Proposal Expert for agencies, consultants, freelancers and B2B sales teams. See which templates, blocks and workflows make the difference for each.
Every kind of team writes proposals its own way. Agencies lean on case studies and team profiles. Consultants sell a phased approach. Freelancers want a professional quote fast, without overhead. Sales teams need a CRM connection and fixed pricing rules. Proposal Expert is one workspace for all of these situations, with templates, reusable blocks, AI that writes along, an electronic signature and insight into what your client reads.
Each page covers the problems we hear most often, the parts of Proposal Expert that answer them and how to get started in an afternoon. Is your situation not listed? Start with the templates instead. They are written for a wide range of work, from consulting and web design to construction and events.
CRM sync, AI assist and analytics, so reps can get back to selling
Is Proposal Expert only suitable for these four groups?
No. The four pages describe the situations we see most often, but the workflow is the same for every team. You pick a template, adjust the content, send the proposal and follow what the client reads. The template library also covers construction, software, events and sponsorship, among others.
Can I start for free as a freelancer or small team?
Yes. The free plan is for one user, with a limited number of proposals per month, and it needs no credit card. When you need more proposals, team members or your own logo on the proposal, you choose a paid plan. The limits per plan are on the pricing page.
Can I use my own branding and existing copy?
Yes. From the Starter plan you add your logo to the brand kit, and from Professional your brand colours too. They carry through to every proposal. On every plan, existing copy, case studies and team profiles live as reusable blocks in the library. That way a new proposal never starts from a blank page.