Proposolve

Plans and prices

Every plan, in full

On the record

AI copilot

The AI copilot can propose spreadsheet changes and show a diff for approval before applying them.proposolve.com · read 9 Oct 2026

AI data use

The privacy policy says relevant spreadsheet contents are sent to Anthropic for AI features and are not used to train AI models.proposolve.com · read 9 Oct 2026

Analytics

Proposal analytics include views, time on page, and sections viewed.proposolve.com · read 9 Oct 2026

Analytics and reporting

Yesproposolve.com · read 20 Sep 2026

Client access

Proposal links can be protected by an email gate, an access code, or both, and the site says gated access is checked server-side before content is sent to the browser.proposolve.com · read 9 Oct 2026

Client activity tracking

Yesproposolve.com · read 20 Sep 2026

Compatibility checker

The Excel compatibility checker reads the workbook in the browser and does not upload it.proposolve.com · read 9 Oct 2026

CRM integrations

Noproposolve.com · read 20 Sep 2026

Custom branding

Yesproposolve.com · read 20 Sep 2026

Built-in e-signatures

Noproposolve.com · read 20 Sep 2026

Excel import

It imports .xlsx sheets, formulas, and formatting into a branded proposal table, with the site claiming import takes under 10 seconds.proposolve.com · read 9 Oct 2026

Formula engine

Its spreadsheet engine supports 51 functions, including VLOOKUP, INDEX/MATCH, SUMIF, and cross-sheet references.proposolve.com · read 9 Oct 2026

Integrations

The site says CRM and payment workflows use a webhook and the user’s own payment link rather than native integrations.proposolve.com · read 9 Oct 2026

Intended users

The product is described as being for freelancers and small agencies that quote work using spreadsheets.proposolve.com · read 9 Oct 2026

Online payment collection

Noproposolve.com · read 20 Sep 2026

Proposal design

Proposals can include drag-and-drop covers, headings, images, videos, and pricing tables with the creator’s branding.proposolve.com · read 9 Oct 2026

Purpose

Proposolve turns Excel pricing spreadsheets into branded proposals that clients can open through a link.proposolve.com · read 9 Oct 2026

Security and privacy

The privacy policy says data is encrypted in transit and at rest by infrastructure providers, and proposals protected by an email gate or access code are checked server-side before content is sent to the browser.proposolve.com · read 9 Oct 2026

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