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Create My Proposal
What it is
Create My Proposal is a web app for service businesses preparing client proposals and approval links. Users can start from a template or build from scratch, then share a branded link by email or WhatsApp. Clients can review and approve a public proposal without creating an account, and the workflow includes digital signatures and tracking for opens, comments, and approvals with timestamps. Proposal tools cover scope documents, pricing tables, and visual project schedules with milestones and payment triggers. Pricing tables support quantities, discounts, tax, deposits, and recurring or one-time charges. Templates include options for architecture, consulting, retainers, and tourism. AI assistance can generate executive summaries, scope, and follow-up emails. Each proposal can use its own currency and be written in English, Spanish, or both. The Free plan is free and allows 3 proposals per month. Pro is listed at $29 a month for unlimited proposals, and Business at $79 a month with team members, advanced analytics, saved terms, premium templates, and priority support. The pricing page says Pro and Business are coming soon, and billing details are still being finalized.
For and against
For
- Clients can approve public links without accounts.
- Includes digital signatures and activity tracking.
- Pricing tables support tax, deposits, and recurring charges.
- Proposals support English, Spanish, or both.
Against
- Free plan allows 3 proposals per month.
- Free trial is not offered.
- Pro and Business plans are coming soon.
- Billing details are still being finalized.
The verdict
Create My Proposal combines proposal creation, pricing, schedules, and client approval in a web workflow. The Free plan has a monthly proposal limit, while the listed paid plans are marked as coming soon.
Who it suits
It suits service businesses such as architecture firms, consultants, real estate services, agencies, and B2B vendors that need to create and share proposals. It may also fit teams that want clients to review and approve without an account.
Plans and prices
Free
3 proposals per month · Basic templates · Create My Proposal branding
Read 7 Oct 2026 · createmyproposal.com
Pro
Unlimited proposals · Custom branding · Branded approval links · Tracking & reminders
Read 7 Oct 2026 · createmyproposal.com
Business
Everything in Pro · Team members · Advanced analytics · Saved terms
Read 7 Oct 2026 · createmyproposal.com
On the record
- Activity tracking
- Activity tracking shows proposal views, comments, and approvals with timestamps.createmyproposal.com · read 7 Oct 2026
- AI assistance
- AI assistance can generate executive summaries, scope, and follow-up emails.createmyproposal.com · read 7 Oct 2026
- Analytics and reporting
- Yescreatemyproposal.com · read 20 Sep 2026
- Client access
- Clients can open a public proposal link, review it, and approve without creating an account.createmyproposal.com · read 7 Oct 2026
- Client activity tracking
- Yescreatemyproposal.com · read 20 Sep 2026
- Custom branding
- Yescreatemyproposal.com · read 20 Sep 2026
- Enterprise inquiries
- The pricing page invites inquiries about enterprise features, SSO, or procurement contracts by email.createmyproposal.com · read 7 Oct 2026
- Built-in e-signatures
- Yescreatemyproposal.com · read 20 Sep 2026
- Localization
- Each proposal can have its own currency and can be in English, Spanish, or both.createmyproposal.com · read 7 Oct 2026
- Paid plan availability
- The pricing page says Pro and Business plans are coming soon, and billing details are still being finalized.createmyproposal.com · read 7 Oct 2026
- Pricing tools
- Pricing tables support quantity, discounts, tax, deposits, and recurring or one-time charges.createmyproposal.com · read 7 Oct 2026
- Product
- Create My Proposal helps service businesses create branded proposals, pricing tables, timelines, scope documents, and client approval links.createmyproposal.com · read 7 Oct 2026
- Project schedules
- The product includes visual project schedules with payment triggers and timelines with milestones.createmyproposal.com · read 7 Oct 2026
- Proposal workflow
- Users can create proposals from a template or from scratch, share a branded link by email or WhatsApp, track opens or comments, and collect digital signatures.createmyproposal.com · read 7 Oct 2026
- Target customers
- The product is presented for service businesses including architecture firms, construction companies, real estate services, consultants, marketing agencies, tourism operators, engineering firms, and B2B vendors.createmyproposal.com · read 7 Oct 2026
- Templates
- Reusable templates include options for architecture, consulting, retainer, tourism, and other proposal types.createmyproposal.com · read 7 Oct 2026
