ProposalGrid
proposalgrid.com
What it is
ProposalGrid creates AI-assisted proposals and quotes, shares them as branded links, tracks client decisions and turns accepted work into print-ready invoices. Its AI can draft a proposal from a website or job description, including scope, deliverables, timeline and pricing; users can edit or regenerate individual blocks. A block editor supports headings, rich text, images and tables, and recalculates line items, quantities and totals automatically. Contacts can be imported from HubSpot, Pipedrive, Zoho, Salesforce, Excel or CSV exports. Each stakeholder can receive an individual link to a live branded proposal, with view tracking. Clients can accept online or request changes, and signatures may be typed or hand-drawn, with consent, timestamped audit trails, IP logging and tamper-evident content hashes. Optional reminders can follow up on undecided proposals or warn before expiration. Accepted proposals can become branded invoices, including on the free plan. The browser-based service supports client-facing materials in English or Lithuanian. Free allows five active documents and two AI drafts monthly; Pro costs €19 a month.
Spec sheet
- Purpose
- ProposalGrid creates proposals and quotes with AI, shares them as branded links, tracks client decisions, and turns accepted work into print-ready invoices.Read 8 Oct 2026 · proposalgrid.com
- Audience
- The site describes ProposalGrid as designed for small and medium businesses and professionals; its quote workflow is aimed at contractors, renovators, trades, and other service businesses with fixed-scope work.Read 8 Oct 2026 · proposalgrid.com
- Free plan
- YesRead 21 Sep 2026 · proposalgrid.com
- Acceptance and signatures
- Clients can accept proposals online or request changes, with typed or hand-drawn signatures, explicit consent, timestamped audit trails, IP logging, and tamper-evident content hashes.Read 8 Oct 2026 · proposalgrid.com
- AI data handling
- The data notice says information submitted for optional AI drafting is not used to train Anthropic's models.Read 8 Oct 2026 · proposalgrid.com
- AI drafting
- AI can draft a full proposal from a website or job description, including scope, deliverables, timeline, and pricing, and users can edit or regenerate individual blocks.Read 8 Oct 2026 · proposalgrid.com
- Analytics and reporting
- YesRead 21 Sep 2026 · proposalgrid.com
- Browser-based
- ProposalGrid runs entirely in a browser and requires no download or installation.Read 8 Oct 2026 · proposalgrid.com
- Built-in e-signatures
- YesRead 21 Sep 2026 · proposalgrid.com
- Client activity tracking
- YesRead 21 Sep 2026 · proposalgrid.com
- Client import
- Contacts can be imported from HubSpot, Pipedrive, Zoho, Salesforce, Excel, or other CSV exports, with automatic column matching and duplicate handling.Read 8 Oct 2026 · proposalgrid.com
- CRM integrations
- YesRead 21 Sep 2026 · proposalgrid.com
- Custom branding
- YesRead 21 Sep 2026 · proposalgrid.com
- Follow-ups
- Optional automatic reminders can follow up on unopened or undecided proposals and warn before expiration.Read 8 Oct 2026 · proposalgrid.com
- Invoices
- Accepted proposals and quotes can be turned into branded, print-ready invoices, and invoice creation is included on the Free plan.Read 8 Oct 2026 · proposalgrid.com
- Languages
- ProposalGrid says users can keep client-facing pages, emails, reminders, acceptance receipts, and invoices consistent in English or Lithuanian.Read 8 Oct 2026 · proposalgrid.com
- Limits
- The Free plan allows five active documents; existing proposals remain live and editable when the limit is reached, and users must mark one accepted or move to Pro to create another active document.Read 8 Oct 2026 · proposalgrid.com
- Security and privacy
- Its data notice says it applies technical and organisational data-security measures in line with GDPR and lists Google Cloud, Stripe, Resend, Anthropic, Cloudflare, and consent-based Google Analytics as service providers.Read 8 Oct 2026 · proposalgrid.com
- Sharing and tracking
- Proposals can be sent as live branded pages, with individual links and view tracking for each stakeholder.Read 8 Oct 2026 · proposalgrid.com
- Support and contact
- The data notice lists [email protected] for data-protection requests and says users may exercise applicable GDPR and Lithuanian data-protection rights, including by contacting the company.Read 8 Oct 2026 · proposalgrid.com
- Templates and editor
- The product offers reusable templates and a block editor for headings, rich text, images, and tables, with automatic recalculation of line items, quantities, and totals.Read 8 Oct 2026 · proposalgrid.com
Plans and prices
Strong points and limits
Strong points
- AI drafts proposals from websites or job descriptions.
- Client links include stakeholder view tracking.
- Online acceptance includes typed or hand-drawn signatures.
- Accepted proposals become print-ready invoices.
Limits
- Free plan allows five active documents.
- Free plan includes two AI proposal drafts monthly.
- Pro costs €19 a month.
Who it suits
ProposalGrid suits small and medium businesses, professionals and service businesses handling fixed-scope work. It is relevant when proposal drafting, client decisions, signatures and invoicing need to fit one browser-based workflow.
Verdict
ProposalGrid connects proposal drafting and delivery with client responses, signatures and invoices. The free plan has limited document and draft capacity; Pro raises those limits.
Where Specifiction places it
- Proposal Software#10 of 1348.7
- AI Proposal Generators#10 of 268.2