Proposal.biz

Proposal.biz combines AI-assisted drafting with reusable content, document tracking and signatures in a browser-based service. It is strongest for solo professionals and small teams handling repeat client proposals and related business documents. The free plan makes it practical to start, but seat, credit and integration limits should guide any upgrade.

Overview

The service covers creation and follow-through for proposals, contracts, NDAs, statements of work, quotes, reports, presentations, pitch decks and webpages. Its strongest case is for people who want to turn existing sales material into documents, then see how clients engage with them. If you need only a simple proposal template, that wider workflow may be more than you need.

Key features

AI can draft a complete document from a prompt or URL, then help rewrite, structure or evaluate it. Content Master turns uploaded files and URLs into reusable blocks such as service descriptions, case studies, testimonials, team bios, pricing and FAQs. These tools are useful for repeated proposals built from a consistent set of material, though the free plan's 1,000 lifetime AI credits will not support unlimited generation.

Imports include PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, HTML and XML files up to 15 MB. Built-in e-signatures are included across plans. Client tracking can show opens, viewers, time spent on sections, forwarding and where engagement drops off, giving teams a way to gauge interest after sending a document. Online payment collection runs through Dodo Payments and supports major credit and debit cards.

Professional and Business include the full integration suite, including HubSpot, Zoho, Slack and Google Drive. Salesforce, Pipedrive, Stripe, PayPal, Razorpay and Microsoft Teams are marked upcoming. The MCP server lets compatible AI agents such as Claude create and manage proposals through an endpoint. Proposal.biz says it uses HTTPS, password-protected accounts and limited production access; users retain ownership of their content, which the company says it does not sell or use for unrelated advertising.

Pricing

The Free Forever plan costs nothing and targets solo creators. It includes one seat, one workspace, 1,000 AI credits per workspace for the life of the account, three content sources, 50 documents and 25 pages per document. That is a workable starting allowance, but the lifetime credit cap and single seat make it a poor fit for ongoing team use or frequent AI drafting.

Starter costs $29 per month, or $19 per month with yearly billing. It gives one seat, 2,000 AI credits per workspace, 10 content sources, limited integrations and e-signatures. It suits a freelancer who needs more room than the free plan, but the single seat and limited integrations keep collaboration and connected workflows narrow.

Professional costs $59 per month, or $39 per month with yearly billing. Three seats, 6,000 AI credits per workspace, 30 content sources, all integrations, custom branding and a custom domain make it the more balanced option for small teams. Chat and email support are included, with a 24-hour response.

Business costs $149 per month, or $89 per month with yearly billing. It raises capacity to 10 seats, 10,000 AI credits and 100 content sources, and adds advanced analytics, priority support with a four-hour response and BYOK. This is aimed at growing teams; its higher cost is harder to justify for a solo user or a team that does not need those added limits and support.

Annual billing is advertised as saving up to 21% compared with monthly pricing. Plans can be canceled at any time without a cancellation fee and remain active through the current billing period. A 14-day trial is offered, and free access does not require a credit card or signup.

Platforms

Proposal.biz runs on the web. Its browser-based access suits users who want to create and manage documents online; no other platform is identified.

Who it's for

Solo creators can begin on the free plan, while freelancers who outgrow its document or credit limits can move to Starter. Professional is the clearest fit for small teams that need shared seats and full integrations. Business makes sense for growing teams that need more seats, content capacity and faster support. It is less compelling for buyers seeking only basic document creation or a mobile-first service.

Pros and cons

• Pros: AI drafting and reusable content blocks support repeat document work from existing material.
• Pros: E-signatures, payment collection and engagement tracking connect document delivery with client follow-up.
• Pros: A no-cost plan includes 50 documents and requires neither a card nor signup.
• Cons: The free plan's AI credits are lifetime-limited, and its one-seat allowance excludes collaboration.
• Cons: Full integrations begin at Professional, so Starter users have a narrower set of connected tools.
• Cons: The web-only platform may not suit users who want a dedicated mobile app.

Alternatives

For a broader platform range, PandaDoc has web, iOS, Android and API access, plus a free plan described with a yearly 60-document allowance and two recipients per document.

Anchor is worth considering if unlimited users, clients, proposals and agreements on a no-subscription-fee platform are the priority.

Proposal Expert offers a free plan with three proposals and three e-signatures per month, making its published monthly allowances a point of comparison.

PowerPropose includes a 30-day Standard trial on its free plan, with one seat, 10 active clients and 10 proposals.

Trumpet offers a free plan with 10 Pods per account and unlimited users.

Cord has no free trial, but its free plan includes five active quotes, five sent quotes per month, 50 products and 50 clients.

ProposalGrid offers a free plan with five active documents, two AI proposal drafts each month and three saved blocks.

QuoteCloud is another option to compare for quote creation, document tracking and e-signatures; its Essentials plan costs $39 a month per user.

Browse more options in Proposal Software.

Verdict

Proposal.biz is a strong fit for freelancers and small teams that want AI-assisted business documents, reusable sales content, signatures and client engagement signals in one web service. The free plan lowers the barrier to trying that workflow, while Professional is the sensible step for small teams needing full integrations. Look elsewhere if you need a dedicated mobile app, multiple seats without a paid plan or broad integrations at the lowest tier.