ClientWin OS vs Proposal Expert

ClientWin OS is web-based AI proposal software for freelancers, solo consultants, small agencies and other service providers. Its workflow checks opportunity fit, guides pricing, matches relevant proof, drafts a proposal, shares a Client Deal Room link and tracks responses and outcomes. Users review and send every proposal themselves; the product says it does not scrape platforms or submit proposals automatically. The Free plan is billed at $0 per month and includes one proposal generation, five AI Actions, three manual Proof Vault items and basic PDF or share export. Starter costs $13 a month, Pro costs $26 a month and Agency costs $68 a month. Paid plans increase monthly allowances and add capabilities such as proof import, branded exports, client rooms, automated workflow and team collaboration. Proposal generations and AI Actions have separate allowances; automated workflow on Pro and Agency uses those same allowances. Private workspace data is not used to train public AI models, though relevant data may be sent to third-party AI providers. Platform Intelligence is off by default.

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.