Proposal Expert review
A proposal workspace that combines AI drafting, scoring, analytics, and signatures.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Proposal Expert pros and cons
- 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
Proposal Expert fact sheet, pricing and score →
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