--- title: "Proposal.biz Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Proposal.biz Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/10050968/Proposal-biz/" page_type: "product" language: "en" publication_date: "2026-09-30" --- # Proposal.biz Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 30, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Proposal.biz ## What is Proposal.biz? Proposal.biz is AI software that automates branded business document creation by extracting company details from website URLs. It streamlines the document lifecycle from creation to e-signature collection. The smart content library extracts brand colors, logos, service descriptions, pricing, and company information for consistent branding. The AI engine generates documents from plain English, including executive summaries, scope of work, pricing tables, and timelines. It suggests tone and clarity improvements during drafting. Collaboration features allow simultaneous editing, eliminating version control issues. Built-in e-signature functionality lets clients sign from any device, with instant notifications and automatic archival. Analytics tools offer engagement metrics and real-time alerts. The platform integrates with CRM systems, payment processors, and communication tools to synchronize deal information. ## What is Proposal.biz used for? [Proposal Management](https://www.capterra.com/proposal-management-software/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $19 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## FAQs about Proposal.biz Overview ### What company size and specific industries is Proposal.biz built for? Proposal.biz is designed for sales teams, agencies, freelancers, and B2B service businesses that need to create, send, and track professional proposals and quotes. It fits organizations of varying sizes, especially small businesses and independent professionals working in service-based sales environments. Features and Usability ### What are the key features of Proposal.biz? Proposal.biz offers proposal generation, RFP management, and quotes/estimates, along with document automation, document management, and document review. It also includes electronic signature, client portal, customizable templates and branding, CRM and contact management, access controls/permissions, reporting and statistics, version control, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Proposal.biz starts at $19/month for the Starter Plan for solo professionals and freelancers, or $15/month billed yearly. The Professional Plan is $39/month, and the Business Plan is $89/month. A free trial is available. Starter includes 1 seat, 1 workspace, and limited integrations; higher plans add more seats and features. Integrations ### Which third-party tools and platforms does Proposal.biz integrate with? Proposal.biz integrates with 8 third-party tools, including HubSpot CRM, Pipedrive, and Zoho CRM for customer management; Slack and Microsoft Teams for communication; and PayPal, Razorpay, and Stripe for payments. These catalog integrations cover sales, messaging, and billing workflows. Getting Started and Support ### What training and onboarding options does Proposal.biz offer? Proposal.biz provides in-person training, live online sessions, and documentation. In-person training supports face-to-face instruction, live online sessions allow guided remote setup, and documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Proposal.biz offer? Proposal.biz provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available about support, only the listed channels can be confirmed. Users looking for help can rely on written resources, live contact options, and self-service documentation. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Proposal.biz supports all three of the features reviewers consider most important: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create proposals faster, build accurate quotes, and tailor documents to different clients and sales scenarios, allowing teams to improve consistency, respond more quickly, and move deals forward with less manual work. Customizable Templates 4.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Electronic Signature 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Digitally sign online documents Knowledge Base Management 4.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Reporting & Statistics 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Templates 4.5 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Access Controls/Permissions 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Proposal.biz 28 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Automatic Formatting: Automatically formats data in a predetermined way - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Electronic Signature: Digitally sign online documents - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Task Management: Create, manage and track all task activities and progression - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions --- Features 4.4 (5) 4.4 Based on 5 reviews ## Pricing Value for money 4.8 (5) Free Trial [View pricing plan details](https://www.capterra.com/p/10050968/Proposal-biz/pricing/) Starter Plan $19.00 Flat Rate,Per Month It includes: - 1 seat (no additional seats available) - 1 workspace - 2,000 AI credits per workspace - Connect up to 10 external content sources - All document types supported - Limited integrations (includes Slack) - Export to PDF - E-signatures Professional Plan $39.00 Flat Rate,Per Month It includes: - 3 seats total (additional seats available) - 1 workspace - 6,000 AI credits per workspace - Connect up to 30 external content sources - Everything in Starter Plan, plus: Branding removed - Custom domain - All integrations (Slack, Pipedrive, Salesforce, HubSpot) - Chat and email support (24-hour response time) - Send & track opens Business Plan $89.00 Flat Rate,Per Month It includes: - 10 seats total (additional seats available) - 3 workspaces - 10,000 AI credits per workspace - Connect up to 100 external content sources - Everything in Professional Plan, plus: Advanced Analytics - Priority support (4-hour response time) - Bring your own API key Value for money 4.8 (5) 4.8 Based on 5 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ Razorpay](https://www.capterra.com/p/179263/Razorpay/) ## Support, customer service and training options Customer Service 4.6 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.6 (5) 4.6 Based on 5 reviews ## User reviews Overall rating 4.6 Based on 5 reviews Filter by rating 5(4) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent Hiral B. DevOps Engineer Computer & Network Security ### "Helps me send proposals fast when I barely have time to freelance" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 28, 2026 Pros I have a full time coding job, so freelance work only happens at night or on weekends. I never had time to sit and design a proposal for every client. Now I just paste my website link, it grabs my logo and past work, and I get a real looking document way faster than before. I actually send proposals the same day now instead of putting them off for a week. Cons There's a lot going on in the tool. It took me a week or two just clicking around to figure out where things were. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PB Prasad B. Head- DBA Practice Information Technology and Services ### "Simple, Professional, and Easy to Use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 18, 2026 Overall, my experience has been really good. Proposal.biz has made the proposal process much simpler and helped me save time. It’s easy to use, looks professional, and does what I need without making things complicated. Pros What I liked most is how easy it is to create a clean, professional-looking proposal without spending too much time on formatting. The templates are useful, and it keeps everything organized. Cons Some features took me a little time to get used to at first. Nothing major, but a few parts could feel more intuitive. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Aashutosh N. Team Leader Management Consulting ### "Document Creation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 17, 2026 Pros easy document creation • faster preparation • professional output • easy editing • less manual formatting Cons The only thing I liked least was that it took a little time to get familiar with all the features. Otherwise I didn’t face any problems. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MK Manish K. Accountant Accounting ### "Simple and practical document workflow" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 16, 2026 Proposal.biz is a practical solution for organizing and preparing professional proposals and documents. It saves time on repetitive work and provides a convenient workflow for creating client-ready content. Pros Proposal.biz makes creating professional documents much easier. I found the templates and reusable content particularly useful because they helped me start faster and avoid repetitive formatting. The overall workflow is straightforward, and it’s convenient to keep information organized when preparing client-facing documents. Cons There is a small learning curve when getting familiar with the different workflows. Some advanced options could also be made a little more streamlined, but overall the experience has been positive. Switched from [Expedience Proposal Software](https://www.capterra.com/p/141108/Expedience-Software-Suite/) beetter version of software compare tohhhh Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PP Prerana P. Business Consultant Information Technology and Services ### "Easy and Efficient Document Creation Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2026 My overall experience with Proposal.biz has been very positive. It made the document creation process easier and less time-consuming, especially when preparing partnership documents. The AI feature, formatting options, and reusable content helped reduce repetitive work and made it easier to create professional-looking documents. Pros I liked how easy it was to create and format professional documents. The AI feature also helped speed up the process, while the templates and customization options made it easier to create consistent, client-ready documents without doing everything from scratch. Cons The initial learning curve was a little challenging, and some workflows took a bit of time to get familiar with. Switched from [Gamma](https://www.capterra.com/p/160341/Gamma/) I switched from Gamma.ai because Proposal.biz was a better fit for the type of business documents and partnership proposals I needed to create. It gave me more flexibility with document formatting and customization, while also making it easier to prepare professional, client-ready documents. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.