Propelio is a proposal software platform designed for independent studios and agencies to streamline the process of creating, sending, and tracking client proposals. It addresses common pain points such as version control issues, lack of visibility into client engagement, and the challenges of making proposals visually appealing and easy to sign. The tool offers over 30 industry-specific templates and 17 types of content blocks, allowing users to quickly personalize proposals with their own branding, content, imagery, and pricing details. Each template is responsive by default, ensuring proposals are easily readable on any device without the need for manual design adjustments.
Key features include drag-and-drop editing, rich text formatting within each content block, and the ability to reorder sections as needed. Propelio supports flexible pricing tables, enabling users to present packages or line items with add-ons and discounts. Clients can interactively select their preferred options before signing, and proposals can be shared via a secure link with optional password protection and expiry dates. The platform provides in-page client e-signature functionality that works from any device without requiring the client to create an account. A full audit trail records who signed, when, and the exact content agreed to, and clients can download a PDF copy of the signed proposal for their records.
Propelio also offers real-time proposal analytics, alerting users the moment a client opens, views, signs, declines, or allows a proposal to expire. Team collaboration is facilitated through four user roles with strict access controls, edit locks to prevent overwriting, and the ability to create reusable templates and saved content sections for consistent branding. Additional features include client management, PDF export, and notifications for key proposal events.
The service is web-based and can be set up in under ten minutes. Propelio offers a 14-day free trial that does not require a credit card. It is positioned as a comprehensive proposal management tool for professionals who want to create polished, interactive, and trackable proposals efficiently.
Propelio sits in PulseGate's Business & Operations category. Creating, sending, and tracking professional proposals efficiently, including e-signatures and analytics. It is built as a B2B product for freelancers, agencies, independent studios. There is a free tier, and paid plans start at $19. The product ships for the web.
Propelio first shipped in 2024. Key capabilities include proposal templates, drag-and-drop editor, and E-signatures.
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