Better Proposals Features

Coming from making Google Docs proposals, this platform was indeed Better. I was able to take advantage of their vast template library and quickly send proposals to clients. I liked how it tracked views for each individual recipient and how the dashboard was able to show you how much sales you have closed.

I was using the basic plan and even tho I never maxed their allowed proposals per month, I still found that intimidating.

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

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

I love the design and how professional proposals look. I often get compliments on how professional my business looks using this platform. Also, love the notifications i get when a client has viewed or signed the proposals.

I don't really like the PDF version of the proposals. If I use images and not enough text to fill the page it add a lot of white space to the file which does not look that great. The web version looks great thought.

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 .

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

It is much more aesthetically appealing than the competition, much easier to edit content, and easy to duplicate proposals. I noticed the tracking elements make it very useful for knowing how to take next steps with clients. And most of all the customer service it quick and excellent. Features are constantly improving.

The CRM integration is helpful, but could use more tags to make it more seamless. It also could use a second personal signature for contacts instead of one.

It helps me keep track of all my proposals, what stage they are and most importantly, use previous proposals as templates for the next one. Tracking of opens, read time and proposed and won work is great.

Very few, it does everything I need it to do - Perhaps integration into my bookkeeping software would save even more time, but i recommend it to all my B2B clients.

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.

No cons were added to this review

Love the fact that it's technologically up-to-date cloud-based software. The templates are easy to modify with the exception of the colors on the meta tags which have to be adjusted with HTML coding. Fix that and I'm a happy camper.

No color change option for the Headings without HTML knowledge. The backgrounds and text colors can be changed in all templates, so I'd like to see this available as well.

The formate is as I wanted it to be and I haven't seen it like this in other apps

The CRM lacks a tab to source contacts. On occasion it glitches e.g i add a cost in and then look back to see it didn't write it correctly

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.

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.

Better Proposal allows for fairly easy set up of templates and is great if you're sending out large volumes of proposals. It will give advanced data and insights into the potential client interaction with the proposal. I like Better Proposal for its dashboard as well as it tracks your metrics in the dollar value of the proposal.

The text editor is a bit weak and often there are weird bugs with spacing and copy/pasting text from another source. Once you've got a template you like it's easy, but changing things once it's been set is quite annoying. If the text editor improved and broadened in its capabilities, it would be the perfect proposal software.

There are many templates to choose as starting points that can be customized by my specific needs. I LOVE the fact that I can see when my clients open the proposals, and the online signing feature is super-convenient for my out-of-state clients.

The saved PDF of the proposal isn't the prettiest; I wish I could set page breaks to make things flow nicer. However, this is made to be an online platform so my clients view the proposal using the link. I rarely have the need to save and print the PDF.

We switched to this tool from sending out slideshows. It’s much better than our Google sheets, that’s for sure! We love the templates and blocks you can create. It’s nice to know when clients are looking or reviewing proposals too!

The biggest con is having to email the proposal. The in-tool email is really limited, I never want to use it, so I use a dummy email and then just copy the link to send to my client.

CUSTOMER SERVICE. [SENSITIVE CONTENT HIDDEN] is awesome! Always go into the details of how to solve any problems that i have

It needs more features and flexibility. I will like more flexibility in how i can integrate more tools with it directly.

I've been building and selling websites for almost ten years. My weakest point has always been getting a proposal out the door. I never know what to write and I've always been challenged when it comes to pricing my services. Finally this year I decided that I needed to overcome the obstacle of writing proposals, as I knew it was one of the things holding me back from growing revenue in my business....

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There were a few things that were a little confusing during the set up process. As a result a few things weren't as set up as I would have liked them to be when I sent out my first proposal. I didn't realize this until later and I still closed the deal, so I guess the fact my emails weren't properly customized wasn't mission critical. I reached out later to support and explained what had been confusing...

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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.

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.

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.

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.

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.

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.

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

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.

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...

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The best features about this product is that its easy to use, and comes with a great range of templates for any scenario so you can start building and customising your online proposal. The features like taking payment are great, along with buying able track potential clients is really handy. The support from the team via the chat is great as well, I have found the team at Better Proposal to be super...

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There could be some a bells and whistles, but the basics to what you need are in place. Would love to be able to customise the font to select any of the google fonts, but it's not a deal breaker.

I love the ease of use of this platform. I set up a template for each of my services. Then, once I've had an initial phone call with a prospective client, I send the proposal. It details all of the services in a beautiful way and really helps me show, not tell, the value of my services.

The design experience is so easy to use that it lacks some flexibility I wish for. Also, some of the integrations can be harder to setup - It'd be great to have more of the "add-ons" available to the base subscription.

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!

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.

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.

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.

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.

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.