Proposal Expert
Proposal Expert: A proposal workspace that combines AI drafting, scoring, analytics, and signatures. Ranked #1 of 26 in AI Proposal Generators by our editors (9.3/10); pricing: Free plan · 14-day trial; best for teams needing AI-scored, trackable proposals.
At a glance
- Editor score9.3 / 10
- PricingFree plan · 14-day trial
- Best forTeams needing AI-scored, trackable proposals
- Free planYes
- Paid from€24/mo
- AI proposal draftingYes
- Facts checked20 Sep 2026
Where it wins
- AI drafts proposals from briefs, notes, emails, or tenders
- Section-level engagement tracking with analytics and scores
- CRM synchronization, e-signatures, and branded client viewing
Where it doesn't
- Free plan limits users to 3 proposals per month
- Advanced collaboration and CRM features require paid tiers
- Enterprise capabilities are reserved for custom plans
Our verdict on Proposal Expert
Proposal Expert is web-based proposal and quotation software for freelancers, agencies, consultancies, trades, and B2B sales teams. It combines a block editor, reusable templates, brand kits, pricing tables, AI drafting, AI scoring, engagement tracking, CRM synchronization, and electronic signatures. Proposals can be shared through a branded viewer without client login, and signed documents include audit-trail information. The permanent Free plan provides 3 proposals per month, 25 AI credits, 5 templates, 3 e-signatures per month, basic analytics, and 250 MB of storage.
Pricing scales primarily with proposal volume, collaboration, and workflow depth. Starter costs €24 per month and includes 15 proposals per month, 100 AI credits, 15 templates and editor access, unlimited e-signatures, a custom logo, and email support. Professional costs €59 per user per month, adding unlimited proposals, 250 AI credits per user, unlimited templates and e-signatures, advanced analytics and AI scoring, and CRM integrations. Business costs €109 per user per month and adds 500 AI credits per user, unlimited users, white-labeling, Salesforce integration, API access, data export, and SSO / SAML. Enterprise adds custom integrations, unlimited AI credits under fair use, unlimited storage, custom onboarding and training, a dedicated Customer Success Manager, and an SLA guarantee.
The strongest fit is for teams that want proposal creation connected to sales follow-up. Pricing tables support optional line items and package options, while CRM synchronization can write back status or amount information. Client activity can be reviewed at section level, and Data Lab extends the analytics offering. AI scoring focuses on structure, clarity, and persuasiveness, giving teams a way to review proposal quality alongside engagement. Teams with light proposal volume may find the Free plan sufficient, while organizations needing unlimited usage, approval workflows, deeper CRM connections, or enterprise controls should choose a paid tier. It is less suited to teams seeking a non-web workflow or a simple document editor without proposal analytics and sales features.
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Proposal Expert pricing
All 5 Proposal Expert plans and prices →
Proposal Expert fact sheet
| Free plan | Yes |
|---|---|
| Paid from | €24/mo |
| AI proposal drafting | Yes |
| Pricing tables | Yes |
| Reusable content library | Yes |
| Client approvals | Not verified |
| Electronic signatures | Yes |
| Included team seats | Not verified |
| Free trial | 14 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | GDPR, SSO/SAML, 2FA |
| Support | Email, Live chat |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: HubSpot, Salesforce, Monday.com See all → |
| Pricing | Free plan · 14-day trial (source) |
| Website | proposal.expert |
| Facts checked | 20 Sep 2026 |
Proposal Expert integrations
Proposal Expert lists 3 integrations on its own site.
- HubSpot
- Salesforce
- Monday.com
See all Proposal Expert integrations →
Alternatives to Proposal Expert
- MyProposalA complete AI proposal workflow spanning drafting, approvals, signatures, and analytics.9.1
- FirstSlateA focused creative-workflow platform that connects AI proposals to payment and approval.9.0
- ProposifyA full proposal workflow for teams that need quoting, approvals, signatures, and tracking.8.8
See all Proposal Expert alternatives →
Proposal Expert vs the competition
- Proposal Expert vs MyProposal
- Proposal Expert vs FirstSlate
- Proposal Expert vs Proposify
- Proposal Expert vs Qwilr
- Proposal Expert vs ProposalGrid
- Proposal Expert vs ClientPoint
Compare Proposal Expert with any tool side by side →
Also Ranked In
Proposal Expert is ranked in 2 of our directories.
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Featured on iTechGuides
Proposal Expert is listed in our AI Proposal Generators directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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