Offera vs Proposal Expert
Offera
offerastudio.com
Proposal Expert
proposal.expertSide by side
| Figure | Offera | Proposal Expert |
|---|---|---|
| Price from | Free | €24/mo |
| Free plan | Yes | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 8 |
| Spec score · Proposal Software | 8.0 (#47) | 9.1 (#4) |
| Compliance | The maker describes GDPR/DSR rails as part of its lifecycle controls. | The company states GDPR data minimisation and deletion rights and says Stripe handles PCI-DSS Level 1 payment processing. |
| Built-in e-signatures | Yes | Yes |
| Free plan | Yes | Yes |
| Integrations | The maker lists Documenso, QuickBooks, Xero, WooCommerce, and Stripe workflows; connector availability depends on plan and setup. | Live CRM connections are listed for HubSpot, Salesforce and Monday.com; Pipedrive is described as in development, while Zoho, Dynamics 365, Teamleader and Exact Online are planned. |
| Support | Users can contact support from the support area or the official support email, and requests are tied to workspace context. | Support is offered through in-app chat and contact form, in Dutch and English, with weekday replies within one business day and no phone line during beta. |
Plans
Proposal Expert
- FreeFree
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- Starter€24 a month
- Professional€59 a month
- Business€109 a month
- EnterprisePriced on request
In their own words
Proposal Expert
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.