Create My Proposal review
A focused proposal workspace with free AI assistance and client approvals.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Create My Proposal is proposal management software for service businesses that bill on scope. It supports branded proposals, reusable templates, pricing tables, project timelines, milestone planning, client comments, approvals, digital signing, and activity tracking. Its audience includes architecture, construction, real estate, consulting, marketing, tourism, engineering, and other businesses that need to present defined work and pricing to clients. Small teams can start with a free plan and use AI assistance for executive summaries, scopes, and follow-up emails.
Pricing is structured around three monthly tiers. Free costs $0 per month and includes basic templates with Create My Proposal branding. Pro is priced at $29 per month and adds unlimited proposals, custom branding, approval links, tracking and reminders, and reusable templates; it is listed as coming soon. Business is $79 per month and includes everything in Pro, plus team members, advanced analytics, saved terms, premium templates, and priority support; it is also listed as coming soon. The upgrade path is clear for teams that need branded client-facing documents, collaboration, or deeper reporting, but the paid tiers are not currently presented as generally available.
The product’s strongest area is the proposal workflow itself. Pricing tables support quantity, discount, tax, and deposit fields, while recurring or one-time pricing accommodates different billing structures. Multiple currencies and languages can help service businesses work across markets, and branded approval links keep review, comments, activity tracking, and signing connected to the proposal. Its focus is narrower than a broader sales or billing platform: it is web-only, does not include payment collection, and has no stated integrations. Choose it for a focused proposal process with free AI-assisted drafting; consider an alternative if integrations, payments, or a wider platform ecosystem are central requirements.
Create My Proposal pros and cons
- Where it wins
- Free plan with basic templates for getting started
- AI-generated summaries, scopes, and follow-up emails
- Approvals, signing, tracking, milestones, and flexible pricing fields
- Where it doesn't
- Pro and Business plans are listed as coming soon
- Web-only access limits platform coverage
- Proposal workflows do not include payment collection
Create My Proposal fact sheet, pricing and score →
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