6 Best Free AI Proposal Generators in 2026 [Comparison List]
Discover how you can compare free AI proposal generators, assess their features, and choose the right tool for your sales process.
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Creating a proposal usually means pulling together information that’s fragmented across the business: a discovery call, CRM notes, a client email thread, a pricing sheet, and a proposal that worked well last quarter.
To save time, you can use one of many AI tools that can turn a short brief, meeting notes, or existing company content into a structured first draft. Some can even do it, or parts of it, for free.
Read on to learn more about the best free AI proposal generators and find the option that best matches your sales process.
How We Picked the Best Free AI Proposal Generators
We evaluated more than 20 free and free-trial AI proposal generation tools using the criteria below:
- Quality of the first draft (30%): We evaluated whether each can create a usable, client-specific proposal from a brief, deal context, or existing company content.
- Context and content reuse (25%): We looked at how well each tool works with client data, conversations, meeting notes, documents, templates, and past proposals.
- Free plan or trial value (20%): We compared the value and limitations of each free plan or trial, including the number of documents or credits users receive.
- Ease of getting started (15%): We assessed how quickly a team can set up each tool and create its first proposal.
- Workflow and integrations (10%): We evaluated connections to CRMs, email, document storage, communication tools, and other business systems, as well as support for collaboration, follow-up, and proposal tracking.
6 Best Free AI Proposal Generators Your Team Should Know About
| AI proposal generator | Best for | Not ideal for |
|---|---|---|
| Hops | Teams that want an AI teammate to draft proposals, RFP answers, and follow-ups from their CRM, inbox, call notes, case studies, and previously won proposals | Teams that only need a drag-and-drop or a standalone proposal editor |
| Veew | Sales teams that want proposals generated directly from a CRM deal and meeting notes | Teams that need complex enterprise RFP management |
| Better Proposals | Freelancers, agencies, and small teams that need interactive proposals with e-signature and payment collection | Enterprise teams that need deep RFP-response management, large-scale content governance, or AI drafting grounded in CRM and call-transcript context |
| Taskade Genesis | Freelancers, agencies, and small teams that want proposal drafting, client tracking, and follow-up in one place | Enterprise sales teams that need deep CRM-native proposal generation, formal RFP libraries, or advanced document governance across multiple business units |
| Cobl | Teams that need tailored, context-aware proposals | Teams that need built-in e-signature, payment collection, or a full document-lifecycle workflow with approvals and contract management |
| Lindy | Teams that want AI proposal drafting connected to meetings, follow-ups, CRM updates, and broader sales automation | Teams that need a dedicated, template-driven proposal editor with built-in interactive pricing, e-signature, and document analytics |
Full disclosure: This guide is published by Hops, which is also ranked first in the list. Our rankings reflect our own assessment and may not align with every business’s priorities. We are transparent about the strengths and limitations of each tool, including our own, and recommend trying out several options before committing to one.
1. Hops
Score: 9.4/10
Hops is a collaborative AI workspace where your team can work alongside an AI teammate on proposals and the broader sales process, as well as across HR, legal, marketing, and other departments.
It operates within shared team spaces and pulls information from existing conversations, documents, tables, and connected apps to understand the context behind each deal.
Hops can draft a proposal using discovery notes, customer requirements, pricing guidelines, and won proposals. This enables teams to work together on the draft in a shared document, with all changes visible in the version history.
The platform can connect with more than 2,000 business apps, including CRM, communication, document, and project management tools.
Key Features
- Proposal drafting from deal context: Hops can use prospect threads, CRM history, meeting notes, case studies, and previously won work to draft proposal content, including scope, timelines, and pricing assumptions for team review.
- RFP and questionnaire support: The AI agent can retrieve relevant information from approved content and past proposals, then draft responses to RFPs and client questionnaires.
- Customer-specific sales materials: Hops can tailor sales decks using existing presentation materials and account information, while your team controls the messaging and final approval.
- Deal research and summaries: The agent can collect and summarize information from connected tools, helping you review deal history, prospect research, and relevant materials before deciding what belongs in the proposal.
- Pricing and deal-desk checks: Hops can compare prospect requirements with existing pricing rules and previous proposals, so you can identify suitable pricing options and potential exceptions.
- Post-proposal follow-up: The AI can draft follow-up messages from meeting notes, email threads, and CRM data, and automate reminders so opportunities keep moving after the proposal is sent.
Pricing
Hops offers a Free plan with access to most collaboration features and 5,000 AI teammate credits, with no SaaS fees.
Small hops. Big leap.
Every drafted follow-up, every synced table, every brief that writes itself is one small hop. Together they change how the team moves.
Try Hops2. Veew
Score: 9.2/10
Veew is an AI proposal generator that creates personalized, on-brand proposals, sales decks, and one-pagers from CRM records, meeting notes, pricing, and approved sales content.
It uses the context already attached to a deal to produce a draft that sales teams can review, edit, and share as a trackable link or PDF.
Key Features
- Deal-aware proposal generation: Veew uses CRM data, contacts, deal value, discovery notes, and buyer conversations to draft proposals.
- Proof library: The AI can cite case studies, testimonials, and statistics from the company’s approved content library.
- Trackable deal spaces: Every published proposal, deck, or one-pager can be collected in a single branded link for the buyer, with document-level tracking.
- Automatic branding and design: Veew styles each proposal with the logo, colors, and fonts from your company’s brand kit, using your templates as the starting structure.
Pricing
Veew has a free plan that includes one seat with a limited number of documents you can draft, and a 14-day free trial for premium plans.
3. Better Proposals
Score: 8.9/10
Better Proposals is a proposal software platform that helps you create branded, interactive proposals, quotes, contracts, and other client documents.
Its Proposal AI generates a first draft from an existing template, applies the account’s branding, and retrieves relevant clients, templates, and past documents.
Key Features
- AI-assisted proposal creation: You can connect an external AI tool, such as Claude or Cursor, through Better Proposals’ CLI and MCP integration. The platform will then create a draft proposal that you can review and personalize before sending
- Interactive pricing tables: Proposals can include packages, subscriptions, add-ons, discounts, and one-time or recurring fees, with totals calculated automatically.
- E-signature and payment collection: Proposals can include legally binding digital signatures and accept payments through Stripe, PayPal, or GoCardless.
- Real-time tracking and collaboration: You receive notifications when a proposal is opened, forwarded, signed, or paid. You can also see which sections prospects read and for how long, and collaborate with colleagues in real time.
Pricing
Better Proposals offers a 14-day free trial.
4. Taskade Genesis
Score: 8.8/10
Taskade Genesis is an AI app builder that turns a plain-language description into a working app. For proposals, you can build an app that drafts each proposal and tracks it until the client responds.
Key Features
- Brief-to-proposal drafting: Describe the proposal, and Taskade Genesis creates a structured draft covering scope, timeline, deliverables, and pricing.
- Relational deal linking: Each proposal can be linked to its contact, company, deal, meeting notes, service catalog, and invoice, so context stays connected across the workspace.
- Automated follow-ups: You can set automations to remind you or follow up with the client when a proposal hasn’t received a response.
- Proposal pipeline tracking: A table view lets you monitor open proposals by status, value, expected close date, and follow-up date.
Pricing
Taskade offers a free plan that includes up to three Genesis apps, one AI agent, and 10 automation runs per month. The free plan doesn’t include monthly AI credits, so you need to earn them through referrals or buy a credit pack.
5. Cobl
Score: 8.7/10
Cobl is an AI proposal generator that connects to CRM records, emails, notes, files, and company content. It can draft the full proposal using your organization’s internal documents.
Key Features.
- Deal-aware drafting: Cobl draws information from CRM records, emails, notes, and files to tailor proposals to each deal.
- Consistent branding: The software can learn your company’s visual identity, tone of voice, and document structure and apply it to a proposal.
- Export options: You can download proposals as PDF, Word, or PowerPoint files.
- Conversational section editing: You can ask Cobl to adjust individual sections instead of rewriting the full document.
Pricing
Cobl offers a free trial for the Pro plan.
6. Lindy
Score: 8.5/10
Lindy is an AI agent platform that can turn call notes, transcripts, client information, and connected business data into a structured proposal draft. Once the proposal is sent, it can also draft follow-up emails and update the CRM.
Key Features
- Workspace memory: Lindy remembers clients, preferences, and team workflows, so it can apply consistent context across proposals and follow-up tasks.
- Sales automation: It can handle meeting notes, follow-up emails, scheduling, inbox management, CRM updates, research, and post-call workflows.
- AI proposal drafting: Lindy can create proposals from connected data with an executive summary, scope, timeline, and pricing breakdown.
- Reusable workflows: You can create a custom process and reuse it across proposals, client communications, research, reporting, and other routine work.
Pricing
Lindy offers a free trial with $50 in credits that lasts for seven days.
How to Choose the Best Free AI Proposal Generator for Your Team
The best free AI proposal generator depends on how your team creates proposals, where it stores sales information, and how much editing is needed before a document is ready to send. Some tools, such as Better Proposals, focus on document design and formatting, while others, such as Veew and Cobl, draft proposals from CRM and deal context. Lindy and Taskade Genesis also automate other tasks, such as follow-ups.
If you want the proposal and the work around it, such as RFP answers and follow-ups, in one place your whole team uses, consider Hops. Your sales team shares one AI teammate that drafts from your CRM, inbox, call notes, past proposals, and relevant case studies, and everyone edits and approves each draft together before it goes out.
Try Hops today and draft your next proposal from the deal context your team already has.
Small hops. Big leap.
Every drafted follow-up, every synced table, every brief that writes itself is one small hop. Together they change how the team moves.
Try HopsFAQ
1. Can AI write a proposal from my CRM and meeting notes?
Yes, some AI proposal generators can. Context-aware tools such as Hops can use CRM records, client emails, discovery notes, call transcripts, and approved case studies to create a proposal tailored to a specific opportunity. Nonetheless, sales teams should still review pricing, claims, scope, and legal or compliance details before sending anything to a client.
2. What is the difference between an AI proposal generator and proposal software?
An AI proposal generator focuses primarily on creating proposal content, often from a prompt, brief, or existing deal context. Proposal software usually has a broader scope, enabling steps like creating, branding, sending, tracking, approving, and e-signing proposals.
3. What do free AI proposal generators usually include?
It depends on the tool, but free plans usually include core AI drafting with a cap on documents, credits, or seats. Full integrations, branding, and team features are often limited to paid plans. Some platforms, such as Hops, offer a free plan with a set number of credits, while others provide a time-limited free trial before requiring a paid plan.
4. Is it safe to share client data with a free AI proposal generator?
It depends on the tool's data privacy policies and security measures. Before uploading client data, check whether the provider uses your inputs to train its AI models, how long it retains your data, and who can access it. Avoid sharing confidential or personally identifiable information unless the tool's security and data-handling practices meet your organization's requirements. With Hops, access to client data is limited to the permissions granted to each user. Hops is SOC 2 Type II, ISO 27001, and ISO 42001 certified, and any code it runs stays sandboxed, separate from your data.
5. Do free AI proposal generators work for RFPs and security questionnaires?
Some do. Hops, for example, can draft RFP responses and answer security questionnaires from your past reviews and docs, sending only the gaps to your security team. Other general proposal generators are better suited to sales proposals and shorter client documents. If your team handles formal tenders, compliance-heavy questionnaires, or security reviews at scale, check whether the free plan includes what you need, such as a content library, expert-review workflows, and audit controls. These are often limited to paid or enterprise plans.
Author
Hops Team