About Better Proposals

Better Proposals is a web based platform for creatives and service providing businesses to create professional, well-formatted sales proposals, with digital signatures, 3rd party integrations, and more. The solution allows users to know when proposals are opened, forwarded or downloaded in order to follow up appropriately, and at the right time. Clients can view and sign proposals online and make instant payments via Stripe, PayPal, and GoCardless.

With Better Proposals, organizations can choose a proposal and cover from the online marketplace, or design one with their own branding such as company colors, logo, specific fonts, domain, and more. When amending a template from the marketplace, users can remove and add any content they need, in order to showcase their work and brand in the best possible way. While adding images and other content, the ‘preview-as-you-go’ feature allows users to see exactly how clients will see the proposal. Proposals can be sent directly to clients via email, enabling them to simply type their name and click 'sign proposal' to complete a digital signature instantly.

The editor includes a variety of features to help users create professional proposals including automatic formatting with default spacing and sizing, meaning users can avoid worrying about spacing. Images can be inserted at full width, as part of the text, or neatly wrapped around text, as well as embed videos from YouTube, Vimeo, or Wistia to command more attention to proposals. 'Feature blocks' help liven up proposals through colored blocks with text, neatly breaking up the page. Users can also enter their products and pricing within simple pricing tables, which provide users with automated calculations.

Instant notifications and analytics inform users of when their proposal has been opened, as well as exactly how much time was spent per page on reading, and in what order. Users will also know which pages were printed, and each time a proposal was forwarded to a colleague. Additional functionality includes an HTML code editor for further proposal customization, auto-save, a content library, and a 'merge tags' feature in order to pull in client specific information, such as the company name, in order to reduce the chance of mistakes.

Key benefits of Better Proposals

  • Better Proposals helps users create professional proposals faster, offering a library of customizable templates for a variety of services, ready for use.

  • Get agreements signed online with digital signatures and know exactly when to follow up with in depth analytics.

  • Live chat integrations with platforms such as LiveChat, Olark, Intercom, Zendesk Chat and more, enable users to continue the conversation with clients while they read through the proposal.

  • Integrate Better Proposals with popular CRM platforms such as Salesforce, Hubspot, Insightly, Pipedrive, Zoho and more, to live search contacts and send proposals with a few clicks.

  • Clients can read proposals via any device, from anywhere, via mobile phone, tablet, or laptop, and digitally sign them right away.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, Germany, United Kingdom, Mexico, United States

    Supported Languages

    Danish, Dutch, English, Finnish, French and 12 others, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish

    Images

    When writing proposals, adding images and other content, users can see exactly how the client will see it with preview-as-you-go
    Showcase the organization's work and brand in the best possible way by creating attractive covers
    Add a template from the marketplace
    Create a new template from scratch
    Know when a proposal has been opened to be able to follow up at the right time
    Send proposals for a secure and legal digital signature
    Instant notifications and analytics show users exactly what actions the client took
    Better Proposals informs users every time a proposal is opened, forwarded, printed or signed
    In-depth analytics include a summary of all current and historical proposal statistics
    View 10 more
    Better Proposals video
    Better Proposals screenshot: When writing proposals, adding images and other content, users can see exactly how the client will see it with preview-as-you-go Better Proposals screenshot: Showcase the organization's work and brand in the best possible way by creating attractive covers Better Proposals screenshot: Add a template from the marketplace Better Proposals screenshot: Create a new template from scratch Better Proposals screenshot: Know when a proposal has been opened to be able to follow up at the right time Better Proposals screenshot: Send proposals for a secure and legal digital signature Better Proposals screenshot: Instant notifications and analytics show users exactly what actions the client took Better Proposals screenshot: Better Proposals informs users every time a proposal is opened, forwarded, printed or signed Better Proposals screenshot: In-depth analytics include a summary of all current and historical proposal statistics

    Features

    Total features of Better Proposals: 54

    • API
    • Activity Tracking
    • Alerts/Notifications
    • Automated Quoting
    • Chat/Messaging
    • Click Tracking
    • Collaboration Tools
    • Contact Database
    • Contact Management
    • Content Library
    • Content Management
    • Contract Drafting
    • Contract Lifecycle Management
    • Contract/License Management
    • Customer Activity Tracking
    • Customizable Branding
    • Customizable Fields
    • Customizable Templates
    • Design Management
    • Digital Signature
    • Document Analytics
    • Document Management
    • Document Review
    • Document Templates
    • Electronic Payments
    • Electronic Signature
    • Image Library
    • Interaction Tracking
    • Knowledge Base Management
    • Lead Management
    • Monitoring
    • Multi-Party Signing
    • Pipeline Management
    • Pipeline Reports
    • Pre-built Templates
    • Pricing Management
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • RFP Creation
    • RFP Management
    • Real Time Data
    • Real Time Notifications
    • Reporting & Statistics
    • Reporting/Analytics
    • SSL Security
    • Sales Pipeline Management
    • Search/Filter
    • Status Tracking
    • Team Collaboration
    • Template Management
    • Templates
    • Third Party Integrations
    • WYSIWYG Editor

    Alternatives

    Odoo

    4,2
    #1 Alternative to Better Proposals
    Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

    Armatic

    5
    #2 Alternative to Better Proposals
    The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with...

    Zoho CRM

    4,2
    #3 Alternative to Better Proposals
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    e-Procure

    0
    #4 Alternative to Better Proposals
    e-Procure is completely free Blockchain B2B Platform offering an integrated cloud based Procurement and B2B sales...

    Reviews

    Overall rating

    4,8 /5
    (123)
    Value for Money
    4,8/5
    Features
    4,6/5
    Ease of Use
    4,7/5
    Customer Support
    4,8/5

    Already have Better Proposals?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 123
    Shade O.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: Self Employed
    • Used Other for 1+ year
    • Review Source

    Overall rating

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

    Beautiful Proposals Made Easy!

    Reviewed on 2019/12/28

    Overall, it is a really great software! If you're looking to create beautiful proposals that...

    Overall, it is a really great software! If you're looking to create beautiful proposals that impress clients in timely manner, Better Proposals definitely comes through!

    Pros

    The template-rich platform makes it super easy to select a template and tweak it for our own individual use-case. It's like someone has done the research as to what you need in a particular proposal and all you have to do is go in and make a few changes to customize it to your particular case. Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals!

    Cons

    I didn't really like the fact that Zapier integration is only reserved for their higher plans. To me that is somewhat restrictive for those on the lower paid plan as the sooner automation is a part of one's workflow - the better! To reserve that only for the higher paid plans to me doesn't make much sense.

    Nik K.
    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

    Absolutely brilliant for proposals, sign-offs and contracts

    Reviewed on 2019/09/18

    Better Proposals makes me look like a serious pro to my clients and acts as a touchstone throughout...

    Better Proposals makes me look like a serious pro to my clients and acts as a touchstone throughout the projects we work on. They sign a contract that appears to be loading from my website and then see the same format again as they sign off on milestones and eventually close off a job. I missed out on the AppSumo deal but honestly it's well worth the money I spend on it each month. Top tip - get your templates all set up so you can bang proposals and documents out quickly. Then you'll really feel the power of it.

    Pros

    I absolutely love the activity tracking on proposals - I've avoided several misunderstandings by spotting that new customers hadn't read important parts of their proposals and was able to gently ask, "and everything was OK with the payment terms/timeline/bit where you promised to write amazing website content yourself?" and draw their attention back to it.

    The marketplace of templates is fantastic too, though I still need to re-write things in my own tone and for my own company's use cases.

    Cons

    I can't think of much to dislike. I do sometimes find the pricing tables a little fiddly but that's because they made them a lot more flexible for us. It's still a million times easier than any other way I can think of doing it.

    Amy W.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Other 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.

    Samantha G.
    Overall rating
    • Industry: Graphic Design
    • Company size: 2-10 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    Not recommended terrible customer service

    Reviewed on 2019/01/18

    The software was good and perhaps they will improve their crashing issues. Even if they did how I...

    The software was good and perhaps they will improve their crashing issues. Even if they did how I was treated was very unethical when I simply addressed valid issues originally in private. Utterly disgusted. I am happy to provide screenshots and emails to verify my claims and validity. I also have charges from my bank. I feel businesses like this should be exposed. I also have messages from others who messaged me regarding their experience. They would not address my issue so I was going to go to my bank. The CEO threatened me and also told me to stop posting on social media. Such an aweful experience.

    Pros

    It was very good at first and I even referred other paying customers.

    Cons

    They recently had a crash that caused major issues. In general there were problems but you learn to just give it a try for awhile. I feel management is very unethical on how they handle consumer relations and would not originally address the issue until I complained to go to my bank. I also felt as a consumer I was treated with discrimination and racism.

    Response from Better Proposals

    Just to add a little non-emotional clarity to this situation. Samantha contacted support and asked for help. The CTO responded because it was late at night and everyone had finished. She gave the answer twice and was told it was "too generic". Samantha then threatened do issue chargebacks and demanded a refund. I (Adam, CEO) took over and said she could have the help she wanted or the refund she's demanded. She continued to react emotionally and was rude and ultimately wasn't listening so we made the decision to refund her everything she's ever paid us and give her a free month to switch to another platform.

    She wasn't affected by any outage at all.

    It's a shame both parties have had this experience. Not everyone is a fit for every company and that's evident here. I hope she finds happiness.

    Adam
    CEO

    Ross T.
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

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

    Professional

    Reviewed on 2021/04/10

    Pros

    When you send a proposal to a potential client, we feel that better proposals puts us in a league well above our competitors. The level of detail it shows really shows our clients we understand there project and also looks so professional compared to any other software we have used. Overall we a extremely pleased to use better proposals and get very excited when we send to our clients. We always ask for there feedback on the software and they are all very impressed!!!

    Cons

    There is Nothing we do not like about this product

    Showing 5 reviews of 123 Read all reviews

    Better Proposals FAQs

    Below are some frequently asked questions for Better Proposals.

    Better Proposals offers the following pricing plans:

    • Starting from: US$19,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Starter: $19.00/month Premium: $49.00/month Enterprise: $129.00/month Pay-as-You-Go: $99.00

    We do not have any information about Better Proposals features

    Better Proposals has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    Better Proposals supports the following languages:

    Danish, Dutch, English, Finnish, French, German, Hebrew, Hungarian, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, Turkish

    Better Proposals supports the following devices:

    Better Proposals integrates with the following applications:

    ActiveCampaign, Capsule, ClickDesk, Crisp, Drift, GoCardless, Highrise, HubSpot CRM, Insightly, Intercom, JivoChat, LiveChat, Nimble, Olark, PayPal, Pipedrive, Pure Chat, Salesflare, Salesforce Sales Cloud, Userlike, Velaro, WhosOn, ZenDesk Chat, Zendesk Sell, Zoho CRM

    Better Proposals offers the following support options:

    Email/Help Desk, Phone Support, Chat

    Related categories

    See all software categories found for Better Proposals.