Create My Proposal vs Propelio

Create My Proposal is a web app for service businesses preparing branded proposals, pricing tables, schedules, scope documents, and client approval links. Users can begin with a reusable template or start from scratch, then share a branded link by email or WhatsApp. Clients can review and approve proposals through a public link without an account, and built-in e-signatures collect approval. Activity tracking shows views, comments, and approvals with timestamps. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges; visual schedules can show milestones and payment triggers. Templates include architecture, consulting, retainer, and tourism proposal types. AI assistance can generate executive summaries, scope, and follow-up emails. Each proposal can use its own currency and be in English, Spanish, or both. The free plan costs nothing and allows 3 proposals per month. Pro is listed at $29 a month for unlimited proposals; Business is listed at $79 a month and includes team members, advanced analytics, saved terms, premium templates, and priority support. The pricing page says Pro and Business are coming soon, with billing details still being finalized.

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.