Getting started
Do I need technical skills?
No. Templates and AI help you ship pro proposals in minutes.
How long does setup take?
Sign-up takes 2 minutes. You can send your first proposal in the same session.
Credit card on the free plan?
Not required. Start free and upgrade anytime.
Who is OfferNeo for?
OfferNeo is built for businesses that send quotes to grow: digital and creative agencies, freelancers, sales teams, and service businesses such as clinics, consultants, and contractors.
How does OfferNeo help me win more deals?
You get an opening notification the moment a proposal opens, so you can follow up while interest is high. See who views and shares it, add voice notes and Google reviews, collect in-proposal payment, and use timed discounts to close without guessing.
Can I see who my client shared the proposal with?
Yes. OfferNeo shows who opened your proposal, how long they spent on each section, and when it is forwarded to someone else, so you know when decision-makers are involved and when to follow up.
Payment & collection
Can clients pay on the proposal?
Yes. Stripe, PayTR, and bank transfer for deposit or full pay.
Do you take commission?
Only subscription fees. We never touch client payments.
Can I cancel or change my plan anytime?
Yes. You can start on the free plan with no credit card and upgrade, downgrade, or cancel anytime. OfferNeo only charges the subscription fee and never takes a commission on client payments.
Languages & integrations
Which languages are supported?
Proposals can be shown in 10 languages for your clients.
Which tools integrate with OfferNeo?
HubSpot, Salesforce, Zoho CRM, Stripe, PayTR, Telegram, and WhatsApp; see Integrations.
Can I automate proposals from my CRM or Excel?
Yes. OfferNeo can generate proposals in bulk and automatically from HubSpot, Salesforce, and Zoho CRM, or from an Excel spreadsheet, and deliver them on a schedule by email or WhatsApp.
Can I send proposals on WhatsApp?
Yes. You can share a proposal with a single link and send it directly via WhatsApp, email, or any channel your client prefers.
Security & branding
Is my data safe?
Encrypted storage; no third-party access. Payments via PCI providers. Your data stays yours.
Can I use my own domain?
Yes, all plans including free. e.g. proposals.yourdomain.com; one-click setup.