
Fresh Proposals
7.3#28 in proposal softwareFrom $20 a monthWeb
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| Fact | Fresh Proposals | Proposal Expert |
|---|---|---|
| Analytics | Proposal analytics include cycle length, sales funnel, outstanding proposals, and engagement with proposal sections. | Data Lab reports pipeline stages, win rates, AI quality scores, views, client-level results and team leaderboards. |
| API access | The integrations page describes a REST API and signed webhooks, with API and webhook access available on request for enterprise accounts. | API access and data export are included in the Business tier rather than the lower plans. |
| Built-in e-signatures | Yes | Yes |
| Compliance | The integrations page displays SOC 2, ISO 27001, ESIGN, and UETA. | The company states GDPR data minimisation and deletion rights and says Stripe handles PCI-DSS Level 1 payment processing. |
| CRM integrations | Yes | The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business. |
| Free plan | No | Yes |
| Integrations | The integrations page lists native connections including HubSpot, QuickBooks, Xero, CPACharge, and LawPay, plus 6,000+ apps through Zapier. | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. |
| Product | Fresh Proposals creates proposals, engagement letters, contracts, and quotes that can be tracked, electronically signed, and paid online. | Proposal Expert is a subscription SaaS for creating proposals, combining an editor, AI feedback and CRM integrations. |
Fresh Proposals suits small and medium enterprises that create client proposals and want to track engagement, gather signatures, or collect payments online. It may also suit teams whose quoting process uses selectable packages or tiered pricing.
Proposal Expert suits freelancers, self-employed professionals and sales teams that create proposals. Teams needing CRM connections, collaboration or white-labeling may consider its higher plans.