and Content links, and click links inside descriptions.

NewTasks: Checklists on tasks and subtasks.

NewTasks: Rich-text task descriptions that keep the formatting you paste in.

ImprovedTasks: Rename a custom plan template, and edit a template task's name from its card.

ImprovedAdmin: Agency money shows in your agency's currency everywhere. Some screens still showed $.

ImprovedPipeline: The monthly retainer is editable on won cards, imported or not.

FixedPipeline: A lead's last-contact date no longer moves when you add a note, and call and reminder dates show on the right day.