Fresh Proposals vs Proposal Expert

Fresh Proposals is web software for creating proposals, engagement letters, contracts, and quotes that can be tracked, electronically signed, and paid online. Its drag-and-drop editor supports text, images, fee tables, signatures, input forms, and reusable content. Interactive quotations let clients select fees or packages and change quantities; tiered pricing is also available. Analytics cover proposal cycle length, sales funnel, outstanding proposals, and engagement with proposal sections. Listed native integrations include HubSpot, QuickBooks, Xero, CPACharge, and LawPay, with access to more than 6,000 apps through Zapier. A REST API and signed webhooks are available on request for enterprise accounts. The service requires an internet connection and compatible browser, and recommends Chrome. The 14-day trial allows up to three active proposals. Starter costs $20 a month billed annually for 10 active proposals; Professional costs $40 a month billed annually for 30; Business costs $65 a month billed annually for unlimited active proposals.

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.