Convert More Clients with Proposal Software
Fresh Proposals is an online proposal/engagement-letter/contract creation tool: a drag-and-drop editor with templates, interactive pricing tables, e-signatures, payment collection, tracking/analytics, and native two-way integrations to CRM, accounting and payment tools.
| Plan | Price | Included | Notable |
|---|---|---|---|
| Starter | $20/mo, billed annually | 10 Active Proposals | Electronic Signature, Drag-drop Editor, Standard Variables |
| Professional | $40/mo, billed annually | 30 Max Active Proposals | Everything from Starter, Custom Fields, Client Input Form |
| Business | $65/mo, billed annually | Unlimited Max Active Proposals* | Everything from Professional, Tiered Pricing Packages, Sales Pipeline + Adv. dashboard |
Checked 2026-08-07 against their pricing page. Vendors change pricing without notice.
Fresh Proposals is a proposal-lifecycle tool: build a proposal from a template or from scratch with a component-based editor (sections, pages, pricing tables, signature blocks, video), send a link the client can open with no login required, track engagement, collect an e-signature, and take payment - with native syncs back into HubSpot, QuickBooks/Xero and other tools so a signed proposal becomes a CRM-closed deal and an invoice without manual re-entry.
Small agencies, consultancies, and service businesses (the site names digital agencies, security-services agencies, accounting/financial firms) that send recurring proposals or engagement letters and want templated creation plus e-signature and payment collection in one tool.
The Starter plan caps out at 10 active proposals per month, and custom branding plus premium integrations are Add-ons on the mid-tier Professional plan rather than included - so a small team sending many proposals or wanting a branded client experience will need to move up to Business ($65/mo) or pay add-on fees. The vendor states plainly there are no refunds ('we do not offer refund'), which matters for anyone evaluating on a trial-then-cancel basis. This is a proposal/document tool, not a CRM or sales-pipeline system of record - it syncs to those tools rather than replacing them.
Three published plans, billed annually: Starter $20/mo (10 active proposals), Professional $40/mo (30 active proposals, custom branding and premium integrations as add-ons), and Business $65/mo (unlimited active proposals, custom branding included).
Yes, 14 days on Starter-plan features, no credit card mentioned as required to start; if the trial ends without upgrading, the account auto-expires and existing proposals remain intact for reactivation.
Any proposal in sent, draft, or client-viewed status counts toward the limit; proposals marked accepted, won, or lost do not count.
Yes - the vendor states clients receive a link and don't need a login; they just need an internet-connected browser on desktop, mobile or tablet.
Named native, two-way integrations include HubSpot CRM, QuickBooks, Xero, LawPay, CPACharge, Google Drive, and Trello, plus 6,000+ apps via Zapier for broader connectivity.
No - the vendor's own FAQ states plainly, 'we do not offer refund,' though you can change your plan or stop using the service at any time.
This is unretrieved, not evidence that no API exists.
Billed annually via credit card, processed through Paddle as the payment gateway (Visa, MasterCard, American Express accepted), with no separate contract beyond the vendor's terms of service.
Other products that solve a similar job or fit the same part of the GTM stack.
This page tells you whether Fresh Proposals fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.
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