Overview

Proposal.biz combines AI-assisted business-document creation with reusable content, client tracking and e-signatures in a web service. It is best suited to solo professionals and small teams that prepare proposals or related documents repeatedly. Its appeal is the connected workflow; the trade-off is that seats, AI credits and integrations are tiered.

Key features

AI can draft a complete document from a prompt or URL, then help rewrite, structure or evaluate it. Supported outputs include proposals, NDAs, contracts, statements of work, presentations, webpages, quotes, pitch decks and reports. Content Master extracts reusable material—such as service descriptions, case studies, testimonials, pricing and FAQs—from uploaded files or URLs. These tools are most useful when a business has source material to reuse; occasional users may not need the broader generation workflow.

Imports include PDF, Word, Excel, PowerPoint, OpenDocument, CSV, TXT, HTML and XML files up to 15 MB. Every listed plan includes e-signatures, so signing does not require a higher tier. Tracking can show document opens, viewers, section engagement and forwarding, helping sellers see whether a proposal is getting attention and where interest drops. Online payment collection runs through Dodo Payments and supports major credit and debit cards.

Starter has limited integrations; Professional and Business include the full suite, including HubSpot, Zoho, Slack and Google Drive. Salesforce, Pipedrive, Stripe, PayPal, Razorpay and Microsoft Teams are marked upcoming. An MCP server also lets compatible AI agents such as Claude create and manage proposals. HTTPS transmission, password-protected accounts and limited production-system access are among the security measures the company describes. Users retain ownership of their content, which Proposal.biz says it does not sell or use for unrelated advertising.

Pricing

The Free Forever plan is free and is aimed at solo creators. It includes one seat, one workspace, 1,000 lifetime AI credits, three content sources, 50 documents and a 25-page limit per document. That is enough room to try the workflow and handle modest volume, but the lifetime credit pool and document cap make it a poor fit for sustained production.

Starter is $29 per month, or $19 per month with yearly billing. It keeps the one-seat limit and includes 2,000 AI credits per workspace, 10 content sources, limited integrations and e-signatures. It suits an individual freelancer who has outgrown the free caps but does not need the full integration suite. Professional is $59 per month, or $39 per month with yearly billing; its three seats, 6,000 AI credits, 30 content sources, all integrations, custom branding and custom domain make it the more appropriate step for a small team of two to five.

Business is $149 per month, or $89 per month with yearly billing. It raises the allowance to 10 seats, 10,000 AI credits and 100 content sources, and adds advanced analytics, priority support and BYOK. It is intended for growing teams of five to 20; its larger limits and support are difficult to justify for a solo user. Annual billing saves up to 21% compared with monthly pricing. A 14-day trial is offered. Plans can be canceled anytime without a fee and remain active through the current billing period. Email support is included, Professional adds chat with a 24-hour response, and Business adds priority support with a four-hour response.

Platforms

Proposal.biz runs on the web. No mobile or desktop app platform is identified, so teams needing a dedicated native client should look elsewhere.

Who it's for

Choose it if proposals are part of a recurring sales process and you want generation, reusable content, signatures and engagement tracking together. Solo creators can start free, while freelancers who need more capacity can move to Starter. Teams that need multiple seats, branding or the full integrations have a clearer case for Professional; larger teams with heavier usage and a need for priority support are the target for Business. It is less compelling for one-off document work or users who require an integration still marked upcoming.

Pros and cons

Pros: E-signatures are included on every listed plan, so the basic paid tier does not gate signing behind an upgrade.
Pros: The free plan includes 50 documents and supports imports up to 15 MB, giving solo users a meaningful way to evaluate the service.
Pros: Document tracking, content reuse and payment collection extend the workflow beyond drafting.
Cons: Free access is capped at one seat, 50 documents and 1,000 lifetime AI credits, limiting ongoing use.
Cons: Starter remains a one-seat plan with limited integrations; the full integration suite and team seats begin at Professional.
Cons: Several named integrations, including Salesforce and Stripe, are upcoming rather than available.

Alternatives

For a broader proposal-software shortlist, see Proposal Software. Consider PandaDoc if Android or iOS access matters; it has a free plan described with a 60-document yearly allowance. Proposify is a paid option with a Basic plan at 29.00 USD per month and a stated 10 sends per month, suited to buyers who prefer a send-based allowance to Proposal.biz's AI-credit and document limits.

Proposal Expert is another web-based freemium option, with a free tier of three proposals per month, 25 AI credits and three e-signatures per month; it may suit users who want a smaller, explicitly monthly free allowance. Anchor is worth comparing if mobile access and a free plan with unlimited users are priorities. PowerPropose offers a free plan with one seat, 10 active clients and 10 proposals, plus a 30-day Standard trial, making it a relevant alternative for users whose needs fit those caps.

Cord may fit a quote-focused workflow: its free tier includes five active quotes, five sent quotes per month and three AI generations. Fresh Proposals is a paid web alternative with annual Starter pricing at 20.00 USD per month and 10 active proposals. Better Proposals is another paid web option, with a Starter plan at 13.00 USD per month when paid annually, one user seat and 10 documents per month.

Verdict

Proposal.biz is a strong fit for solo professionals and small teams that want AI drafting, reusable business content, signatures and client-engagement signals in one web workflow. Its free plan is a practical starting point, while Professional is the tier to consider when a team needs three seats, custom branding or all integrations. Look elsewhere if you need native mobile apps, more than one Starter seat, or an integration that remains upcoming.

	Proposal.biz	XaitProposal
Free plan	Yes
Free trial	Yes
Paid from	$1.25/mo
Platforms	Web	api, Web
Free plan	Yes
Built-in e-signatures	Yes
Client activity tracking	Yes
Online payment collection	Yes
CRM integrations	Yes
Custom branding	Yes	Yes
Included team seats	1 seats
Analytics and reporting	Yes

Proposal.biz vs XaitProposal

Proposal.biz

XaitProposal