Proposal Expert vs Sequence CPQ

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.

Sequence CPQ creates web-based proposals for B2B deals with custom terms, negotiated pricing and contracts that do not fit standard templates. Quotes can use linear, volume, graduated, packaged or percentage-based pricing, along with usage tiers, ramp pricing, fee thresholds and credit burndowns. The editor supports templates, flexible content blocks, smart variables and attachments. After a quote is signed, Sequence creates a billing schedule and generates invoices that can account for usage, seats, proration, mid-cycle changes and overages. Quotes support Dropbox Sign, configurable signers and signing order, passwordless magic links and prospect activity tracking. Teams can set approval rules, receive Slack alerts, apply quote guardrails and review a timestamped audit trail. Listed integrations include Salesforce, HubSpot, Attio, accounting and payment services; API access and webhooks are also included connector features. Sequence CPQ runs on web and through an API. Growth costs $799 a month; Core and Scale have bespoke pricing. There is no free plan, though a free trial is listed.