Effie

Effie is ranked #28 of 133 in proposal software on The Geeks Club. It runs on Web. There is a free plan.

Effie plans and pricing

Free Free No credit card required tryeffie.com · 1 Oct 2026

Compared on proposal software

Free plan: Yes
AI proposal drafting: Yes
Pricing tables: Yes
Reusable content library: Yes
Client approvals: Yes
Electronic signatures: Yes

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Effie

Free plan: Yes
Built-in e-signatures: Yes
Product: Effie is an all-in-one platform for service businesses that combines projects, clients, billing and team delivery.
Client workflow: Effie supports client import, lead-capture forms and a prospecting pipeline.
Project management: Users can create projects, break them into tasks, assign work and monitor progress.
Time tracking: Effie provides one-click timers, manual entries, approval workflows, cost reporting and invoice-ready approved time.
Proposals: The proposal tool supports branded editing, AI drafting, fixed and percentage deals, online acceptance, reusable content and pipeline analytics.
Proposal limit: AI proposal drafting scrapes up to 4,000 characters of client website context.
Electronic signatures: Clients can accept and sign proposals from a public link without downloading a PDF.
AI assistant: Ask Effie AI answers questions about workspace data, suggests task rescheduling and drafts proposals, contracts and email sections.
Security: Ask Effie AI answers respect row-level security and only expose data the user can see.
Integrations: Effie can invoice clients and accept card payments through Stripe.
Gmail integration: Workflow emails can be sent from a connected Gmail account so replies return to the user’s inbox.
Workflow automation: Workflows chain triggers, conditions and actions with scheduled or manual triggers and run history.
Price from: Free

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Where it ranks on The Geeks Club

Best Proposal Software in 2026#28 of 133
Best AI Proposal Generators in 2026#7 of 26

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Sources

tryeffie.com/products/proposals· checked 20 Sept 2026
tryeffie.com· checked 1 Oct 2026
tryeffie.com/products/time-tracking· checked 1 Oct 2026
tryeffie.com/products/ai-assistant· checked 1 Oct 2026
tryeffie.com/products/workflows· checked 1 Oct 2026