Audience
Freelancers
About Propelio
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.
Other Popular Alternatives & Related Software
PitchRoom
PitchRoom helps freelancers and small agencies turn client quotes into shareable proposal rooms. Sellers can enter a client’s name, scope, and three priced options, or paste existing proposal text, then send one link that clients can open in a browser to compare options and select one. Email alerts notify sellers when a client opens the room or picks an option. In paid rooms, clients can sign off with their name and email, then view the seller’s deposit payment link or bank-transfer instructions; PitchRoom does not process client payments. Paid plans also support PDF and PPTX exports. PitchRoom focuses on proposal sharing and approval rather than full e-signature, CRM, or accounting tools.
Learn more about PitchRoom
Proposify
Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals.
Create impressive sales documents that stay consistent and error-free.
Receive the insights to scale your process, make timely engagements, and accurately forecast.
Deliver a seamless sign-off experience for your customers and prospects.
Features include a flexible and user-friendly design editor, electronic signatures, CRM integrations, data-driven insights, interactive pricing, content management, approvals, and so much more.
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DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more about DocSales
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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Pricing
Starting Price:
$18/month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Rebellious Digital
propelio.app/
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Online
Propelio Frequently Asked Questions
Q: What kinds of users and organization types does Propelio work with?
Propelio works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Propelio support in their product?
Propelio supports these languages: English.
Q: What kind of support options does Propelio offer?
Propelio offers support via online.
Q: What type of training does Propelio provide?
Propelio provides training in the form of live online.
Q: Does Propelio offer a free trial?
Yes, Propelio offers a free trial.
Q: How much does Propelio cost?
Pricing for Propelio starts at $18/month.
