Proposal Expert
Proposal Expert is a subscription service for creating proposals, with an editor, AI feedback and CRM integrations. Its assistant Fred suggests stronger wording, identifies weak points and supports multilingual proposals. Engagement tracking shows when a client opens a proposal, which sections they read and how long they spend reading. Electronic signatures use email verification and leave an audit trail. HubSpot and Pipedrive integrations are listed for Professional, with Salesforce listed for Business. The company says customer data is hosted on EU servers, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics and 250 MB of storage. Starter costs 24.00 EUR per month; Professional costs 59.00 EUR per month per active user, and Business costs 109.00 EUR per month per active user. Support is available in Dutch and English, with weekday replies within one business day during the beta; there is no phone line during that period.
Who it is for
It suits people who create proposals, from freelancers and self-employed users to sales teams at larger companies. Teams needing proposal engagement tracking, e-signatures or CRM links may find its listed tools relevant.
What is good
- AI assistant suggests wording and flags weak points.
- Tracks client opens, section reads and reading time.
- E-signatures use email verification and an audit trail.
- Free plan includes three proposals per month.
- Customer data is hosted on EU servers.
What to know first
- Free plan allows three e-signatures per month.
- No phone support during the beta.
- Starter includes 15 proposals per month.
- Professional and Business are priced per active user.
Verdict
Proposal Expert combines proposal writing, engagement tracking, signatures and tier-specific CRM connections. Check the plan limits and beta support arrangements against your workflow.
Proposal Expert plans and pricing
All plansCompared on proposal software
- Free plan
- Yes
- AI proposal drafting
- Yes
- Pricing tables
- Yes
- Reusable content library
- Yes
- Electronic signatures
- Yes
