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Offeria

by Offeria

Free plan Web

Visit Offeria Alternatives Pricing

Offeria's own site

What Offeria is

Offeria is a web tool for creating, sharing, and tracking sales proposals. Teams can use built-in AI assistance to generate polished content and refine drafts, including refinement in the Free and Starter plans. Branded proposals can be sent through secure links without attachments, while activity tracking reports when a client opens, reads, or accepts one in real time. Users can customize branded templates; Pro adds template sharing. Role-based access and department organization support team collaboration, and analytics cover win rates, response times, and proposal performance. Offeria says it is built for agencies, consultants, freelancers, marketing studios, and small sales teams. The Free plan is available forever with one client, two proposals per month, and one seat. Starter costs $19 a month for 25 clients, 25 proposals monthly, and three seats. Growth costs $49 a month, Pro $99 a month, and Enterprise has custom setup with no listed price.

Who it suits

It suits agencies, consultants, freelancers, marketing studios, and small sales teams preparing client proposals. Teams that need engagement tracking, branded links, and role-based collaboration may find its plans relevant.

What it does well

  • AI assistance generates and refines proposal content
  • Real-time opens, reads, and accepts tracking
  • Secure proposal links avoid attachments
  • Branded templates and custom branding
  • Analytics report win rates and response times

What to know first

  • Free plan allows one client
  • Free plan limits proposals to two monthly
  • Free plan includes one seat

Plans

PlanBilled and limitsPrice
Starter$19/month · 25 clients · 25 proposals per month · 3 seats · AI refinement · No PDF backlink$19 a month
Growth$49/month · 150 clients · 150 proposals per month · 10 seats · Analytics · Password-protected sharing$49 a month
Pro$99/month · 1,000 clients · 1,000 proposals per month · 25 seats · Advanced analytics · Template sharing$99 a month
FreeFree · 1 client · 2 proposals per month · 1 seat · AI refinement · Offeria backlink in PDFsFree
EnterpriseCustom · Custom limits · Unlimited clients and proposals · Unlimited seats · Custom onboarding · Security review supportOn request

As offeria.app lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

Offeria combines proposal creation, branded sharing, client activity tracking, and team analytics in a web service. Plan limits increase substantially across paid tiers, while the free option is intentionally small.

Facts from Offeria's own pages

AI writing
Built-in AI assistance generates polished proposal content, and AI refinement is included in the Free and Starter plans. · offeria.app, 11 Oct 2026
Analytics
Analytics cover win rates, response times, and proposal performance across a team. · offeria.app, 11 Oct 2026
Analytics and reporting
Yes · offeria.app, 20 Sept 2026
Billing
The terms state paid plans are billed monthly in advance unless stated otherwise, with Paddle acting as Merchant of Record. · offeria.app, 11 Oct 2026
Client activity tracking
Yes · offeria.app, 20 Sept 2026
Custom branding
Yes · offeria.app, 20 Sept 2026
Data rights and retention
The notice says account and workspace content is kept while an account is active, with minimal data retained for up to 90 days after account deletion for backup and dispute resolution. · offeria.app, 11 Oct 2026
Engagement tracking
The service reports when a client opens, reads, or accepts a proposal in real time. · offeria.app, 11 Oct 2026
Free plan
Yes · offeria.app, 20 Sept 2026
Headquarters
Slovak Republic · offeria.app, 28 Sept 2026
Intended users
Offeria says it is built for agencies, consultants, freelancers, marketing studios, and small sales teams. · offeria.app, 11 Oct 2026
Notable limits
The Free plan includes 1 client, 2 proposals per month, and 1 seat; paid plan features depend on the subscription plan. · offeria.app, 11 Oct 2026
Privacy and AI
Content submitted to configured AI providers is used to generate a response and, in this configuration, is not used to train their models. · offeria.app, 11 Oct 2026
Security
The privacy notice lists encryption in transit, access controls, role-based permissions, and row-level security on tenant data as security measures. · offeria.app, 11 Oct 2026
Sharing
Users can send branded proposals through a secure link without attachments. · offeria.app, 11 Oct 2026
Support
The privacy notice provides an email address for contacting the company, and the Enterprise plan includes security review support. · offeria.app, 11 Oct 2026
Included team seats
3 · offeria.app, 20 Sept 2026
Team tools
The site describes role-based access and department organization for team collaboration. · offeria.app, 11 Oct 2026
Templates
Users can customize branded templates, and the Pro plan includes template sharing. · offeria.app, 11 Oct 2026
What it does
Offeria lets teams create, share, and track sales proposals. · offeria.app, 11 Oct 2026

Where Offeria stands on Freedom251

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