---
title: Proposal Expert Reviews
meta_title: 'Proposal Expert Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Proposal Expert works for a business like yours.
date_modified: '2026-09-22'
parent_category:
  name: Quote Management
  url: https://www.g2.com/categories/quote-management
---


# Proposal Expert Reviews
**Vendor:** Proposal Expert  
**Category:** [Proposal Software](https://www.g2.com/categories/proposal)
## About Proposal Expert
Proposal Expert is an all-in-one proposal platform that helps freelancers, agencies, and sales teams create, send, track, and close business proposals from one place. Users build professional, on-brand proposals in minutes using reusable templates and a flexible content editor, then add clear pricing and quotes with built-in CPQ and optional line items. Proposals are sent as interactive online documents that clients can read, comment on, approve, and sign without printing or emailing attachments. The platform combines everything teams need to win deals faster. Built-in legally compliant e-signatures close the deal on the spot. AI-powered writing assistance and proposal scoring help users craft stronger content. Real-time tracking and notifications show when a proposal is opened and viewed. Two-way CRM sync keeps deals up to date in HubSpot, Salesforce, Pipedrive, and Monday. Proposal Expert also includes approval workflows, client messaging, analytics, gamification for sales teams, and support for 16 languages, making it suitable for solo professionals and growing teams alike. The result is a faster, more professional proposal process that gets documents signed sooner and helps teams win more business.






- [View Proposal Expert pricing details and edition comparison](https://www.g2.com/products/proposal-expert/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+02%3A56%3A26+-0500&secure%5Bsession_id%5D=6b7077a1-1e83-4eab-91b4-1fb4845ba983&secure%5Btoken%5D=ac9f7c3569e9acc1b0f14f02ab48cf396167b925bab89cc587c95e881f34784f&format=llm_user)

## Proposal Expert Features
**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Document Creation**
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Analytics**
- Engagement Tracking
- Proposal Effectiveness Reporting
- Reporting and Dashboards

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

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