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Proposal Expert

proposal.expert

From €24/mo Free plan WebAPI
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Spec score 9.1 #4 of 134 in Proposal Software

What it is

Proposal Expert is a web-based subscription service for creating proposals, combining an editor, AI feedback, and CRM integrations. Its assistant, Fred, suggests stronger wording, flags weak points, and supports multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they read, and how long they spend reading. Electronic signatures use email verification and record an audit trail. HubSpot and Pipedrive integrations are listed for Professional, while Salesforce is listed for Business. The company says customer data is stored on servers in the EU, encrypted in transit with TLS 1.2+ and at rest with AES-256, and not sold or used to train foundation models. The free plan includes three proposals per month, 25 AI credits, five templates, three e-signatures per month, basic analytics, and 250 MB of storage. Starter costs €24.00 per month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.

Spec sheet

What it does
Proposal Expert is browser-based software for creating, sending, tracking and signing business proposals.Read 15 Oct 2026 · proposal.expert
Product
Proposal Expert is a subscription SaaS for creating proposals, combining an editor, AI feedback and CRM integrations.Read 30 Sep 2026 · proposal.expert
Audience
The homepage describes the product as intended for anyone who creates proposals, from freelancers and self-employed people to sales teams at large companies.Read 30 Sep 2026 · proposal.expert
Free plan
YesRead 20 Sep 2026 · proposal.expert
Integrations
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.Read 15 Oct 2026 · proposal.expert
Privacy
The company says it does not sell customer data or use proposal content to train foundation models.Read 30 Sep 2026 · proposal.expert
Compliance
The company states GDPR data minimisation and deletion rights and says Stripe handles PCI-DSS Level 1 payment processing.Read 15 Oct 2026 · proposal.expert
Support
Support is offered through in-app chat and contact form, in Dutch and English, with weekday replies within one business day and no phone line during beta.Read 15 Oct 2026 · proposal.expert
AI assistant
The homepage says its AI assistant Fred suggests stronger proposal text, flags weak points and supports multilingual proposals.Read 30 Sep 2026 · proposal.expert
AI data processing
AI features send the text being processed to Google Gemini; the company says it uses the paid API and does not use customer content to train models.Read 15 Oct 2026 · proposal.expert
AI drafting
Its Fred assistant turns briefs, emails, call notes or tenders into editable proposal sections.Read 15 Oct 2026 · proposal.expert
AI scoring
AI scores proposal sections for persuasiveness, structure and clarity and suggests improvements.Read 15 Oct 2026 · proposal.expert
AI usage limitation
A full AI-generated draft costs 20 credits, and users are told to verify names, prices, dates and promises before sending.Read 15 Oct 2026 · proposal.expert
Analytics
Data Lab reports pipeline stages, win rates, AI quality scores, views, client-level results and team leaderboards.Read 15 Oct 2026 · proposal.expert
API access
API access and data export are included in the Business tier rather than the lower plans.Read 15 Oct 2026 · proposal.expert
API security
The security page says API keys use one-way hashing, configurable quotas, expiry, audit logging and immediate revocation.Read 15 Oct 2026 · proposal.expert
Authentication
Accounts support TOTP or email-based two-factor authentication, bcrypt password hashing, session expiry and login rate limiting.Read 15 Oct 2026 · proposal.expert
Availability limitation
The terms target 99.5% uptime but explicitly do not guarantee uninterrupted availability.Read 15 Oct 2026 · proposal.expert
Built-in e-signatures
YesRead 20 Sep 2026 · proposal.expert
Company identity
The privacy policy identifies the service operator only under the name Proposal Expert and does not provide a separate legal company name.Read 15 Oct 2026 · proposal.expert
Company size
The About page describes Proposal Expert as being built by a small team.Read 15 Oct 2026 · proposal.expert
CRM integrations
The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business.Read 30 Sep 2026 · proposal.expert
Developer documentation
The public site describes API availability and security controls but does not publish SDKs or a public API reference in the pages reviewed.Read 15 Oct 2026 · proposal.expert
E-signatures
Signatures are Simple Electronic Signatures under eIDAS, with email one-time-code verification, IP and timestamp evidence, document hashing and RFC 3161 timestamp sealing.Read 15 Oct 2026 · proposal.expert
Encryption
The service states TLS 1.2 or higher in transit, AES-256 at rest, and additional envelope encryption for CRM tokens and API keys.Read 15 Oct 2026 · proposal.expert
Engagement tracking
Shared proposals record opens, section reading time, scroll depth, return visits, device and approximate location, producing a 0–100 engagement score.Read 15 Oct 2026 · proposal.expert
EU data hosting
The about page says customer data is stored on servers in the EU.Read 30 Sep 2026 · proposal.expert
G2 product description: collaboration
G2 says proposals can be interactive documents that clients read, comment on, approve and sign without printing or emailing attachments.Read 15 Oct 2026 · g2.com
G2 product description: CPQ
G2 states that the product includes quoting functionality with optional line items.Read 15 Oct 2026 · g2.com
G2 product description: CRM
G2 lists two-way CRM synchronization with HubSpot, Salesforce, Pipedrive and Monday.Read 15 Oct 2026 · g2.com
G2 product description: languages
G2 states that the product supports 16 languages.Read 15 Oct 2026 · g2.com
G2 product description: notifications
G2 lists real-time tracking and notifications when a proposal is opened or viewed.Read 15 Oct 2026 · g2.com
G2 product description: sales features
G2 lists approval workflows, client messaging, analytics and sales-team gamification.Read 15 Oct 2026 · g2.com
G2 product description: workflow
G2 describes Proposal Expert as an all-in-one platform for creating, sending, tracking and closing proposals.Read 15 Oct 2026 · g2.com
Hosting
Customer data is hosted on EU infrastructure; the subprocessor page identifies Railway in Amsterdam for application, jobs and database hosting.Read 15 Oct 2026 · proposal.expert
Independent praise
No independent user praise or recurring complaints were available on G2 because its Proposal Expert profile had zero reviews.Read 15 Oct 2026 · g2.com
Maker identity
The about page identifies the maker as Proposal Expert and says it is built by a small team.Read 30 Sep 2026 · proposal.expert
Open-source status
The terms assign the service and documentation to Proposal Expert and prohibit reverse engineering; the privacy policy says any open-source component list is available on request.Read 15 Oct 2026 · proposal.expert
Payments and notifications
The product page lists Mollie, Stripe, PayPal and Adyen payment connections plus Slack and Microsoft Teams notifications.Read 15 Oct 2026 · proposal.expert
Plan limit
Monthly AI credits are pooled per workspace and roll over for one month, capped at one times the monthly allocation.Read 30 Sep 2026 · proposal.expert
Pricing tables
The editor supports multiple pricing options, optional line items and per-line VAT.Read 15 Oct 2026 · proposal.expert
Rating on G2
0.0 out of 5 from 0 reviews; G2 says there are not enough reviews to provide buying insight.Read 15 Oct 2026 · g2.com
Templates and branding
Templates, reusable blocks and brand kits apply stored content, logos, colours and fonts to proposals.Read 15 Oct 2026 · proposal.expert
Tracking limitation
Browser tracking will miss offline PDF reading and email link prefetches can create views without a person reading.Read 15 Oct 2026 · proposal.expert

Plans and prices

Free Free 3 proposals/month · 25 AI credits · 5 templates · 3 e-signatures/month · basic analytics · 250 MB storage Read 15 Oct 2026 · proposal.expert
Starter €24 a month per month; billing cadence not specified on the page 15 proposals/month · 100 AI credits · 15 templates + editor · unlimited e-signatures · custom logo · email support (24h) · 1 GB storage Read 30 Sep 2026 · proposal.expert
Professional €59 a month per active user; billing cadence not specified on the page Unlimited proposals · 250 AI credits/user · unlimited templates and e-signatures · 2 brand kits · CRM integrations (HubSpot, Pipedrive) · team collaboration · 10 GB storage Read 30 Sep 2026 · proposal.expert
Business €109 a month per active user; billing cadence not specified on the page 500 AI credits/user · unlimited users · white-label · Salesforce integration · API access and data export · SSO/SAML · 50 GB storage Read 30 Sep 2026 · proposal.expert
Starter €24 a month €24 monthly or €19 yearly 15 proposals/month · 100 AI credits · 15 templates · unlimited e-signatures · custom logo · 1 GB storage Read 15 Oct 2026 · proposal.expert
Professional €59 a month €59 per user monthly or €49 yearly Unlimited proposals and templates · 250 AI credits/user · 2 brand kits · unlimited e-signatures · advanced analytics · CRM integrations · team collaboration · custom domain · 10 GB storage Read 15 Oct 2026 · proposal.expert
Business €109 a month €109 per user monthly or €89 yearly 500 AI credits/user · unlimited users · white-label · Salesforce and Dynamics 365 · API access and data export · SSO/SAML · 50 GB storage Read 15 Oct 2026 · proposal.expert
Enterprise Priced on request Fully custom Unlimited AI credits subject to fair use · custom integrations · dedicated customer success manager · SLA guarantee · unlimited storage · custom onboarding and training Read 15 Oct 2026 · proposal.expert

Every Proposal Expert plan and price →

Strong points and limits

Strong points

  • Tracks proposal opens, section reads, and reading time
  • E-signatures include email verification and an audit trail
  • Free plan includes three proposals per month
  • Customer data is hosted on servers in the EU

Limits

  • Free plan is limited to three proposals monthly
  • No phone support during the beta
  • Monthly AI credits have a one-month rollover cap

Who it suits

It suits freelancers, self-employed people, and sales teams that create proposals and want client engagement tracking. Teams using HubSpot, Pipedrive, or Salesforce should note that integrations are listed for specific paid plans.

Verdict

Proposal Expert combines proposal editing and feedback with engagement tracking and electronic signatures. Compare the free plan’s monthly limits and plan-specific CRM integrations with your proposal volume and workflow.

Where Specifiction places it

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