
Propi
AI proposal generator with tracked links and built-in e-signatures
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About Propi
Propi turns the painful, time-consuming process of writing client proposals into something that takes minutes instead of days. The platform uses AI to generate polished, professional proposals from nothing more than a pasted client brief or project notes, then lets you share that proposal as a tracked link rather than a static PDF attachment buried somewhere in an endless email thread. From one unified interface, you can watch exactly when clients open your proposal, see precisely how long they spend reviewing each section including the all-important pricing details, and collect legally binding electronic signatures without bouncing between half a dozen different tools or waiting days for paperwork to make its way back to you.
The workflow couldn't be simpler for busy freelancers and agency owners who don't have time to reinvent the wheel with every new opportunity. You paste in a client email, project brief, or discovery call notes, and Propi's AI extracts the key details automatically: budget range, timeline expectations, scope boundaries, and specific deliverables mentioned in the conversation. The system drafts a complete proposal structured with standard sections that you can edit freely before sharing with the prospect. Every field remains fully editable, so you're never locked into whatever the AI initially generated if certain sections need a personal touch or industry-specific terminology.
Instead of exporting a PDF and hoping it renders correctly on whatever device your client happens to open it on, you generate a single trackable URL. Clients click that link, review everything directly in their browser without downloading anything or creating accounts, and sign electronically when they're ready to move forward and officially engage your services. No software for them to install, no accounts for them to create, no friction that might give them an excuse to delay making a decision while your proposal sits unread in their downloads folder next to dozens of other PDFs they've been meaning to get around to.
The tracking features provide visibility that traditional PDF attachments simply cannot offer regardless of how you format them. You'll see when a client first opens your proposal, how many times they've returned for additional review, and critically, how long they spent on the pricing section specifically. This intelligence fundamentally changes how you approach follow-up conversations. Instead of sending generic reminder emails that might annoy prospects who are actively considering your offer, you know with certainty which opportunities are warm and which have genuinely gone cold. The timeline view shows everything at a glance including the exact moment electronic signatures land, so you never have to wonder where a deal actually stands in your pipeline.
Freelancers who close deals every week will appreciate how quickly Propi pays for itself in saved time that can be redirected toward billable work. Agencies and larger studios get team functionality through the Studio plan, which pools proposal credits across multiple seats so entire creative or development teams can generate, customize, and track proposals from a shared workspace without stepping on each other's toes. The branding options let you customize every proposal with your logo, brand colors, and company information, maintaining professionalism without the tedium of manually formatting documents in Google Docs or copying from template files that slowly drift out of date.
PDF export functionality remains available for clients who specifically request downloadable attachments or need static files for their internal approval processes. Formatting preserves properly so nothing looks off when clients print proposals or share them with decision-makers who weren't included on the original email thread. This flexibility means you don't have to choose between modern trackable links and traditional document workflows; you can offer whichever format each client prefers without additional effort on your part.
Pricing starts with a free tier that includes one proposal credit for testing the entire workflow end to end before committing any money. The Pro plan runs nineteen dollars monthly for fifty proposal credits, aimed at independent freelancers who send proposals regularly but not at enterprise volume. Studios generating proposals at scale can step up to the ninety-nine dollar monthly plan, which provides three hundred shared credits distributed across five team member seats. Credits reset monthly without rollover, so the pricing structure encourages steady usage patterns rather than hoarding unused credits across slow periods.
What makes Propi genuinely worth considering over manual proposal writing or more complex enterprise sales tools is the combination of speed, transparency, and consolidation into a single focused platform. The AI generation saves hours on first drafts. The tracking eliminates guesswork about whether prospects are actually engaged. The integrated electronic signatures close the administrative loop without requiring separate subscriptions to tools like DocuSign or HelloSign. For anyone who sends client proposals as part of their regular business rhythm, Propi replaces a fragmented multi-tool, multi-step process with something that fits cleanly into a single browser tab.
Key Features
- AI proposal generation from briefs or emails
- Shareable tracked proposal links
- Built-in client e-signatures
- Open and read tracking with timeline
- Reusable proposal sections
- One-click PDF export with branding
Pros & Cons
What we like
- Generates proposals in minutes from pasted briefs
- Tracks when clients open and read proposals
- E-signatures built in, no separate tool needed
- Free tier available to test the workflow
Room for improvement
- Credits reset monthly, unused credits don't roll over
- No integrations with CRM or project management tools
- Limited customization beyond branding basics
- Built for simpler proposals, not enterprise RFPs
Frequently Asked Questions
What is Propi?
How does proposal generation work?
Is Propi free?
Who is Propi for?
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