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Propi

AI-generated client proposals with tracking and e-signature

Freemium· Free: $0 · Pro: $0 · Studio: $0Writing
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In short

Propi is an AI-powered proposal platform designed for freelancers and small agencies to draft, track, and sign client proposals. It converts briefs into branded documents with read-tracking analytics and built-in e-signatures, serving as a standalone alternative to heavier enterprise tools.

Best for

Solo freelancers, design or dev studios, and small service agencies who send several proposals a month and want AI drafting plus read-tracking without paying for enterprise proposal software.

Skip if

Enterprise sales teams needing Salesforce or HubSpot integration, CPQ pricing logic, redlining, or a documented data-handling and model-provenance story; also not for teams that need offline PDF workflows only.

Propi is an AI-powered proposal platform aimed at freelancers, design studios, and service agencies that spend too much time crafting, formatting, and chasing client proposals. Users type in a short brief describing the scope, deliverables, and price, and Propi drafts a full proposal with sections, pricing tables, and closing language ready to send. Instead of emailing a static PDF, the platform generates a shareable, trackable link that clients open in the browser and sign in place with a built-in e-signature.

The workflow is deliberately narrow. You draft in the AI editor, brand the output with your logo, colors, and letterhead, tweak reusable sections you have saved, then hit send. When the client opens the link, Propi pings you with a notification and starts recording engagement: how long they spent on each section, whether they scrolled to pricing, whether they came back a second time. That activity feed is the product's real hook — it converts proposals from a fire-and-forget document into a signal source that tells sales when to follow up. The Studio tier adds team seats and shared credits so a small agency can pool proposal capacity across designers, account managers, and founders.

Common workflows include quoting new design or dev retainers, sending scope-of-work documents to inbound leads, standardising proposal language across a growing team, and using the read-time analytics to prioritise which prospects to call. PDF export is available for clients who insist on a file, but the tracked link is the intended primary format. The product does not disclose which underlying LLM powers generation, and there is no public API for embedding it into a broader CRM stack — Propi is a standalone SaaS meant to replace hand-formatted Google Docs and paid seats on heavier tools like PandaDoc or Proposify.

Editor's take

Propi is a focused, sensible take on AI proposal software — the read-tracking and in-browser signature are the parts that actually earn the subscription, and the AI drafting is a nice accelerant on top. I would like to see the vendor name its model, publish a straight pricing page, and add at least a Zapier hook before I would recommend it above the established players for anyone past solo-freelancer scale.

— The AI Tool Bible editorial team

Pros

  • AI drafts a full proposal from a short brief, removing the blank-page problem for freelancers
  • Trackable share links show open, read time per section, and repeat visits
  • Built-in e-signature closes the loop without DocuSign or HelloSign
  • Custom branding (logo, colors, letterhead) on the generous free and paid tiers
  • Reusable saved sections speed up quoting for repeat service packages
  • Team seats and shared credit pool on Studio suit small agencies
  • Free tier with no credit card lets you test the AI on a real proposal

Cons

  • ⚠️ Underlying LLM is not disclosed, so quality guarantees and data-handling posture are opaque
  • ⚠️ No public API or CRM integrations mentioned, so it stays a manual SaaS silo
  • ⚠️ Pricing page shows inconsistent $0 placeholders alongside stated Pro $19 / Studio $99, making commercial terms unclear
  • ⚠️ Narrow scope — only proposals, not contracts, invoices, or full CPQ workflows
  • ⚠️ Marketing claim of a 73% higher close rate is unsourced and should be treated as vendor copy
  • ⚠️ Small vendor with limited public track record compared to PandaDoc, Proposify, or Better Proposals

Use cases

Freelance client proposalsAgency scope-of-work documentsDesign studio quotingRetainer renewal proposalsSales follow-up timing from read-trackingIn-browser e-signature collectionBranded proposal templatesSmall-team shared proposal capacity

Frequently asked

Who is Propi best suited for?
Propi is best for solo freelancers, design or dev studios, and small service agencies that send several proposals monthly. It is not intended for enterprise sales teams needing CRM integrations or complex CPQ workflows.
Does Propi integrate with CRMs like Salesforce or HubSpot?
No, Propi is a standalone SaaS with no public API for embedding into broader CRM stacks. It is designed to replace hand-formatted documents rather than integrate with existing sales platforms.
What features are included in the free tier?
The free tier allows users to test the AI on a real proposal without a credit card. It includes AI drafting, custom branding, and the ability to send trackable links with built-in e-signatures.
How does Propi track client engagement?
Propi generates shareable links that record activity when clients open the proposal. It tracks how long they spend on each section, whether they scroll to pricing, and if they return for a second visit.

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