Better Proposals

4.8 (164)
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Web-based sales proposal software to win business faster.

Overall rating

4.8 /5
(164)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.8/5

97%
recommended this app
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164 Reviews

Lenny
Lenny
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Hands Down the ABSOLUTE BEST PROPOSAL SOFTWARE, period.

Reviewed on 2018/09/11

Excellent! The creators of this software really care about their customers, understand video...

Excellent! The creators of this software really care about their customers, understand video production which is a plus for us considering it's what we do, and the few hiccups we've had with their software we're quickly addressed. Buy it! You won't regret it.

Pros

I like how once a template is created, customization becomes incredibly easy to the point where the end client feels as if you've invested all this time in customization, when it only took a few minutes. It's not immediate, but that has more to do with me being a perfectionist than the software. I also like how I get INSTANTLY notified by email when someone is reading the proposal and to what extent. If they view one page for 20 seconds, I know I have more work to do with that lead. Excellent software.

Cons

That you, on the initial email have to send it through their system. I'd like to have the option of manually sending the traceable link so I can throw it into bitly and shorten it, but maybe there is a workaround I simply have not explored enough yet.

Mark
Mark
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This software will position you ahead of your competition and win you more business

Reviewed on 2018/03/22

Can't think of any, seriously. They've nailed the whole package and are improving constantly, based...

Can't think of any, seriously. They've nailed the whole package and are improving constantly, based on what their customers are requesting and need to win more business. A genuine company that cares about getting results for their customers.

Pros

Presenting proposals online like this, especially if you are in the technology space, puts you head and shoulders above the competition. If you're talking about latest technologies, best practices and innovation in your pitch, delivering your proposal in this online format demonstrates you walk the talk. Usability of the software itself is child's play. Features being added and improved constantly. And the best thing of all SUPPORT IS INCREDIBLE!! They are on it. Big time. They really do care about serving us and providing the best tool possible to help us win more deals and achieve success. They are welcoming, reply to any question very quickly (almost immediately in office hours) and they not only listen to what their customers are saying/feeding back on, they implement these requests, too. If you're in two minds, seriously, don't give it another thought. This will change how you do business for the better, help position you above the competition, and most importantly, help you win more business! Well done chaps. Loving your work. Keep on keeping on.

Verified Reviewer
Overall rating
  • Industry: Higher Education
  • Company size: 501–1,000 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Better, Better Proposals

Reviewed on 2018/11/27

At the end of the day, Better Proposals is still just a one-trick wonder, designed to create...

At the end of the day, Better Proposals is still just a one-trick wonder, designed to create business proposals that result in service contracts. The templates are highly visual, and may not appeal to all businesses and/or their respective clients. As the service grows, they have to develop more templates with a variety of approaches to their "look and feel." As of the time of this review, the only available templates are:

Business Coaching
Business Consulting
Event Planner Quote Template
Event Planning Final Sign-off
Gardening Quote Template
Landscaping Quote Template
Wedding Planner

The team is also working to develop various kinds of integrations, with connections to your CRM, chat service, payment processors, Facebook ads, PM services like Asana, Basecamp and Trello, and anything you can connect via Zapier. Hopefully they will grow into an excellent option, but for now, proceed with caution.

Pros

Nice dashboard, with a selection of templates to whet your creative juices.

Cons

Feels not quite there yet—though the team behind this SAAS firm seem to be working diligently to enhance the user experience.

Brett
Brett
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Easy, Intuitive, Effective

Reviewed on 2018/05/12

Saves time, looks professional, gives me information as to how clients read the proposals so I can...

Saves time, looks professional, gives me information as to how clients read the proposals so I can refine them and make them even more effective!

Pros

This tool has been not only a time saver for me, but an absolute game changer as to how I prepare and share proposals with existing and prospective clients. Not only has it made my life easier, but my clients and prospective clients are impressed with how professional the proposals look!

I also really enjoy the tracking features and getting notified when my proposals are opened and read through.

As someone who freelances, spending less time on administrative tasks and more time doing what I do best is always a plus for me!

Cons

As much as I've used this for making proposals for website development, I have delved into the application as much as I should, so it's hard for me to give any valid cons or constructive criticism since it does everything I need it to do without me having to explore every nook and cranny of the platform.

James S.
James S.
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game changing proposal tool...

Reviewed on 2018/06/14

Live tracking, immediate payments, ease of preparation.

Live tracking, immediate payments, ease of preparation.

Pros

I used to prep my proposals as PDFs and then mail them off to clients. Now I create everything in Better Proposals, which means I can reuse templates super easily, add pages without worrying about formatting, accept payment *as soon as a client clicks accept* right from within the document (game changing), host the proposal on my domain, and get real-time viewing stats so I know if they've actually read it and if so, which parts and for how long. Don't even think about it - just get this tool now. Period.

Cons

I've had issues with incompatibility on Chrome because of my other plugins and extensions that I'm running. The easy workaround I found was to just use the service with Firefox, where I have almost no extras in use within the browser.

William
William
Overall rating
  • Industry: Entertainment
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My favorite Proposal and Contract Software

Reviewed on 2018/12/14

Amazing experience with the software, and easy for my staff to use even if they aren’t tech savvy.

Amazing experience with the software, and easy for my staff to use even if they aren’t tech savvy.

Pros

The CEO called me in the beginning to help me get going the right way... Great personalized staff!!! And any features they didn’t have when I started using it, they’ve added since then.

Cons

It only allows the client to e-sign... sometimes we need two signatures or more. I’d like that feature to be added.

Chuck
Chuck
Overall rating
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Beautiful, clean proposals that I can organize and track.

Reviewed on 2018/05/29

Quicker deployment of proposals. Ability to organize and track everything. Just being able to...

Quicker deployment of proposals. Ability to organize and track everything. Just being able to create different proposal templates and pull them out as I need them has cut down tremendously on my time.

Pros

I'm no longer a slave to the formatting restrictions of a Word doc. I can make my proposals as attractive and image intensive as a website. I love being able to create and organize templates and images that I can quickly grab and customize. I love the way they look on a mobile device as well (fully responsive).

There is also a certain Cool factor about sending proposals electronically where the client can sign off without having to print and fax or scan. I also love being able to track what my prospects are looking at real time. It's also fun watching my revenue increase as my prospects become clients.

Customer support is actually very good despite difference in time zones.

I'm spoiled. I can never go back to creating Word Doc proposals.

Cons

Would love to be able to see thumbnails of my stored images so I can quickly re-use them. Also I'd love to be able to send a secure form so I can get client information to set up their accounts and collect credit card info electronically to use off-line. Just my personal wish-list not really a con.

Amy
Amy
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Super helpful software

Reviewed on 2021/03/23

Pros

I love that I can create great-looking proposals really quickly and then have the customer sign straight from within their proposal. It simplifies so much for me. I also love that you can see when the proposal has been opened so you know whether to follow up.

Cons

The template function could do with work, I can't figure out how to create a blank template without just copying an existing proposal.
I'd also love to be able to have a pricing table in more than one place in the proposal (same table just in two different places), but it's not a dealbreaker.

Gordon
Gordon
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

This is the software I credit for improving my business and growing sales

Reviewed on 2018/10/27

Pros

Before using Better Proposals, I would simply use Word or email for my proposals. Then I came across this software and it changed things dramatically for me. it did this in two ways.

1) Their proposal software made me look so much more professional the previously. My closing ration prior to this software was at around 50% (pretty good I thought). Through using Better Proposals it has now risen to 80%!! Why? I can only imagine that the client thinks "blimey, this is good... therefore they must be good".
2) However, indirectly it's done something else... it's made me up my game. Because of better tools at my disposal, I'm looking at better quality clients. Whether there's less competition in this field I don't know, but my prices have risen and in turn, I can produce better work because I have more time to spend on each client.

In short, its a tool I would highly recommend.

Cons

I've got nothing bad to say about this software. I'm really happy with it.

Imisa
Imisa
Overall rating
  • Industry: Staffing & Recruiting
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Polished presentation!

Reviewed on 2018/12/13

Great program. Saves me time (therefore money). Elevates the presentation to my clients.

Great program. Saves me time (therefore money). Elevates the presentation to my clients.

Pros

Wow- moving on up from a basic PDF proposal. This lets you customize​, add images, graphics, etc. There are multi-page​ proposals and they keep improving so it is easier to develop professional proposals quickly. I am able to include all the legal "stuff" to make sure it is all set and signed before I​ work with anyone.

Cons

I occasionally end up changing the ​font with a wrong click and then can't get back easily. User error, but I have done it several times... so something is pretty easy to hit accidentally!

Joshua
Overall rating
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Elevating Proposals to Art: A Personal Endorsement of BetterProposal.io

Reviewed on 2023/11/10

Every time I send out a proposal crafted with BetterProposal.io, I do so with confidence, knowing...

Every time I send out a proposal crafted with BetterProposal.io, I do so with confidence, knowing that it's not just the content but also the presentation that will stand out to my clients. This product doesn't just lead the pack; it outshines the competition with its user-friendly interface and innovative features. It's a game-changer for professionals who want to make a lasting impression.

Pros

As someone who's explored various proposal software, I've found that BetterProposal.io truly shines as a standout product. Its intuitive design and user experience immediately set it apart. With BetterProposal.io, creating a proposal is not just about getting the job done; it's about crafting an experience for the client. The high-quality templates and interactive widgets like pricing tables, live chat, and e-signatures elevate my proposals to a level of professionalism and interactivity that I haven't seen matched elsewhere.

Cons

I have not found this product to have any cons.

Matthew
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing software to create, send, and track proposals

Reviewed on 2023/06/01

We used Better Proposals for our startup - we used them in all of our cold outreach campaigns to...

We used Better Proposals for our startup - we used them in all of our cold outreach campaigns to generate interest as the digital proposals were easy for our prospects to access and the presentation made it easy to share our services.

Pros

Easy to use/ get set up/ track activity such as opens and clicked, amazing UI to build proposals, and integrated into our payment provider.

Cons

Nothing negative to say - this software works very well and the UI is awesome.

Steve
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Great product!

Reviewed on 2023/03/15

It simplifies my business prospecting whilst enabling the Company to look more professional to...

It simplifies my business prospecting whilst enabling the Company to look more professional to potential clients.

Pros

The system templates and step-by-step approach to creating / editing documents.

Cons

Would love to use as agency for multi-client access with email sending addersses unique to each client

Verified Reviewer
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This is a quick way to create stunning proposals that will wow and convert your prospects.

Reviewed on 2018/04/18

Increased conversions and improved tracking of proposals to be able to make timely follow ups to...

Increased conversions and improved tracking of proposals to be able to make timely follow ups to close a deal.

Pros

Tracking that a proposal has been received and read.
The speed of creating proposals once you've modified one of the many pre-done templates.
The impressed responses from prospective clients who are wowwed by how good they look.

Cons

Text editing is a little fiddly at times and using the delete key often makes the browser go back a page rather than delete the text.
Would be nice to see support for video on the cover and in the proposal content.

Jeremy
Jeremy
Overall rating
  • Industry: Online Media
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best Proposal Software Available

Reviewed on 2019/11/29

Excellent. I have used it for dozens and dozens of proposals to clients and it is the fastest,...

Excellent. I have used it for dozens and dozens of proposals to clients and it is the fastest, easiest way to get a contract signed.

Pros

Better Proposals gives me a way to easily create proposals for clients in any number of categories. They are always adding functionality and I use it all the time for new clients.

Cons

I have had it for a couple years, even back at the start it was solid. Nothing really comes to mind right now, especially with all the stuff they continue to add.

Verified Reviewer
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Beautiful Professional Proposals

Reviewed on 2019/07/23

I no longer stress about proposals. Better Proposals has made things so simple from setup to...

I no longer stress about proposals. Better Proposals has made things so simple from setup to acceptance and payment. I feel more confident each time I send a proposal and my increased sales show it.

Pros

Better Proposals is fantastic! There are so many different templates for any kind of proposal you would need. It walks you through every step of setting it up and makes everything so simple. I especially like that it accepts electronic signatures and allows payment directly from the document. The tracking of the document as to whether it has been opened, read and signed is a big plus too.

Cons

There's not much I can say for what I don't like. Better Proposals has been a time saver, increased my closed deals and is affordable.

Nick
Nick
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Changed my game for proposals a lot and always improving

Reviewed on 2019/04/04

I'm far from a power user as I only send out a few proposals a month but they go very smooth with...

I'm far from a power user as I only send out a few proposals a month but they go very smooth with Better Proposals. I love the tracking and signing right in the proposal.

Pros

The software couldn't be easier to use and the templates to start with are perfect. The platform makes it easy to create proposals and track them after they're sent. Not only that but every year they release a very helpful infographic on what makes a proposal the most likely to get accepted. That's extremely helpful in tweaking my own strategy.

Cons

Sometimes the editor can be a bit buggy and lost a bit of content but this is rare. I'm not sure if it has to do with me using Safari instead of the ubiquitous Chrome.

Verified Reviewer
Overall rating
  • Industry: Internet
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Much better than sending quotes or using a word doc.

Reviewed on 2018/02/08

More sales.

More sales.

Pros

Much more impressive to prospective clients then just sending a quote or word doc. Quality graphics, terms laid out, can put in videos and works on all devices. I closed deals on it right away.

Cons

Could have a few more integrations. Subscriptions work but not on PayPal. They have already added some integrations since I joined though so I would imagine that continues.

Response from Better Proposals

Hey, thanks for the review. Very cool of you and super glad you're liking it. Subscriptions with PayPal are near impossible to get a really nice experience with so we've left it out for now. We will revisit it periodically and hope that PayPal improves.

Tom
Overall rating
  • Industry: Internet
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Software for Online Proposals

Reviewed on 2019/12/03

Once you have set everything up you can push out proposals in a very short period of time that wow...

Once you have set everything up you can push out proposals in a very short period of time that wow your future clients.

Pros

The templates make it very easy to create beautiful proposals in a very short period of time. They look good on desktop as well as mobile. Owner often pushes out updates and also gives good tips on how to make proposals better based on data he gathers.

Cons

Design-Wise you don't have a huge amount of blocks at your disposal, but it is more than enough actually to not get lost in too much design and focus on the content of your proposal.

Alternatives Considered

Nusii

Reasons for Switching to Better Proposals

Actually I still use both tools.
Shannon
Shannon
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Send Beautiful Proposals and Save Dozens Of Hours Doing So

Reviewed on 2018/04/17

I save dozens of hours a month on proposal writing

I save dozens of hours a month on proposal writing

Pros

When I used to create my own proposals, it would typically take me about 3-4 hours to create a custom proposal. With Better Proposals, I can create templates and add sections of content as needed, saving me about 2 hours on average for each custom proposal. Also includes open notifications and online signing .

Cons

They used to only have a handful of templates available but have since added over 100 templates to choose from.

José Antonio
José Antonio
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Really good, the app is great and the creators are always releasing new features.

Reviewed on 2017/10/12

It saves time and improves my conversions.
Because it's easy to use and already have some really...

It saves time and improves my conversions.
Because it's easy to use and already have some really cool templates, it allows me to create great proposals really fast. But also, it allows my leads to pay in a simpler way, reducing the process and improving the experience.

Pros

It integrates well with CRMs, live chat apps and the clients can make payments directly from it.
The owners are very responsive and offer great support, constantly improving current features and releasing new ones based on current users feedback.

Ashley
Overall rating
  • Industry: Computer Software
  • Company size: 501–1,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 9.0 /10

Love Better Proposals

Reviewed on 2022/05/12

Pros

I love the ease of use! It makes sending out proposals seamless with all of the data entry done.

Cons

I often find that when it comes to changing some of the values in the pricing table to be tedious. We are an american based company and have pre set pricing in american $$. I have to change the pricing to CAD and find that it could take a couple of trys to imput the data correctly.

Lakeisha
Lakeisha
Overall rating
  • Industry: Human Resources
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent software and support! Best proposal software out there

Reviewed on 2018/05/28

Pros

Everything - Ease of use, support and quick response time, features, etc. The support team responds within minutes of asking a question.

Cons

Cant think of any at this time . All of my previous issues were addressed/implemented by the developers.

Rick
Rick
Overall rating
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Almost dangerously good

Reviewed on 2018/01/17

Higher conversion ratios, less time spent preparing quotes

Higher conversion ratios, less time spent preparing quotes

Pros

It's so easy to create professional proposals that convert like crazy. The best I've ever found, bar none

Cons

Formatting the text is sometimes not straightforward. Some of the menu options are well-hidden, to put it mildly! However their support is fast and effective if you do get stuck with anything

Jesco
Jesco
Overall rating
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One of the best tools, by far, for anyone building/growing their business.

Reviewed on 2018/05/31

Apart from communicating my offer clearly and in style to my customers, it has helped me figure out...

Apart from communicating my offer clearly and in style to my customers, it has helped me figure out a hole range of things about running my business, not the least being how to effectively take payment. Sooooo important.

Pros

It's that one piece of the puzzle that forces you to figure out a whole bunch of other things about your business that are CRUCIAL, but you haven't really given enough thought before.

Once you have a proposal that converts, you KNOW that you're doing things right.

And betterproposals.io makes it super straight forward. I've gotten nothing but praises from all sides. Can't recommend this tool enough.

Cons

There's nothing to dislike. I'm really impressed. Team clearly know what they are doing.