get-free-advice
Clara Icon MEET CLARA - THE AI BEHIND SMARTER SOFTWARE CHOICES
Get Started
/*
Loading...
*/

About Propovo

Clara AI Deep Dive with Clara AI

Propovo is a proposal and sales workspace for agencies, consultants, freelancers and small sales teams. It turns client notes, meeting transcripts and business context into editable proposals, statements of work, contracts and quotes. A visual editor combines document templates, branding and service pricing so teams can prepare client-ready documents in one workspace. Branded client rooms keep shared documents together, support electronic signatures and help teams track client engagement. Contacts, deals, proposals and rooms stay connected in the sales pipeline. Copilot helps prepare client messages for review, while integrations and a customer-facing API support connected workflows. Premium costs $29 per seat per month or $288 per seat per year and includes 2,000 AI credits per seat each month. Clients and recipients can access shared work for free. New workspaces can try Propovo for 14 days with 250 AI credits and no payment card. Propovo runs in a modern web browser, helping teams move from initial client context through document drafting, sharing and follow-up.

Read more

Screenshots & Videos

Propovo's document template gallery and filters.
Propovo Home with AI chat, suggestions and recent work (sample workspace).
Editable proposal with section navigation and document controls (sample content).

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Medium Business
  • Small Business
  • Freelancers

API Support

  • Available

Modes of Support

  • Online

Propovo Features

Proposal Features

PDF Export

Enables to export the document to PDF file for easy sharing

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

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.

Customer Pipeline

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

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

Collaborative Editing

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

Approval Workflow

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

Contract Management Features

Contact Management

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

Specialty Contracts

Helps managing specialty or formal contracts that mainly are written agreements, as a deed.

Sell Side (Customers)

Helps in managing the contracts related to the firms that sell investment services to asset management firms/organizations

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Government Contracts

Helps taking care of Government contracts that allows you to sell your goods/services to the Government and its different agencies

Full Text Search

Allows and helps in searching for a single or a collection of computer-stored documents in a full-text database.

Digital Signature

A facility to capture digital signature in a secure format

Contract Templates

Provides ready-made beautiful templates for writing different types of contracts

Contract Drafting

Helps in drafting a reliable and secure contract for understanding properly the terms of the agreement

Completion Tracking

Helps in setting certain completion criteria for any activity within a contract management process

Buy Side (Suppliers)

Helps managing contracts of firms that buy investment services like securities

Auto Extraction

Helps in conducting auto scanning of data and extract the required piece of information from a contract document

Approval Workflow

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

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Document Management

Ability to store and manage various information and documents in electronic format.

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.

Electronic Signature Features

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

Customizable Branding

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

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

Regulatory Compliance

Ensures the document signing is compliant with globally recognized eIDAS and ESign Act

Timestamp

Helps in encoding the time, location, date and etc, to identify an event.

Document Expiry

Facility to set an expiry date to digital/electronic documents

Multi-user Signing

Sends a document for multiple users to collect signatures

Sequential Signing

Ensures the document recipients sign in a specified order

Bank Level Security

Documents are protected with the relevant state of the art security levels like AES, SSL, SSAE, ISO and etc.

Multi-factor Authentication (MFA)

Uses more than one method to verify a user's identity for a login

Progress Tracking

Helps in tracking and measuring the progress and developments of a task assigned

Reminders

Sends important reminders through email to attendees
Propovo Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Screenshots of Vendor Pricing Page

Pricing screenshot

Learn more about  Propovo Pricing

Propovo Alternatives

View All Propovo Alternatives

Propovo Reviews

Do You Use Propovo?

Be The First One To Review!

Write a Review

Propovo Screenshots

Propovo FAQs

How much does Propovo cost?

Premium costs $29 per seat per month or $288 per seat per year. Both billing options include all Premium features and 2,000 AI credits per seat each month. Clients and recipients can access shared documents for free.

Does Propovo offer a free trial?

Yes. New workspaces can try Premium for 14 days with 250 AI credits and no payment card. There is no lifetime free workspace plan.

What can teams create and share with Propovo?

Teams can create editable proposals, statements of work, contracts and quotes, share them in branded client rooms, collect electronic signatures and track engagement. Contacts, deals, proposals and rooms stay connected in the sales pipeline.

Does Propovo provide API access?

Yes. Propovo offers a customer-facing API and integrations for connected workflows.

What is Propovo used for?

Propovo is Proposal Software. Propovo offers the following functionalities:

  • PDF Export
  • Document Analytics
  • Document Audit Trail
  • CRM Integration
  • Document Library
  • e-Signature
  • Customizable Branding
  • Customer Pipeline
  • Alert Notifications
  • Contact Management
  • Access Control

Learn more about Propovo features.

What are the top alternatives for Propovo?

Does Propovo provide API?

Yes, Propovo provides API.

Propovo Contact

Vendor Details

Not available

Contact Details

Not available

https://propovo.com/

Social Media Handles

FTC Disclosure

SaaSworthy may receive compensation from some vendors featured on this page. This does not influence our editorial evaluation or ratings. [email protected]

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

Looking for the right SaaS

We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed