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About Proposal.biz

Deep Dive with Clara AI

Proposal.biz is an AI-powered proposal and business document platform that helps teams create, brand, collaborate on, send, track, and e-sign client-facing documents from one workspace. Users can paste a website URL to extract brand colours, fonts, services, pricing, tone of voice, team information, and reusable content into a Smart Content Library. From a simple prompt, Proposal.biz generates professionally structured proposals, quotes, statements of work, contracts, presentations, reports, and webpages that can be refined using AI or the drag-and-drop editor. Teams can collaborate through shared editing and comments, organise documents by client or project, create reusable templates, send trackable links, receive real-time open notifications, and analyse how long recipients spend on individual sections. Built-in e-signatures allow clients to review and sign inside the same document without downloading files or moving to another tool. Proposal.biz also supports CRM and communication integrations, version links, PDF export, custom branding, role-based access control, document quality evaluation, and API access through MCP.

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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Medium Business
  • Small Business
  • Freelancers
  • Individuals

API Support

  • Not available

Modes of Support

  • Business Hours, Online

Proposal.biz 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.

CRM Integration

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

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

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

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

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

Contact Management

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

Document Generation Features

Reporting & Document Tracking

E-Signature Integration

Data Integration & Auto-Population (CRM, databases)

Template-Based Document Generation

API & Integration Support

Access Control & Security (encryption, audit trails)

Bulk/Batch Document Generation

Workflow Automation & Document Routing

Multi-Format Output (PDF, DOCX, HTML)

Dynamic Content & Conditional Logic (rules-based)

Document Management Features

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Document Assembly

Helps in creating a document on an automated basis

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Optical Character Recognition - OCR

Helps in converting scanned paper documents into editable files

Offline Access

Allows users to access files and documents in offline mode

File Type Conversion

Helps in converting one file type into another without compromising the data quality and visibility

File Recovery

Helps in recovering lost, inaccessible, damaged or deleted files from a hard drive or disk

Document Retention

Helps in deleting automatically confidential files at a certain point of time, transfer file to new folders or to specified people to avoid misuse of vital information

Document Indexing

Allows tagging documents with separate search-friendly terms to make them easily accessible.

Document Archiving

Helps in storing documents which have become obsolete but is important as historical data

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Document Creation Features

AI-Powered Writing Assistance

AI-powered grammar and style checks, rewriting, and summarization.

Export to Document Formats

Export files to various document formats, such as PPTX, PDF, and shareable links

Comments (Notes)

To encourage discussion, offer feedback, make a note, or clarify a point within a document or application.

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Offline Editing

Helps to make changes and to edit the presentation content or data in an offline mode

Built-in Templates

It has bundle of predefined templates that can be used for creating a design

Rich Text Editor

Allows to write content directly with rich text formatting

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Collaboration

Helps you safely share data with only those who matter and enhances your teamwork
Proposal.biz 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

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Proposal.biz Alternatives

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Proposal.biz Screenshots

Proposal.biz FAQs

What is Proposal.biz used for?

Proposal.biz is Proposal Software. Proposal.biz offers the following functionalities:

  • PDF Export
  • Collaborative Editing
  • Document Analytics
  • CRM Integration
  • Document Library
  • e-Signature
  • Customizable Branding
  • Alert Notifications
  • Access Control

Learn more about Proposal.biz features.

What are the top alternatives for Proposal.biz?

Does Proposal.biz provide API?

No, Proposal.biz does not provide API.

Proposal.biz Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://www.proposal.biz/

Social Media Handles

Proposal.biz Integrations

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