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Propelio

Propelio is web-based proposal software for freelancers, independent studios, agencies, and other businesses pitching project work.

Place
#51 of 134
Score
6.9
Propelio's website

What Propelio is

Propelio is web-based proposal software for freelancers, independent studios, agencies, and other businesses pitching project work. Its editor has 17 draggable content block types, including pricing, case studies, team profiles, testimonials, galleries, videos, and FAQs. A gallery lists 32 templates across 50 industries, with saved templates and reusable sections for repeat work. Proposals can present packages or line items, optional add-ons, tax, and discounts; clients’ selections are recorded with their signature. Clients can open a link and sign on any device without creating an account. Propelio tracks proposal views, signatures, and declines, and sends email alerts for events such as viewing, signing, rejection, and expiration. Teams can apply custom branding and role-based permissions, while proposal links can be password-protected and set to expire. Signed proposals are locked with a timestamped, sealed record. Client records hold contact details, notes, and proposal history, and approved proposals can be downloaded as PDFs. A 14-day free trial is available without a credit card. Annual billing is £15 a year, billed £180/year (£15 per seat/month); monthly billing is £20 a month, billed monthly per seat.

Good

  • Clients can sign without creating an account.
  • Editor includes 17 draggable content block types.
  • Templates span 50 industries.
  • Tracks views, signatures, and declines.
  • Approved proposals can be downloaded as PDFs.

Watch out

  • No free plan is listed.
  • Monthly billing is £20 a month per seat.
  • Annual billing is £15 a year per seat.

Who it suits

Propelio suits freelancers, studios, agencies, and businesses that pitch project work and need proposals with interactive pricing and e-signatures. Teams can use its role-based permissions, shared templates, and client records.

Verdict

Propelio combines proposal building, interactive pricing, signing, and activity tracking in one web product. Consider the per-seat billing and trial period when deciding whether it fits your proposal workflow.

Plans and prices

From Propelio's own pricing page, checked 20 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Propelio—1 seat · unlimited proposals · billed annually
One plan — monthly billing£20 a monthUnlimited proposals · every feature included · per-seat pricing · Monthly; per seat
One plan — annual billing£180 a yearUnlimited proposals · every feature included · per-seat pricing · £180/year (£15 per seat/month); annual billing

The facts

Each one read from Propelio's own pages, with the date it was checked.

What it does

Analytics and reporting
Yeschecked 20 Sep 2026
Branding and reuse
The product includes custom branding and themes, a template library, saved templates, and reusable section blocks.checked 10 Oct 2026
Built-in e-signatures
Yeschecked 20 Sep 2026
Client activity tracking
Yeschecked 20 Sep 2026
Client management
Each client record can hold contact details, notes, and the history of proposals sent to that client.checked 10 Oct 2026
Client signing
Clients can open a proposal link and sign from any device without creating an account.checked 10 Oct 2026
Custom branding
Yeschecked 20 Sep 2026
Export
Clients can download a PDF copy of an approved proposal, and PDF export is included in the plan.checked 10 Oct 2026
Integrations
The opened product pages describe proposal creation, delivery, signing, analytics, and PDF export but do not name a software integration.checked 10 Oct 2026
Interactive pricing
Proposals can include packages or line items, optional client-selected add-ons, tax, and discounts, with confirmed selections recorded alongside the signature.checked 10 Oct 2026
Product
Propelio is proposal software for independent studios, freelancers, agencies, and other businesses that pitch and win project work.checked 10 Oct 2026
Proposal creation
Its editor offers 17 draggable content block types, including pricing, case studies, team profiles, testimonials, galleries, videos, and FAQs.checked 10 Oct 2026
Security controls
Proposal links can be password-protected and given expiry dates, and signed proposals are locked with a timestamped, sealed record.checked 10 Oct 2026
Support
The site offers a contact option labeled “Talk to us.”checked 10 Oct 2026
Templates
The template gallery lists 32 templates across 50 industries.checked 10 Oct 2026
Tracking
Propelio tracks proposal views, signatures, and declines and sends email notifications for key events including viewed, signed, rejected, and expired.checked 10 Oct 2026

Money

Free plan
Nochecked 20 Sep 2026
Trial and payment
The pricing page offers a 14-day free trial with no credit card required and says customers can cancel at any time.checked 10 Oct 2026

The company

Included team seats
1checked 20 Sep 2026
Team access
The product lists four team roles—Owner, Admin, Editor, and Contributor—with role-based permissions and proposal edit locks.checked 10 Oct 2026

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