Create My Proposal

Create My Proposal is a web-based proposal tool for service businesses that need to bring scope, pricing, schedules, and client approval into one workflow. It is a strong fit for firms that want proposals to set out both commercial terms and delivery milestones, but the free plan’s three-proposal monthly limit suits occasional use best.

Overview

Start with a reusable template or a blank proposal, then share a branded link by email or WhatsApp. Clients can review and approve through a public link without creating an account, which makes the handoff straightforward. Comments, digital signatures, and timestamped activity tracking take the process through client review and sign-off.

Proposals can combine scope documents, pricing tables, and schedules. That breadth is useful when a service engagement needs more than a quote; businesses that mainly need to send simple prices may find less reason to use the full workflow.

Key features

Reusable templates cover work such as architecture, consulting, retainers, and tourism. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges, giving service firms room to structure different kinds of engagements. Visual schedules pair milestones and timelines with payment triggers, helping explain when work happens and when payments fall due.

Activity tracking records proposal views, comments, and approvals with timestamps. This gives teams a clearer picture of client engagement during review. AI assistance can draft executive summaries, scope, and follow-up emails, while the proposal still needs to reflect the specific work and terms being offered.

Each proposal can use its own currency and be written in English, Spanish, or both. That flexibility helps businesses preparing proposals for clients across markets.

Pricing

The Free plan costs free, billed monthly, and allows three proposals per month. It includes a way to start using the proposal workflow without a subscription, but the cap is a meaningful constraint for firms that send proposals regularly. There is no free trial.

Pro costs $29 a month, billed monthly, and provides unlimited proposals. It is the clearest fit for an individual or small service business that has outgrown the Free quota. Business costs $79 a month, billed monthly, and adds team members, advanced analytics, saved terms, premium templates, and priority support to everything in Pro. Those additions are more relevant to teams managing proposals together than to a solo operator.

Pro and Business are coming soon, and billing details are still being finalized. Enterprise inquiries about SSO, procurement contracts, or enterprise features are invited by email; no enterprise price is given.

Platforms

Create My Proposal is available on the web. Clients can open a public proposal link, review the proposal, and approve it without creating an account.

Who it's for

Architecture firms, construction companies, real estate services, consultants, marketing agencies, tourism operators, engineering firms, and B2B vendors are among the service businesses it targets. It is especially suitable when a proposal needs to explain scope, price, timing, and approval together. Businesses that need more than three proposals a month should plan around the paid tier, which is not yet available.

Pros and cons

• Detailed pricing and schedules: Tables handle common adjustments and payment types, while visual timelines connect milestones to payment triggers.
• Low-friction client approval: Public links let clients review and approve without an account, with digital signatures and timestamped activity in the workflow.
• Useful language and currency options: Proposals can use an individual currency and English, Spanish, or both.
• Free usage is tightly capped: Three proposals per month may not cover a business with steady sales activity.
• Paid plans are not ready: Pro and Business have monthly prices, but are still coming soon, so users needing unlimited proposals or team features immediately cannot rely on them yet.

Alternatives

Choose PandaDoc if you want a free plan with a stated yearly allowance of 60 documents and two recipients per document, or need its Android, iOS, or API platforms; its free trial is also available.

MyProposer is a fit for users who want a free plan combining proposals, quotes, contracts, and invoices, with 10 AI generations a month and four live proposal links. Its free allowance is two of each document type every 30 days.

Consider Pactiamo if proposals, contracts, and e-signatures are the priority; paid pricing is not published, and yearly billing shows an approximate 17% saving.

Pitchsite may suit someone starting with a single proposal and offer: its free plan includes one of each, three AI generations, a Bold template, and a free Offer Scorer. Its Solo plan is $29/mo.

For enterprise proposal management, Upland Qvidian uses demo-request pricing. Expedience Software sets custom pricing based on users, features, and add-ons, while Ombud offers custom pricing by demo request.

Storydoc is another option for teams working with active documents, templates, and AI credits; its Starter plan allows five active documents, with custom limits for AI and version automations.

Browse Proposal Management Software or Proposal Software for more options.

Verdict

Create My Proposal is a good choice for service businesses that want proposals to carry branded scope, flexible pricing, project schedules, and digital approval in one client-facing flow. The free plan makes it possible to start at no cost, but its three-proposal monthly cap limits its usefulness for active sales teams. The $29 a month Pro plan would remove that cap, but with paid plans still coming soon, businesses that need unlimited volume or team features now should choose an alternative they can use today.