
Proposal.biz
8.1#5 in proposal softwareFree planFree planWeb
Visit

| Fact | Proposal.biz | Proposal Expert |
|---|---|---|
| Built-in e-signatures | Yes | Yes |
| CRM integrations | Yes | The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business. |
| E-signatures | Legally binding e-signatures are built in, and clients can sign inside the document from any device. | Signatures are Simple Electronic Signatures under eIDAS, with email one-time-code verification, IP and timestamp evidence, document hashing and RFC 3161 timestamp sealing. |
| Free plan | Yes | Yes |
| Integrations | The integrations page lists HubSpot and Zoho CRM, Slack and email notifications, while Salesforce, Pipedrive, Stripe, PayPal, Razorpay, and Microsoft Teams are marked upcoming. | 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 | Proposal.biz is AI document-generation software for creating, managing, sharing, tracking, and signing proposals and other business documents. | Proposal Expert is a subscription SaaS for creating proposals, combining an editor, AI feedback and CRM integrations. |
Proposal.biz suits solo creators and professionals who prepare and send business documents. Its multi-seat plans and integrations may also fit small or growing teams that need collaboration, tracking and signatures.
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.