Effie vs Proposal.biz
Effie
tryeffie.com
Proposal.biz
proposal.bizSide by side
| Figure | Effie | Proposal.biz |
|---|---|---|
| Price from | Free | $1.25/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 13 |
| Spec score · Proposal Software | 7.7 (#66) | 9.0 (#5) |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | Yes |
| Integrations | Effie can invoice clients and accept card payments through Stripe. | The integrations page lists HubSpot and Zoho CRM, Slack and email notifications, while Salesforce, Pipedrive, Stripe, PayPal, Razorpay, and Microsoft Teams are marked upcoming. |
| Product | Effie is an all-in-one platform for service businesses that combines projects, clients, billing and team delivery. | Proposal.biz is AI document-generation software for creating, managing, sharing, tracking, and signing proposals and other business documents. |
| Security | Ask Effie AI answers respect row-level security and only expose data the user can see. | The company says it uses HTTPS for transmission, password-protected accounts, and limited production-system access; its terms describe reasonable organizational, administrative, physical, and technical safeguards. |
| Support | Effie advertises onboarding and migration help plus support from real humans. | Professional includes chat and email support with a 24-hour response, while Business includes priority support with a 4-hour response. |
Plans
Proposal.biz
- Free ForeverFree
- Starter$19 a month
- Professional$39 a month
- Business$89 a month
- Starter (annual billing)$15 a year
- Professional (annual billing)$31 a year
- Business (annual billing)$71 a year
- Starter Yearly$19 a year
- Starter Monthly$29 a month
- Professional Yearly$39 a year
In their own words
Effie
Effie is a web platform for service businesses that combines client work, projects, billing, and team delivery. Users can import clients, capture leads with forms, and track prospects through a pipeline. Projects can be divided into tasks, assigned, and monitored, while time tracking includes timers, manual entries, approval workflows, cost reporting, and approved time prepared for invoices. Its proposal tool supports branded editing, AI drafting, fixed or percentage deals, online acceptance, reusable content, and pipeline analytics. AI proposal drafting uses up to 4,000 characters of client website context. Clients can accept and sign proposals through a public link without downloading a PDF. Ask Effie AI answers questions about workspace data, suggests task rescheduling, and drafts proposals, contracts, and email sections; its answers respect row-level security. Effie can invoice clients and accept card payments through Stripe. Connected Gmail accounts can send workflow emails with replies returning to the user's inbox. Workflows combine triggers, conditions, and actions, with scheduled or manual starts and run history. The Free plan costs nothing, with no credit card required.
Proposal.biz
Proposal.biz is web-based AI software for creating, managing, sharing, tracking, and signing business documents. It supports proposals, NDAs, contracts, statements of work, presentations, webpages, quotes, pitch decks, and reports. Its AI can generate a complete document from a prompt or URL, then draft, rewrite, structure, or evaluate content. Content Master extracts reusable material such as services, case studies, team bios, and pricing structures from URLs or uploaded files. Imports include PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, HTML, and XML files up to 15 MB. Client tracking can show opens, viewers, section-level engagement, forwarding, and where engagement drops off. E-signatures are included across listed plans. The free plan is free and includes one seat, 50 documents, 25 pages per document, 1,000 AI credits, and three content sources. Paid monthly options start at $19 a month; a 14-day trial is listed. HubSpot and Zoho CRM integrations are listed, while Salesforce, Pipedrive, Stripe, PayPal, Razorpay, and Microsoft Teams are marked upcoming.