Proposal Expert vs Proposify
Proposal Expert
proposal.expert
Proposify
proposify.comSide by side
| Figure | Proposal Expert | Proposify |
|---|---|---|
| Price from | €24/mo | $1.58/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | Yes | Yes |
| Plans published | 8 | 10 |
| Spec score · Proposal Software | 9.1 (#4) | 9.1 (#3) |
| Spec score · AI Proposal Generators | 8.6 (#4) | 8.4 (#6) |
| Audience | The homepage describes the product as intended for anyone who creates proposals, from freelancers and self-employed people to sales teams at large companies. | The Basic plan is for individuals and small teams, while the Team plan is for growing teams that need CRM integration. |
| Company identity | The privacy policy identifies the service operator only under the name Proposal Expert and does not provide a separate legal company name. | The page identifies the company as Proposify Inc. |
| CRM integrations | The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business. | Yes |
| Built-in e-signatures | Yes | Yes |
| E-signatures | Signatures are Simple Electronic Signatures under eIDAS, with email one-time-code verification, IP and timestamp evidence, document hashing and RFC 3161 timestamp sealing. | All plans allow documents to be legally e-signed. |
| Free plan | Yes | No |
| Integrations | 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. | The integrations directory lists CRM, payment, invoicing, collaboration, file, forms, project-management, and other integrations, including Salesforce, HubSpot, Stripe, QuickBooks, Slack, and Zapier. |
| Support | 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. | Email and chat support is available Monday through Thursday from 8 AM to 8 PM EST and Fridays from 8 AM to 4 PM EST. |
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
Proposify
- Basic$29 a month
- Team$49 a month
- BusinessPriced on request
- Basic$228 a year
- Team$492 a year
- EnterprisePriced on request
- Basic annual$19 a year
- Basic monthly$29 a month
- Team quarterly$49 a month
- Free trialFree
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.
Proposify
Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.