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About Propelio

Clara AI Deep Dive with Clara AI

Propelio is proposal software for independent businesses: freelancers, studios, consultants, and small agencies who need to send proposals that win work without spending hours building them. Pick from more than 30 industry templates, customise the scope, pricing, and branding, then send a single link your client can read and sign from any device, with no account or printing required. Propelio shows you when a proposal is opened, notifies you in real time, and stores a signed record with a content hash for a clear audit trail. Interactive pricing tables let clients choose options before they sign. Every feature is included in one plan, priced per seat with a single-seat minimum, in GBP, USD, or EUR.

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Screenshots & Videos

Your proposals should look as good as your work
Before / After Propelio
Clients don't download proposals

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business
  • Freelancers
  • Individuals

API Support

  • Not available

Modes of Support

  • Business Hours, Online

Propelio Features

Proposal Features

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Alert Notifications

Alerts the user when predefined criteria is met

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel
Propelio Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot

Learn more about Propelio Pricing

Propelio Alternatives

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Propelio Reviews

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Propelio Screenshots

Propelio FAQs

Can clients sign without creating an account?

Yes. Clients open a secure proposal link, review the content, choose the right option, and sign from any device. No signup, no login wall, and no back-and-forth attachments.

How does Propelio help us create proposals faster?

Start from a pre-built template or one of your own saved proposal templates, then customise the content, pricing, team section, imagery, videos, and case studies. Your team can move from blank page to polished proposal in minutes.

Can clients choose a pricing option?

Yes. You can add pricing tables, packages, and optional line items. Clients can select the option they want before signing, so the approved proposal clearly records what they agreed to.

Can we control who sees a proposal?

Yes. Each proposal can be shared by public link, optionally password-protected, and given an expiry date. That means clients get easy access while your team keeps control of sensitive commercial documents.

Can we see which proposals are performing?

Yes. Analytics help you track proposal activity, signed and declined outcomes, and team performance, so you can see what is moving deals forward and where proposals are getting stuck.

What is Propelio used for?

Propelio is Proposal Software. Propelio offers the following functionalities:

  • PDF Export
  • Collaborative Editing
  • Document Analytics
  • Document Audit Trail
  • Document Library
  • e-Signature
  • Customizable Branding
  • Alert Notifications
  • Contact Management
  • Access Control

Learn more about Propelio features.

What are the top alternatives for Propelio?

Does Propelio provide API?

No, Propelio does not provide API.

Propelio Contact

Vendor Details

Not available

Contact Details

Not available

https://propelio.app/

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