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Proposolve

Free plan Web

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Proposolve's own site

What Proposolve is

Proposolve is a web tool for freelancers and small agencies that price work in spreadsheets. It converts Excel workbooks into branded proposals that clients open through a link. The import handles .xlsx sheets, formulas, and formatting, while a 51-function spreadsheet engine includes VLOOKUP, INDEX/MATCH, SUMIF, and cross-sheet references. Proposal pages can contain branded covers, headings, images, videos, and pricing tables. Templates with merge fields can be cloned for new clients. Links may require an email gate, an access code, or both, with checks made before protected content reaches the browser. Analytics show views, time on page, and sections viewed. An AI copilot suggests spreadsheet changes and displays differences for approval; relevant spreadsheet contents are sent to Anthropic and are not used to train AI models. The Free plan costs nothing and includes three proposals. Starter costs $29 a month; Pro costs $59 a month.

Who it suits

It suits freelancers and small agencies that build quotes in Excel and need branded, link-based proposals. It is less suitable when built-in signatures, payments, or CRM connections are required.

What it does well

  • Imports Excel formulas and formatting
  • Supports branded proposal content
  • Proposal links can require gated access
  • Analytics show client engagement
  • Free plan includes three proposals

What to know first

  • No built-in e-signatures
  • No online payment collection
  • No native CRM integrations
  • AI features send spreadsheet contents to Anthropic

Plans

PlanBilled and limitsPrice
Free$0 forever · 3 proposals · all block types · branded design · spreadsheet engine · shareable linkFree
Starter$29/ month · 20 proposals · no watermark · analytics · access protection · email delivery · 50 AI Copilot uses/mo$29 a month
Pro$59/ month · unlimited proposals · everything in Starter · unlimited AI Copilot · custom domain · priority support$59 a month

As proposolve.com lists them, read 9 Oct 2026. The maker's own page has the final word.

Verdict

Proposolve turns spreadsheet pricing into shareable, branded proposals with access controls and engagement analytics. Its plan choice depends on proposal volume and AI usage, while payment, signature, and CRM workflows need external tools.

Facts from Proposolve's own pages

AI copilot
The AI copilot can propose spreadsheet changes and show a diff for approval before applying them. · proposolve.com, 9 Oct 2026
AI data use
The privacy policy says relevant spreadsheet contents are sent to Anthropic for AI features and are not used to train AI models. · proposolve.com, 9 Oct 2026
Analytics
Proposal analytics include views, time on page, and sections viewed. · proposolve.com, 9 Oct 2026
Analytics and reporting
Yes · proposolve.com, 20 Sept 2026
Client access
Proposal links can be protected by an email gate, an access code, or both, and the site says gated access is checked server-side before content is sent to the browser. · proposolve.com, 9 Oct 2026
Client activity tracking
Yes · proposolve.com, 20 Sept 2026
Compatibility checker
The Excel compatibility checker reads the workbook in the browser and does not upload it. · proposolve.com, 9 Oct 2026
CRM integrations
No · proposolve.com, 20 Sept 2026
Custom branding
Yes · proposolve.com, 20 Sept 2026
Built-in e-signatures
No · proposolve.com, 20 Sept 2026
Excel import
It imports .xlsx sheets, formulas, and formatting into a branded proposal table, with the site claiming import takes under 10 seconds. · proposolve.com, 9 Oct 2026
Formula engine
Its spreadsheet engine supports 51 functions, including VLOOKUP, INDEX/MATCH, SUMIF, and cross-sheet references. · proposolve.com, 9 Oct 2026
Free plan
Yes · proposolve.com, 20 Sept 2026
Integrations
The site says CRM and payment workflows use a webhook and the user’s own payment link rather than native integrations. · proposolve.com, 9 Oct 2026
Intended users
The product is described as being for freelancers and small agencies that quote work using spreadsheets. · proposolve.com, 9 Oct 2026
Online payment collection
No · proposolve.com, 20 Sept 2026
Proposal design
Proposals can include drag-and-drop covers, headings, images, videos, and pricing tables with the creator’s branding. · proposolve.com, 9 Oct 2026
Purpose
Proposolve turns Excel pricing spreadsheets into branded proposals that clients can open through a link. · proposolve.com, 9 Oct 2026
Security and privacy
The privacy policy says data is encrypted in transit and at rest by infrastructure providers, and proposals protected by an email gate or access code are checked server-side before content is sent to the browser. · proposolve.com, 9 Oct 2026
Support
Priority support is listed as a Pro plan feature. · proposolve.com, 9 Oct 2026
Templates
Users can save proposals as templates with merge fields, then clone them for new clients. · proposolve.com, 9 Oct 2026

Where Proposolve stands on Freedom251

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