Clear pricing with NO contracts or hidden fees:
STARTER
$
99
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • 2 Versions (DC & DB Proposal)
  • Filing: Proposals Stored Online
  • 50 Proposals (Year)
PRO
$
129
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • Unlimited Versions (DC, DB, 3(16), CB)
  • Filing: Proposals Stored Online
  • 150 Proposals (Year)
  • Plan Illustrations (Upload)
PLATINUM
$
149
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • Unlimited Versions (DC, DB, 3(16), CB)
  • Filing: Proposals Stored Online
  • Unlimited Proposals
  • Plan Illustrations (Upload)

*Setup fees can be paid up-front or added to the monthly user license fee.

core
$
62
Monthly
  • Multiple Versions (DC, DB, Combo, 3(16))

  • Email Proposals to FA & PS with One-Click

  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals
BETA
$
89
Monthly
  • Unlimited Proposals (Beta Users Only)
  • Multiple Versions (DC, DB, Combo, 3(16))

  • Email Proposals to FA & PS with One-Click

  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals

Team
$
199
Monthly
  • Unlimited Proposals
  • Multiple Users
  • Unlimited Proposal Storage
  • Completely Customize Your Content & Design
  • Embed Your Fees & Revenue Sharing Verbiage
  • Multiple Versions (DC, DB, Combo, 3(16))
  • Email Proposals to FA & PS with One-Click
  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals


  • One-time setup fee starting at $750.00
Clear pricing with NO contracts or hidden fees:
STARTER
$
99
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • 2 Versions (DC & DB Proposal)
  • Filing: Proposals Stored Online
  • 50 Proposals (Year)
PRO
$
129
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • Unlimited Versions (DC, DB, 3(16), CB)
  • Filing: Proposals Stored Online
  • 150 Proposals (Year)
  • Plan Illustrations (Upload)
PLATINUM
$
149
Billed monthly, set up fee starts at $750.
  • 100% Custom Content
  • Your Branding: Colors & Logo
  • Unlimited Versions (DC, DB, 3(16), CB)
  • Filing: Proposals Stored Online
  • Unlimited Proposals
  • Plan Illustrations (Upload)

*Setup fees can be paid up-front or added to the monthly user license fee.

core
$
62
Monthly
  • Multiple Versions (DC, DB, Combo, 3(16))

  • Email Proposals to FA & PS with One-Click

  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals
BETA
$
89
Monthly
  • Unlimited Proposals (Beta Users Only)
  • Multiple Versions (DC, DB, Combo, 3(16))

  • Email Proposals to FA & PS with One-Click

  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals

Team
$
199
Monthly
  • Unlimited Proposals
  • Multiple Users
  • Unlimited Proposal Storage
  • Completely Customize Your Content & Design
  • Embed Your Fees & Revenue Sharing Verbiage
  • Multiple Versions (DC, DB, Combo, 3(16))
  • Email Proposals to FA & PS with One-Click
  • Cloud Storage of Proposals
  • Edit, View, Resend Proposals


  • One-time setup fee starting at $750.00
7 Reasons Why
re-invent your proposal?
You feel it looks outdated
It does not help you sell
It's FLAT
It's NOT persuasive  
It looks OUT-DATED 
(next to advisor / fund company slicks) 
It does not help you close
3 top features
Focusing on features that matter

You are working every single day to win these deals (plans)...

You know that they need this..

You know you are doing a good job..

You know all the things you can do for them..

And yet there seems to be a gap..  You can't get them to understand how you are different and why they should not hire a payroll or bundled provider.

You know what it is...  It's probably your proposal.  

Because that proposal you hand them is a part of how they gage you, how they understand what makes you a better partner.

Ever tried to design your proposal?

Not only is this frustrating, but it distracts you from high-value, high-revenue activities: sales, consulting and marketing.

TPAproposal does 100% of the design for you so you can focus on growing your business.  

You wouldn't get into the ring with one hand tied behind your back.  Well winning more deals requires numbers AND persuasion.  Take a look for yourself, TPA proposals are filled with spreadsheets and figures but lack persuasion and a visual representation of value.  Now consider that 55% of communication is visual and it's not difficult to understand that the more a prospect can visualize the value you bring to their plan and organization, the more deals you win.  

TPAproposal allows you to insert the figures and spreadsheets into a proposal that leverages visual elements to persuade prospects to hire your firm.