About Better Proposals
Better Proposals is a proposal software from Better Proposals that helps users create professional business proposals in minutes. It provides features such as templates for building proposals, client onboarding tools for taking payments and collecting information, and interactive proposal delivery that looks great on any device so users can impress clients and close deals. With functionalities for following up with clients and managing team roles and progress, Better Proposals supports an efficient proposal process. The software also allows for the tracking of proposal access to ensure security and organization. Key capabilities: Client onboarding Proposal delivery Team management Follow-up tools Template customization Best for: businesses and professionals that need to create and manage proposals effectively.
Better Proposals is a comprehensive, cloud-based proposal software that transforms how businesses handle their proposals. By replacing outdated practices such as Word docs and PDFs, it offers an easy-to-use platform where proposals can be created, sent, signed, and tracked—all in one place. The software’s user interface is intuitive and streamlined, allowing businesses to send professional proposals with minimal effort. It integrates with several major CRM platforms and payment systems, ensuring smooth workflows and automated follow-ups. With key features like digital signatures, customizable templates, and document tracking, Better Proposals significantly improves the efficiency of sales teams. The platform provides value through its affordability and scalability, making it suitable for businesses of all sizes. The pricing model is competitive, with three tiers offering features such as automatic expiry dates, custom domains, and CRM integrations. Better Proposals excels in customer support, offering 24/7 assistance via live chat and email. The team is responsive and highly trained, guaranteeing that users get the help they need quickly. The platform is compatible with all major operating systems, making it accessible on both desktop and mobile devices.
Pros & Cons
- Easy to use interface, suitable for businesses of all sizes.
- Quick and efficient customer support, with prompt responses.
- Range of templates available for customisation.
- Cost-effective pricing with multiple plans to suit different needs.
- Bulk send feature saves time by sending documents to multiple recipients simultaneously.
- Integrated with various platforms like Google Drive, Zapier, and Dropbox.
- Secure document tracking with audit trails.
- Occasional issues with lost changes when offline (based on some user feedback).
- Some confusion during the setup process.
- Limited customisation for some features on the basic plans.
- Higher plans may feel intimidating to users who don’t need large volumes of document sends.
- Initial learning curve for new users.
- Basic plan’s document limits can be restrictive for high-volume users.
Features
Key features
Create proposals effortlessly with pre-designed templates that adjust content automatically and offer real-time collaboration, ensuring perfect results every time.
Clients can interact with proposals by adding options, asking questions via live chat, and viewing proposals across different devices.
Secure digital signatures can be collected within the proposal platform itself, eliminating the need for third-party signing tools like Adobe Sign or DocuSign.
Once a proposal is signed, a branded, step-by-step onboarding process begins, replacing disjointed email communication with a seamless transition.
Track proposal interactions in real-time. Receive notifications when your client opens a proposal and see which sections they’ve read.
Control and manage permissions for team members, ensuring consistency in brand messaging and smooth collaboration without confusion.
Better Proposals integrates with CRMs like Salesforce and HubSpot, enabling you to send proposals directly from your CRM and keep track of customer interactions.
Additional features
Collect signatures directly within the platform.
Customizable pricing tables for a professional proposal experience.
Easily integrate PayPal and Stripe for seamless payment collection.
Store frequently used content for easy access and faster proposal creation.
Get detailed tracking and analytics of proposal engagement, including when they were opened, viewed, and for how long.
Use a custom domain for sending proposals, enhancing brand consistency.
Directly integrate with popular CRM tools to enhance proposal management.
Team members can collaborate on proposals in real-time without leaving the platform.
Set expiry dates for proposals to create a sense of urgency.
Customize and automate the onboarding process once a proposal is signed.
Pricing
Monthly plans
Countries & Languages
Available in
Interface languages
Billing currencies
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About Better Proposals
Better Proposals is a proposal software from Better Proposals that helps users create professional business proposals in minutes. It provides features such as templates for building proposals, client onboarding tools for taking payments and collecting information, and interactive proposal delivery that looks great on any device so users can impress clients and close deals. With functionalities for following up with clients and managing team roles and progress, Better Proposals supports an efficient proposal process. The software also allows for the tracking of proposal access to ensure security and organization. Key capabilities: Client onboarding Proposal delivery Team management Follow-up tools Template customization Best for: businesses and professionals that need to create and manage proposals effectively.
Better Proposals Details
Better Proposals's In-App Market Place
Does Better Proposals have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
na
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), GBP (£), EUR (€), AUD (A$), CAD (C$), NZD (NZ$), JPY (¥)
Pros & Cons
- Easy to use interface, suitable for businesses of all sizes.
- Quick and efficient customer support, with prompt responses.
- Range of templates available for customisation.
- Cost-effective pricing with multiple plans to suit different needs.
- Bulk send feature saves time by sending documents to multiple recipients simultaneously.
- Integrated with various platforms like Google Drive, Zapier, and Dropbox.
- Secure document tracking with audit trails.
- Occasional issues with lost changes when offline (based on some user feedback).
- Some confusion during the setup process.
- Limited customisation for some features on the basic plans.
- Higher plans may feel intimidating to users who don’t need large volumes of document sends.
- Initial learning curve for new users.
- Basic plan’s document limits can be restrictive for high-volume users.
Better Proposals's Support Options
Email Address
support@betterproposals.ioDocumentation
https://betterproposals.io/resources/api/Chatbot
AvailableBetter Proposals's Alternatives
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Perfect Event Proposals
well-suited Event Proposals is a proposal management software from well-suited Event Proposals - Curate Solutions…
Proposalways
Proposalways is a proposal software from Proposify that provides tools for efficient proposal management. It…