Propelio
propelio.app
What it is
Propelio is web-based proposal software for freelancers, independent studios, agencies, and other businesses pitching project work. Its editor offers 17 draggable content block types, while the template gallery lists 32 templates across 50 industries. Proposals can present packages or line items with optional add-ons, tax, and discounts; selected options are recorded with the client’s signature. Clients can open a proposal link and sign from any device without creating an account. The software tracks views, signatures, and declines and sends email notifications for key events. Teams can apply custom branding, reuse templates and sections, and assign role-based access across Owner, Admin, Editor, and Contributor roles. Links can be password-protected and given expiry dates; signed proposals receive 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 requires no credit card. One plan costs £15 a year (billed £180/year, or £15 per seat/month) with annual billing; monthly billing costs £20 a month per seat. Both list unlimited proposals and every feature included.
Spec sheet
- Product
- Propelio is proposal software for independent studios, freelancers, agencies, and other businesses that pitch and win project work.Read 10 Oct 2026 · propelio.app
- Free plan
- NoRead 20 Sep 2026 · propelio.app
- Integrations
- The opened product pages describe proposal creation, delivery, signing, analytics, and PDF export but do not name a software integration.Read 10 Oct 2026 · propelio.app
- Support
- The site offers a contact option labeled “Talk to us.”Read 10 Oct 2026 · propelio.app
- Analytics and reporting
- YesRead 20 Sep 2026 · propelio.app
- Branding and reuse
- The product includes custom branding and themes, a template library, saved templates, and reusable section blocks.Read 10 Oct 2026 · propelio.app
- Built-in e-signatures
- YesRead 20 Sep 2026 · propelio.app
- Client activity tracking
- YesRead 20 Sep 2026 · propelio.app
- Client management
- Each client record can hold contact details, notes, and the history of proposals sent to that client.Read 10 Oct 2026 · propelio.app
- Client signing
- Clients can open a proposal link and sign from any device without creating an account.Read 10 Oct 2026 · propelio.app
- Custom branding
- YesRead 20 Sep 2026 · propelio.app
- Export
- Clients can download a PDF copy of an approved proposal, and PDF export is included in the plan.Read 10 Oct 2026 · propelio.app
- Included team seats
- 1Read 20 Sep 2026 · propelio.app
- Interactive pricing
- Proposals can include packages or line items, optional client-selected add-ons, tax, and discounts, with confirmed selections recorded alongside the signature.Read 10 Oct 2026 · propelio.app
- Proposal creation
- Its editor offers 17 draggable content block types, including pricing, case studies, team profiles, testimonials, galleries, videos, and FAQs.Read 10 Oct 2026 · propelio.app
- Security controls
- Proposal links can be password-protected and given expiry dates, and signed proposals are locked with a timestamped, sealed record.Read 10 Oct 2026 · propelio.app
- Team access
- The product lists four team roles—Owner, Admin, Editor, and Contributor—with role-based permissions and proposal edit locks.Read 10 Oct 2026 · propelio.app
- Templates
- The template gallery lists 32 templates across 50 industries.Read 10 Oct 2026 · propelio.app
- Tracking
- Propelio tracks proposal views, signatures, and declines and sends email notifications for key events including viewed, signed, rejected, and expired.Read 10 Oct 2026 · propelio.app
- 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.Read 10 Oct 2026 · propelio.app
Plans and prices
Strong points and limits
Strong points
- Clients can sign without creating an account
- Tracks views, signatures, and declines
- Password protection and expiry dates for proposal links
- PDF export included
Limits
- No free plan
- Monthly billing costs £20 a month per seat
- Annual billing requires £180/year
Who it suits
Propelio suits independent professionals and teams that pitch project work and need proposal creation, signing, and follow-up tracking. Its reusable content and role-based access can support shared proposal workflows.
Verdict
Propelio covers proposal drafting through client signature, with reusable content, tracking, and PDF delivery. Review the per-seat billing and team roles to confirm they fit the way your team works.
Where Specifiction places it
- Proposal Software#40 of 1348.1
- Proposal Management Software#11 of 338.1