Proposal.biz Reviews & Product Details

I like that Proposal.biz brings proposal sharing, tracking, and e-signature into one workflow. I can share a proposal through a dedicated URL, see prospect engagement, and collect a signature without moving between multiple tools. This makes the overall proposal process more streamlined and makes follow-ups easier to manage. Review collected by and hosted on G2.com.

There are a few areas where I would like more customization in the proposal-sharing and tracking experience, especially for more advanced workflows. The e-signature process could also offer some additional flexibility. These are small areas for improvement, and they don't take away from the convenience of having sharing, tracking, and signing together in one workflow. Review collected by and hosted on G2.com.

The thing that's stood out for me is having the whole document process sitting in one place instead of scattered across email, drive folders, and separate tools. Putting together a proposal, sending it for review, and keeping track of what's been shared all happens in the same spot, so I'm not constantly hunting for the latest version or jumping between apps. It's made the day-to-day noticeably less messy. Review collected by and hosted on G2.com.

A few of the workflows still feel like they could be smoother, and I'd like to see more integrations with the other tools we use so things connect a bit more automatically. It's not a dealbreaker, and to be fair the product has been getting better over time, but there's still room to tighten a few rough edges. Review collected by and hosted on G2.com.

I like being able to create a template once and reuse it repeatedly in Proposal.biz. It saves us time, provides a consistent structure, reduces repetitive setup work, and avoids rebuilding the same format for every opportunity. I also find it easy to set up, and using it alongside Claude through MCP makes it easier to work with proposal content. Review collected by and hosted on G2.com.

I would find more flexibility for advanced template customization useful, especially when I work with complex document structures. Additional customization options could make it easier for me to adapt templates to different requirements while keeping the benefits of reusable templates. Review collected by and hosted on G2.com.

I like that Proposal.biz lets me set up branding in one place instead of adjusting the same details every time I create a proposal. It helps keep documents looking consistent and saves me some time when preparing them for clients. Review collected by and hosted on G2.com.

I would like to see more options for customizing branding to match different client needs or specific design preferences. Review collected by and hosted on G2.com.

I like how Proposal.biz intelligently extracts context from the URLs and documents I paste, and the context is extracted up to the mark. Its Content Master feature comes in handy when I build proposals because a few sections stay constant in almost every proposal. The integrated e-signature feature also kills the hassle of handoffs. Review collected by and hosted on G2.com.

The only problem I faced was during onboarding, because the learning curve was sometimes too steep. The initial setup was okay and had its ups and downs. After getting more hands-on experience and understanding which features were relevant to me, I didn’t face any issues anymore. Review collected by and hosted on G2.com.

We create proposals, project scopes, campaign plans and reports. The biggest advantage of

Proposal.biz is its Content Library combined with AI document creation. Instead of

rewriting company information, service descriptions or case studies every time, the AI uses

our existing content to generate a much more relevant first draft. This keeps our documents

consistent, reduces manual work and allows our team to focus more on client strategy

rather than repetitive editing.

Further, as a PR firm, we use Proposal.biz for final sign-off on all press release drafts with all clients. It takes just minutes and ensures there are no misunderstandings. Review collected by and hosted on G2.com.

Nothing, really. The platform is evolving, so some of the items on the roadmap (e.g., downloads to Word) will be great adds. That said, whenever I've asked for something, the team has responded with an added feature in just a couple of days. Review collected by and hosted on G2.com.

What I like most about Proposal.biz is how much easier it has made creating proposals. Before using it, I would spend quite a bit of time copying content from older documents and making sure everything looked consistent. Now I can start with AI-generated content and tweak it instead of writing everything from scratch. It gives me a solid first draft, which saves a lot of time.

I also really like that it keeps our branding and company information in one place, so every proposal feels consistent without much extra effort. The document tracking is another feature I've found useful because I can see when a client has opened a proposal instead of wondering if they've even looked at it. Having e-signatures built in is also convenient since it keeps the whole process in one place. Overall, it's helped me spend less time on formatting and admin work and more time focusing on clients. Review collected by and hosted on G2.com.

One thing I'd like to see improved is the number of templates and design customisation options. The current templates are clean and professional, but having more layouts and styling flexibility would make it easier to match different client preferences. Since the platform is still evolving, I'm looking forward to seeing more templates and features added over time. Review collected by and hosted on G2.com.

I like Proposal.biz’s built-in e-signature feature. It is pretty nice and keeps the signing step connected to the proposal workflow, removing an extra step. I like the AI module because it responds truthfully and proposes great proposals with features like e-signature and many more. I found the setup very simple and easy. Review collected by and hosted on G2.com.

I’d like more flexibility for advanced signing workflows to make the e-signature feature even stronger. Other than that, it is perfect. Review collected by and hosted on G2.com.