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ProposalGrid
What it is
ProposalGrid creates proposals and quotes, shares them as branded pages, tracks client decisions, and turns accepted work into print-ready invoices. Its AI can draft a proposal from a website or job description, including scope, deliverables, timeline, and pricing; users can edit or regenerate individual blocks. Reusable templates and a block editor support headings, rich text, images, and tables, with automatic recalculation of line items, quantities, and totals. Proposals can be sent through individual links with view tracking for each stakeholder. Clients can accept online or request changes, with typed or hand-drawn signatures, consent, timestamped audit trails, IP logging, and tamper-evident content hashes. Optional reminders can follow up on unopened or undecided proposals and warn before expiration. Accepted proposals can become branded invoices, and invoice creation is included on the Free plan. The browser-based service requires no installation. Free costs nothing and includes 5 active documents, 2 AI proposal drafts each month, and 3 saved blocks. Pro costs €19 a month, billed monthly, and includes 100 active documents and 30 AI drafts each month.
For and against
For
- AI drafts proposals from websites or job descriptions.
- Includes built-in signatures and timestamped audit trails.
- Tracks views for individual proposal stakeholders.
- Accepted proposals can become print-ready invoices.
- Runs in a browser without installation.
Against
- Free plan allows five active documents.
- Free plan includes two AI proposal drafts monthly.
- Pro costs €19 a month, billed monthly.
The verdict
ProposalGrid covers proposal drafting, client review, signatures, follow-up, and invoice creation in a browser-based workflow. The Free plan has limits on active documents and monthly AI drafts; Pro raises those limits for a monthly fee.
Who it suits
ProposalGrid is presented for small and medium businesses and professionals. Its quote workflow may suit contractors, renovators, trades, and other service businesses handling fixed-scope work.
Plans and prices
Free
5 active documents · 2 AI proposal drafts/month · 3 saved blocks · Public links and PDF export with badge
Read 8 Oct 2026 · proposalgrid.com
Pro
100 active documents · 30 AI proposal drafts/month · Unlimited saved blocks · Watermark-free pages and PDF
Read 8 Oct 2026 · proposalgrid.com
On the record
- Acceptance and signatures
- Clients can accept proposals online or request changes, with typed or hand-drawn signatures, explicit consent, timestamped audit trails, IP logging, and tamper-evident content hashes.proposalgrid.com · read 8 Oct 2026
- AI data handling
- The data notice says information submitted for optional AI drafting is not used to train Anthropic's models.proposalgrid.com · read 8 Oct 2026
- AI drafting
- AI can draft a full proposal from a website or job description, including scope, deliverables, timeline, and pricing, and users can edit or regenerate individual blocks.proposalgrid.com · read 8 Oct 2026
- Analytics and reporting
- Yesproposalgrid.com · read 21 Sep 2026
- Audience
- The site describes ProposalGrid as designed for small and medium businesses and professionals; its quote workflow is aimed at contractors, renovators, trades, and other service businesses with fixed-scope work.proposalgrid.com · read 8 Oct 2026
- Browser-based
- ProposalGrid runs entirely in a browser and requires no download or installation.proposalgrid.com · read 8 Oct 2026
- Client import
- Contacts can be imported from HubSpot, Pipedrive, Zoho, Salesforce, Excel, or other CSV exports, with automatic column matching and duplicate handling.proposalgrid.com · read 8 Oct 2026
- Client activity tracking
- Yesproposalgrid.com · read 21 Sep 2026
- CRM integrations
- Yesproposalgrid.com · read 21 Sep 2026
- Custom branding
- Yesproposalgrid.com · read 21 Sep 2026
- Built-in e-signatures
- Yesproposalgrid.com · read 21 Sep 2026
- Follow-ups
- Optional automatic reminders can follow up on unopened or undecided proposals and warn before expiration.proposalgrid.com · read 8 Oct 2026
- Invoices
- Accepted proposals and quotes can be turned into branded, print-ready invoices, and invoice creation is included on the Free plan.proposalgrid.com · read 8 Oct 2026
- Languages
- ProposalGrid says users can keep client-facing pages, emails, reminders, acceptance receipts, and invoices consistent in English or Lithuanian.proposalgrid.com · read 8 Oct 2026
- Limits
- The Free plan allows five active documents; existing proposals remain live and editable when the limit is reached, and users must mark one accepted or move to Pro to create another active document.proposalgrid.com · read 8 Oct 2026
- Purpose
- ProposalGrid creates proposals and quotes with AI, shares them as branded links, tracks client decisions, and turns accepted work into print-ready invoices.proposalgrid.com · read 8 Oct 2026
- Security and privacy
- Its data notice says it applies technical and organisational data-security measures in line with GDPR and lists Google Cloud, Stripe, Resend, Anthropic, Cloudflare, and consent-based Google Analytics as service providers.proposalgrid.com · read 8 Oct 2026
- Sharing and tracking
- Proposals can be sent as live branded pages, with individual links and view tracking for each stakeholder.proposalgrid.com · read 8 Oct 2026
