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Proposal Expert
What it is
Proposal Expert is a web-based subscription service for creating proposals with an editor, AI feedback, and CRM integrations. Its assistant, Fred, can suggest improved proposal text, flag weak points, and support multilingual proposals. Engagement tracking reports when a client opens a proposal, which sections they view, and how long they spend reading. Electronic signatures use email verification and produce 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 EU servers, 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 monthly e-signatures, basic analytics, and 250 MB storage. Starter is listed at €24 a month. Support is available in Dutch and English, with weekday replies within one business day; there is no phone line during the beta. AI credits are pooled per workspace and roll over for one month, capped at one monthly allocation.
For and against
For
- Free plan includes three proposals monthly.
- Tracks proposal opens and reading time.
- Electronic signatures include an audit trail.
- Customer data is hosted in the EU.
- Weekday support replies within one business day.
Against
- Free plan includes only 25 AI credits.
- No phone support during the beta.
- AI credit rollover is capped at one monthly allocation.
The verdict
Proposal Expert combines proposal writing, engagement tracking, signatures, and CRM connections in a web service. Review the plan limits and beta support arrangements to see whether they suit your proposal volume and workflow.
Who it suits
Proposal Expert suits freelancers, self-employed people, and sales teams that create proposals. It may fit teams seeking proposal engagement tracking, electronic signatures, and CRM integrations.
Plans and prices
Free
3 proposals/month · 25 AI credits · 5 templates · 3 e-signatures/month
Read 15 Oct 2026 · proposal.expert
Starter
15 proposals/month · 100 AI credits · 15 templates · unlimited e-signatures
Read 15 Oct 2026 · proposal.expert
Professional
Unlimited proposals and templates · 250 AI credits/user · 2 brand kits · unlimited e-signatures
Read 15 Oct 2026 · proposal.expert
Business
500 AI credits/user · unlimited users · white-label · Salesforce and Dynamics 365
Read 15 Oct 2026 · proposal.expert
Enterprise
Unlimited AI credits subject to fair use · custom integrations · dedicated customer success manager · SLA guarantee
Read 15 Oct 2026 · proposal.expert
On the record
- AI assistant
- The homepage says its AI assistant Fred suggests stronger proposal text, flags weak points and supports multilingual proposals.proposal.expert · read 30 Sep 2026
- AI data processing
- AI features send the text being processed to Google Gemini; the company says it uses the paid API and does not use customer content to train models.proposal.expert · read 15 Oct 2026
- AI drafting
- Its Fred assistant turns briefs, emails, call notes or tenders into editable proposal sections.proposal.expert · read 15 Oct 2026
- AI scoring
- AI scores proposal sections for persuasiveness, structure and clarity and suggests improvements.proposal.expert · read 15 Oct 2026
- AI usage limitation
- A full AI-generated draft costs 20 credits, and users are told to verify names, prices, dates and promises before sending.proposal.expert · read 15 Oct 2026
- Analytics
- Data Lab reports pipeline stages, win rates, AI quality scores, views, client-level results and team leaderboards.proposal.expert · read 15 Oct 2026
- API access
- API access and data export are included in the Business tier rather than the lower plans.proposal.expert · read 15 Oct 2026
- API security
- The security page says API keys use one-way hashing, configurable quotas, expiry, audit logging and immediate revocation.proposal.expert · read 15 Oct 2026
- 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.proposal.expert · read 30 Sep 2026
- Authentication
- Accounts support TOTP or email-based two-factor authentication, bcrypt password hashing, session expiry and login rate limiting.proposal.expert · read 15 Oct 2026
- Availability limitation
- The terms target 99.5% uptime but explicitly do not guarantee uninterrupted availability.proposal.expert · read 15 Oct 2026
- Company identity
- The privacy policy identifies the service operator only under the name Proposal Expert and does not provide a separate legal company name.proposal.expert · read 15 Oct 2026
- Company size
- The About page describes Proposal Expert as being built by a small team.proposal.expert · read 15 Oct 2026
- Compliance
- The company states GDPR data minimisation and deletion rights and says Stripe handles PCI-DSS Level 1 payment processing.proposal.expert · read 15 Oct 2026
- CRM integrations
- The pricing page lists HubSpot and Pipedrive for Professional and Salesforce for Business.proposal.expert · read 30 Sep 2026
- Developer documentation
- The public site describes API availability and security controls but does not publish SDKs or a public API reference in the pages reviewed.proposal.expert · read 15 Oct 2026
- Encryption
- The service states TLS 1.2 or higher in transit, AES-256 at rest, and additional envelope encryption for CRM tokens and API keys.proposal.expert · read 15 Oct 2026
- Engagement tracking
- Shared proposals record opens, section reading time, scroll depth, return visits, device and approximate location, producing a 0–100 engagement score.proposal.expert · read 15 Oct 2026
