AgencyTerminal

Run your creative business with agency.

Proposals, contracts, invoices, and finances, with help from an agent that knows your business.

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Everything between “what’s your budget?” and getting paid.

Proposals that write themselves

Paste a client email, a text thread, or messy notes. Get a polished proposal with deliverables and pricing, written in your voice and calculated from your rates.

Proposal to signed contract

Send a branded proposal as an email straight from the platform. Your client reviews, approves, and signs the contract, all without leaving the link. No back-and-forth PDFs.

Invoicing & payments

Approved proposal or signed contract to invoice in one click. Clients pay by card or ACH via Stripe. No markup on processing fees. Ever.

Your real numbers

Track income, expenses, and project profitability in one view. See what you actually made, not what you think you made.

How It Works

From messy notes to money in the bank. Four steps.

1

Drop in the conversation

A client email, a text thread, a napkin sketch. Whatever you’ve got.

2

We write the proposal

Professional shoot goals and deliverables. Pricing auto-calculated from your saved rates. Ready to edit or send as-is.

3

Send a branded quote

White-labeled PDF with your logo, colors, and terms. Clients can review and approve online.

4

Invoice and get paid

Convert approved quotes to invoices in one click. Clients pay via Stripe. Money hits your account and you track it in your ledger.

An agent that learns your Agency.

Quietly learns what works for your Agency from the proposals you send and the deals you close.

7 documentsLast built 4/16/2026Update Agent Brain

Proposal Patterns

patternsAuto-generated
Updated 4/16/2026

Proposal Patterns

Structural Patterns

Section Organization & Order

  • Client identification — Always specified upfront
  • Scope — First substantial section, varies from brief (studio rental) to detailed multi-paragraph descriptions
  • Goals — Consistently appears with bullet points; ranges from 1–3 items for simple projects to 5+ for complex ones
  • Deliverables — Always bulleted list; some proposals include revision rounds and delivery specifications
  • Approach — Optional section; appears in roughly half of proposals, either as "N/A" or detailed workflow
  • Exclusions — Consistently included; either "N/A" or specific items listed with bullets
  • Value — Always final line item with dollar amount
Deliverables Structure
  • Format specification — High-resolution, web-optimized, platform-specific exports consistently mentioned
  • Revision rounds — When specified, typically "up to 2 rounds" with clear boundaries
Agent
Draft the invoice for Beachside.
50% deposit on net-15, balance on delivery — same as last time?
Yes, send it.
Invoice draft
Amount$4,200
TermsNet-15
Ask Agent…
Pending your approval3 items
Beachside Bistro — Proposal
Drafted · ready to review
EditApprove
Acme Co. — Invoice INV-0042
Drafted · ready to send
EditApprove
Maya — Follow-up email
Drafted · friendly nudge
EditApprove
Meet the agent

Meet the agent.

Pick a quick action and watch it work.

Your judgment is your most valuable asset.Stop losing it.

Every proposal you write, every project you price, every client you win is knowledge. Right now it lives in your head, scattered across documents, or lost the moment a project closes.

AgencyTerminal saves it. Your pricing logic, your proposal language, your project patterns, captured automatically as you work. Over time, that becomes the foundation for your own AI agent: software that knows how you operate and can do the work the way you’d do it.

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Send your first proposal in 10 minutes.

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