PandaDoc From $19/mo · Free plan 9.4 Visit Proposolve
proposolve.com
Spec sheet
- Purpose
- Proposolve turns Excel pricing spreadsheets into branded proposals that clients can open through a link.Read 9 Oct 2026 · proposolve.com
- Intended users
- The product is described as being for freelancers and small agencies that quote work using spreadsheets.Read 9 Oct 2026 · proposolve.com
- Free plan
- YesRead 20 Sep 2026 · proposolve.com
- Integrations
- The site says CRM and payment workflows use a webhook and the user’s own payment link rather than native integrations.Read 9 Oct 2026 · proposolve.com
- Support
- Priority support is listed as a Pro plan feature.Read 9 Oct 2026 · proposolve.com
- AI copilot
- The AI copilot can propose spreadsheet changes and show a diff for approval before applying them.Read 9 Oct 2026 · proposolve.com
- AI data use
- The privacy policy says relevant spreadsheet contents are sent to Anthropic for AI features and are not used to train AI models.Read 9 Oct 2026 · proposolve.com
- Analytics
- Proposal analytics include views, time on page, and sections viewed.Read 9 Oct 2026 · proposolve.com
- Analytics and reporting
- YesRead 20 Sep 2026 · proposolve.com
- Built-in e-signatures
- NoRead 20 Sep 2026 · proposolve.com
- Client access
- Proposal links can be protected by an email gate, an access code, or both, and the site says gated access is checked server-side before content is sent to the browser.Read 9 Oct 2026 · proposolve.com
- Client activity tracking
- YesRead 20 Sep 2026 · proposolve.com
- Compatibility checker
- The Excel compatibility checker reads the workbook in the browser and does not upload it.Read 9 Oct 2026 · proposolve.com
- CRM integrations
- NoRead 20 Sep 2026 · proposolve.com
- Custom branding
- YesRead 20 Sep 2026 · proposolve.com
- Excel import
- It imports .xlsx sheets, formulas, and formatting into a branded proposal table, with the site claiming import takes under 10 seconds.Read 9 Oct 2026 · proposolve.com
- Formula engine
- Its spreadsheet engine supports 51 functions, including VLOOKUP, INDEX/MATCH, SUMIF, and cross-sheet references.Read 9 Oct 2026 · proposolve.com
- Online payment collection
- NoRead 20 Sep 2026 · proposolve.com
- Proposal design
- Proposals can include drag-and-drop covers, headings, images, videos, and pricing tables with the creator’s branding.Read 9 Oct 2026 · proposolve.com
- Security and privacy
- The privacy policy says data is encrypted in transit and at rest by infrastructure providers, and proposals protected by an email gate or access code are checked server-side before content is sent to the browser.Read 9 Oct 2026 · proposolve.com
- Templates
- Users can save proposals as templates with merge fields, then clone them for new clients.Read 9 Oct 2026 · proposolve.com
Plans and prices
Free Free $0 forever 3 proposals · all block types · branded design · spreadsheet engine · shareable link Read 9 Oct 2026 · proposolve.com
Starter $29 a month $29/ month 20 proposals · no watermark · analytics · access protection · email delivery · 50 AI Copilot uses/mo Read 9 Oct 2026 · proposolve.com
Pro $59 a month $59/ month unlimited proposals · everything in Starter · unlimited AI Copilot · custom domain · priority support Read 9 Oct 2026 · proposolve.com
Where Specifiction places it
- Proposal Software#44 of 1348.1
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