Create My Proposal

Create My Proposal is a web-based proposal workspace for service businesses that need to combine scope, pricing, schedules, and client approval. It is best suited to firms selling structured engagements rather than one-off documents. The strongest case for it is the connection between commercial terms, project milestones, and sign-off in one client-facing flow.

Overview

Proposals can start with a reusable template or a blank document, then be shared as a branded link by email or WhatsApp. Clients open the link, review the content, comment, and approve without creating an account, removing a common barrier in sales workflows. Digital signatures and timestamped activity records extend the process from drafting into formal acceptance and follow-up.

The product combines branded proposal pages, scope documents, pricing, and project timelines. That breadth is useful when a quote must also explain delivery and payment expectations. Businesses that only need a basic document generator may find the wider workflow unnecessary.

Key features

Templates and presentation

Reusable templates cover architecture, consulting, retainers, tourism, and other proposal types. They give teams a repeatable starting point while still allowing proposals to be created from scratch. Custom branding helps keep client-facing materials aligned with the business rather than looking like generic forms.

Pricing and schedules

Pricing tables support quantities, discounts, tax, deposits, and both recurring and one-time charges. This suits retainers, staged work, and variable scopes better than a single flat-price field. Visual project schedules add milestones, timelines, and payment triggers, making the proposal a planning document as well as a sales document.

Review, signatures, and AI

Activity tracking records views, comments, and approvals with timestamps, giving a team a clearer record of client engagement. Built-in e-signatures keep acceptance in the same workflow. AI can draft executive summaries, scope language, and follow-up emails, which can reduce preparation time; those drafts still need review for accuracy and client-specific terms.

Each proposal can use its own currency and can be written in English, Spanish, or both. That is practical for businesses serving different markets or presenting bilingual offers.

Pricing

The Free plan costs nothing, billed monthly, and allows three proposals per month. It is suitable for occasional proposals or a small business validating the workflow, but the quota will constrain firms with a steady sales pipeline. There is no free trial.

Pro costs $29 a month, billed monthly, with unlimited proposals. It is the sensible tier for a solo operator or small service firm that needs regular volume without team administration. Business costs $79 a month, billed monthly, and adds everything in Pro, team members, advanced analytics, saved terms, premium templates, and priority support. Choose it when collaboration, reusable commercial language, and deeper reporting justify the higher monthly spend.

Pro and Business are identified as coming soon, with billing details still being finalized. Enterprise inquiries cover features such as SSO and procurement contracts by email, so larger organizations should confirm requirements before committing.

Platforms

Create My Proposal runs on the web. Clients can use the public proposal link without opening an account, which makes external review straightforward.

Who it's for

The product is aimed at architecture firms, construction companies, real estate services, consultants, marketing agencies, tourism operators, engineering firms, and B2B vendors. It fits teams that need to present a price, define scope, map delivery, and secure approval together. It is less compelling for users who rarely send proposals or need only a lightweight quote.

Pros and cons

• Pro: Pricing options cover tax, discounts, deposits, quantities, and recurring charges, supporting varied service contracts.
• Pro: Milestones and payment triggers connect the proposed price to delivery expectations.
• Pro: Public links, comments, activity timestamps, and e-signatures reduce handoffs during client approval.
• Pro: Proposal-level currency and English, Spanish, or bilingual content help with international work.
• Con: The Free plan is limited to three proposals per month, making it unsuitable for consistent proposal volume.
• Con: Pro and Business availability and final billing terms are not yet settled, which complicates immediate purchasing decisions.
• Con: AI-generated copy is an aid rather than a substitute for reviewing scope and contractual language.

Alternatives

Compare category leaders in Proposal Management Software and Proposal Software.

• PandaDoc is a freemium option with web, Android, iOS, and API access, a free plan, and a free trial; choose it when broader platform coverage and a stated 60-document yearly allowance matter.
• MyProposer is freemium across web, Android, and iOS with a free trial; its free tier includes two proposals, quotes, contracts, and invoices every 30 days plus AI generations, so it suits users wanting several document types in one allowance.
• Pitchsite offers a web free plan with one proposal, one offer, and three AI generations, plus a 29.00 USD monthly Solo plan; pick it for a smaller, presentation-led starting tier.
• Pactiamo is a web freemium service with a free plan covering proposals, contracts, and e-signatures; choose it when that narrower document combination is the priority.
• Proposify is a paid web, iOS, and API product with a free trial; its 29.00 USD monthly Basic plan allows 10 sends per month and unlimited documents.
• Upland Qvidian is a paid product for organizations prepared to request a demo and discuss pricing.
• Storydoc is a paid web and extension product with Starter and Pro tiers; consider it when interactive, slide-based documents are the main requirement.
• Expedience Software uses custom pricing based on users, features, and add-ons.

Verdict

Choose Create My Proposal if your service business needs proposals that carry pricing, milestones, payment triggers, client activity, and signatures through one web workflow. Its main advantage is the link between selling and delivery planning. Look elsewhere if you need a currently settled paid offering, a larger free quota, or a platform with broader device coverage.