Propelio

Propelio is proposal software for independent studios and agencies. It is built around the gap between a client conversation and sending a proposal, with tools for creating, sharing, signing, and tracking proposals.

Its feature set includes 30+ industry templates, 17 section types, drag-and-drop content blocks, and rich editing inside every block. Proposals can include flexible pricing tables with packages or line items, add-ons, and discounts, and clients can confirm a pricing choice before signing. The software also supports client e-signatures from any device without an account, a full audit trail that records who signed and when, and a sealed record of exactly what was agreed to. For follow-up and visibility, it provides proposal analytics with view tracking, pipeline value, outcomes, and notifications for events such as viewed, signed, declined, and expired. Team collaboration is handled through four roles, access rules, edit locks, access controls, PDF export, and client management.

Propelio is presented as a web-based service with a free trial. The page states a 14-day free trial, no credit card required, and that setup takes under 10 minutes. It also says proposals are sent through a client link, with optional password protection and expiry dates, and that the client experience includes in-page signing and a PDF copy for records. The templates are described as responsive, type-tuned, and balanced, and users can reuse saved templates and saved sections to keep proposals on brand.