Proposal.biz

Overview

Proposal.biz is a web service for creating, managing, sharing, tracking and signing proposals and other business documents. It suits solo professionals and small teams that want drafting and client follow-up in one workflow. Its strongest case is repeat document work; seat, AI-credit and integration limits make plan choice consequential.

Key features

AI can build a document from a prompt or URL, then help rewrite, structure or evaluate it. Content Master turns uploaded files or URLs into reusable blocks such as service descriptions, case studies, testimonials, team bios, pricing and FAQs. That combination can reduce repeated assembly for people with established sales material, although the free plan's 1,000 lifetime AI credits are a finite allowance rather than a renewable working budget.

The service handles proposals, NDAs, contracts, statements of work, reports, quotes, pitch decks, presentations and webpages. It imports PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, HTML and XML files up to 15 MB. Built-in e-signatures are included across plans, and online payments are processed through Dodo Payments using major credit and debit cards.

Client tracking can show opens, viewers, time spent on sections, forwarding and where engagement drops off. This gives sales users signals for follow-up rather than just a finished file. CRM and notification integrations include HubSpot, Zoho, Slack and email; the full integration suite, including Google Drive, is reserved for Professional and Business. Salesforce, Pipedrive, Stripe, PayPal, Razorpay and Microsoft Teams are marked as upcoming, so they should not be treated as current options.

Proposal.biz also provides an MCP server for compatible AI agents to create and manage proposals. The company says it uses HTTPS, password-protected accounts and limited access to production systems, and describes reasonable organizational, administrative, physical and technical safeguards. Users retain ownership of their content; the company says it does not sell that content or use it for unrelated advertising.

Pricing

The free plan costs $0.00 USD and requires no credit card. It gives one seat, one workspace, 1,000 lifetime AI credits, three content sources, 50 documents and a 25-page-per-document cap. That is a practical starting point for a solo creator, but the lifetime credit pool and document ceiling constrain ongoing use.

Starter costs $29 per month, or $19 per month with yearly billing. It has one seat, 2,000 AI credits per workspace, 10 content sources, limited integrations and e-signatures. It fits a freelancer who has outgrown the free caps but does not need collaborators or the full integration suite.

Professional costs $59 per month, or $39 per month with yearly billing, and includes three seats, 6,000 AI credits per workspace, 30 content sources, all integrations, custom branding and a custom domain. It is the more sensible step for a small team of two to five, particularly when CRM connections and branded documents matter. Email and chat support are included, with a 24-hour response.

Business costs $149 per month, or $89 per month with yearly billing. Its 10 seats, 10,000 AI credits per workspace, 100 content sources, advanced analytics, priority support and BYOK target growing teams of five to 20. Priority support carries a four-hour response. Annual billing saves up to 21% compared with monthly pricing. Plans can be canceled anytime without a cancellation fee and remain active through the current billing period. A 14-day trial is available.

Platforms

Proposal.biz runs on the web. Its import support is broad, but the service itself is not presented as a native desktop or mobile app.

Who it's for

Choose Proposal.biz if proposals and related client documents are recurring work and you value generation, reusable content, signatures and engagement tracking together. Solo users can begin without a card, while Professional supplies a clear route to three seats and full integrations. It is a weaker fit for users who need many collaborators on a low-cost plan, or who depend on integrations that are still upcoming.

Pros and cons

Pros

• AI drafting and reusable content blocks support repeat document creation from prompts, URLs and uploaded material.
• Signatures, payment collection and client engagement tracking cover important steps after drafting.
• The free plan has no card requirement and provides a usable solo allowance of 50 documents and 25 pages per document.
• Professional and Business add full integrations, while higher tiers scale seats and content sources.

Cons

• The free plan's 1,000 AI credits are lifetime credits, which limits sustained generation.
• Starter remains a single-seat plan and has limited integrations; teams need Professional for three seats and full integrations.
• Several named integrations, including Salesforce and Stripe, are upcoming rather than currently available.

Alternatives

Proposal Software is the category directory for comparing proposal tools. Consider PandaDoc if mobile apps or API access matter: it supports Android, iOS, web and API, and its free plan describes a yearly 60-document allowance. Anchor may suit users prioritizing no subscription fee and unlimited users, companies, clients, proposals and agreements.

Proposal Expert is worth comparing if a free allowance of three proposals per month, five templates and three monthly e-signatures better matches modest volume. Cord offers a free quote-focused allowance of five active quotes, five sent quotes per month and 50 products and clients, so it may fit quote workflows better than broad document creation.

Proposify is a paid alternative with a Basic plan at $29 a month that includes 10 sends monthly, unlimited documents and a $0.50 per-send overage. PowerPropose may be preferable for users comparing a free plan with a 30-day Standard trial; its free tier has one seat, 10 active clients and 10 proposals. Trumpet offers 10 free Pods per account with unlimited users, which may suit collaborative Pod-based work. QuoteCloud is another web option to compare for quote work, with a free allowance of five quotes per month for one user.

Verdict

Proposal.biz is a strong fit for solo professionals and small teams that produce business documents repeatedly and want drafting, signatures and engagement signals in the same web workflow. Its no-card free tier makes it easy to start, but the lifetime AI-credit cap and Starter's single seat make Professional the more convincing choice once document work becomes collaborative or integration-dependent. Look elsewhere if your workflow depends on a mobile app or an integration still marked upcoming.