For Upwork agencies
Upwork proposal workflow for small agencies
The ProposalLift Agency plan gives an Upwork agency one shared workspace. You invite your team, keep a persona for each specialist, and share one portfolio, one set of templates and hooks, and one pool of AI credits under organization billing. Everyone drafts from the same approved proof, and a person still reviews and submits every proposal. Agency costs $25 a month and starts with a 14-day free trial.
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What your team shares
Everything in an Agency workspace belongs to the organization, not to whoever created it, so the proof your best proposals use is available to everyone who drafts.
Personas for each specialist
One persona per person or service line, so a proposal is written as the teammate who will actually do the work.
One portfolio
Case studies added once and matched to every job by similarity, whoever is drafting.
Templates and hooks
The structures and openings that win for your agency, reused across the team instead of rewritten by each member.
Saved job filters
Shared searches for the niches you serve, with the same alerts and AI qualification the whole team sees.
Pooled credits
One credit balance for the organization, with a one-time grant of 50 credits when the plan starts.
Organization billing
One owner pays for the workspace. Members sign in and draft without handling billing.
How agencies set it up
Start the Agency plan
The owner starts a 14-day free trial of the Agency plan, with no card to start.
Import your roster from Upwork
Connect the agency's Upwork account and import agency members as persona drafts, then review and save each one.
Add shared proof
Load your case studies into the portfolio and save the templates and hooks your best proposals rely on.
Invite the team
Members join the workspace and draft from the shared context, on the web app or with the Chrome extension.
Agency vs Pro
| Compare | Pro | Agency |
|---|---|---|
| Price | $15/month or $150/year | $25/month or $250/year |
| People | One person | Owner plus invited members |
| Personas, portfolio, templates, hooks | Yours | Shared across the organization |
| AI credits | Personal balance, 30 credits when the plan starts | Pooled balance, 50 credits when the plan starts |
| Billing | Personal | Organization billing, paid by the owner |
| Free trial | 14 days, no card to start | 14 days, no card to start |
When another tool fits better
ProposalLift is built for agencies that want every proposal written from real proof and sent by a person. Some teams need something different, and it is better to know that up front.
- If you want automated bidding at high volume, look at tools built for it, such as GigRadar or Vollna's automation plans. ProposalLift never submits proposals.
- If you need e-signatures, quotes, or contracts after a client says yes, a proposal-document suite such as PandaDoc or Proposify covers that stage. ProposalLift works before the contract, on the Upwork application itself.
- If you need a shared workspace but want to self-host, note that the open-source edition is single-user, with no team workspace.
Frequently asked questions
Can my whole agency use one ProposalLift account?
Yes, on the Agency plan. The owner creates the workspace and invites members, who each sign in with their own login and draft from the shared personas, portfolio, templates, and hooks.
How do credits work for a team?
Agency workspaces share one pooled credit balance. Any member's AI actions draw from it, and it can be topped up with credit packs.
Can I import my Upwork agency members?
Yes. After connecting the agency's Upwork account, you can import agency members as persona drafts. Listing an agency's staff needs owner or admin permission on Upwork; otherwise you can import just your own profile.
Does ProposalLift submit proposals for my team?
No. Every proposal is reviewed and submitted by a person on your team. ProposalLift never submits and never spends Connects.
Keep reading
Write your next Upwork proposal from your real work
Use the hosted app with a 14-day free trial and no card to start, or self-host the free, open-source edition on your own server.