Effie
Effie: A free web-based proposal tool with AI drafting, signatures, and client analytics. Ranked #59 of 133 in Proposal Software by our editors (6.9/10); pricing: Free plan; best for solo users wanting free AI-assisted proposals.
At a glance
- Editor score6.9 / 10
- PricingFree plan
- Best forSolo users wanting free AI-assisted proposals
- Free planYes
- Paid fromFree
- Facts checked20 Sep 2026
Where it wins
- AI drafts proposals from business details, client notes, and website context
- Supports packages, pricing models, reusable content, and branded editing
- Adds public links, signatures, acceptance, and proposal status analytics
Where it doesn't
- Web-only access limits platform flexibility
- Integrations center on Stripe and Gmail
- Broader workspace features may exceed simple proposal needs
Our verdict on Effie
Effie combines proposal creation with client management, projects, contracts, time tracking, invoicing, and team workflows in one web-based workspace. It is aimed at service businesses, with particular appeal for solo users who want free AI-assisted proposal drafting. The AI can use business details, client notes, and website context to create proposal drafts, while the editor supports branding, rich text, images, packages, and pricing. Proposals can use fixed-fee, hourly-retainer, or percentage-based pricing.
For proposal production, Effie covers the main workflow from drafting to client decision. Users can save packages and content blocks for reuse, create public mobile-friendly links that do not require client login, and collect online acceptance with built-in e-signatures. Proposal analytics track sent, viewed, accepted, and rejected proposals, giving service providers visibility into client activity and outcomes. These features make Effie a practical fit for repeatable proposals that need structured pricing and a clear approval path.
Effie also fits teams that want proposal work connected to a broader service-business workspace rather than handled as a standalone document task. Stripe and Gmail are the listed integrations, so organizations needing a wider integration ecosystem may prefer another option. Its web-only platform is straightforward for browser-based workflows but offers less flexibility for users seeking native desktop or mobile applications. Solo service providers should consider Effie when free AI drafting, reusable proposal content, signatures, and analytics matter most; buyers seeking extensive integrations or a narrowly focused proposal editor may want an alternative.
Your product? Our editors can test Effie in depth and publish a review, labelled as paid · from $149/mo →
Effie pricing
Effie fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Free |
| Built-in e-signatures | Yes |
| Client activity tracking | Not verified |
| Online payment collection | Not verified |
| CRM integrations | Not verified |
| Custom branding | Not verified |
| Included team seats | Not verified |
| Analytics and reporting | Not verified |
| Deployment | Cloud |
| Platforms | Web |
| Built for | Small business, Mid-market (editorial estimate) |
| Integrations | 2 integrations: Stripe, Gmail |
| Pricing | Free plan (source) |
| Website | tryeffie.com |
| Facts checked | 20 Sep 2026 |
Effie integrations
Effie lists 2 integrations on its own site.
- Stripe
- Gmail
Alternatives to Effie
- PandaDocA broad proposal workflow platform spanning documents, signatures, payments, and CRM integrations.9.4
- ProposifyA structured proposal workspace with quoting, approvals, signatures, and analytics.9.2
- AnchorA broad proposal-to-payment platform with free access and transaction-based pricing.9.0
Also Ranked In
Effie is ranked in 2 of our directories.
Used Effie? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Effie for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Effie is listed in our Proposal Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/effie/"><img src="https://www.itechguides.com/best/badge/effie.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update