Better Proposals Features & Capabilities

Better Proposals

HubSpot CRM

Google Contacts

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. Know when proposals are opened, forwarded or downloaded in order to follow up at the right time.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Approval Process Control

Authentication

Automated Quoting

Automatic Formatting

Billing & Invoicing

Catalog Management

Collaboration Tools

Completion Tracking

Configurable Workflow

Contact Management

Content Library

Content Management

Contract Drafting

Contract/License Management

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Security

Digital Signature

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Due Date Tracking

Electronic Payments

Electronic Signature

File Sharing

Forms Management

Interaction Tracking

Knowledge Base Management

Lead Management

Mobile Signature Capture

Multi-Party Signing

Payment Processing

Pipeline Reports

Pre-built Templates

Price/Margin Management

Pricing and Cost Calculations

Pricing Management

Progress Tracking

Proposal Generation

Prospecting Tools

Quotes/Estimates

Real-Time Data

Reporting & Statistics

Reporting/Analytics

RFP Creation

RFP Management

RFP Responding

Sales Forecasting

Sales Pipeline Management

Search/Filter

Status Tracking

Team Collaboration

Template Management

Templates

Third-Party Integrations

User Management

Workflow Management

Ignition

PandaDoc

Docusign

HoneyBook

DealHub

Prospero

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.

Hands Down the ABSOLUTE BEST PROPOSAL SOFTWARE, period.

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. 

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

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.

Better, Better Proposals

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!

Easy, Intuitive, Effective

Live tracking, immediate payments, ease of preparation.

Game changing proposal tool...

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.

Beautiful, clean proposals that I can organize and track.  

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

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

Polished presentation! 

Competent contract management

My overall experience can be summed up quite easily Fantastic time saving with ease of use why would I ever look at another similar product.

Only a few days in and reaping the benefits already

Better Proposals — not bad, could be better (pardon the pun!) 

In my business - consulting - the proposal can make or break the deal. I have high close rates because my prospective clients see a clear, beautiful proposals that make me look like a pro.

People ask me what I use to create my proposals.

Affordable and Professional Proposals 

Create visually appealing proposals and cut down the time to create them from 4 hours to 1 hour, max.

My proposals are finally beautiful!

My overall experience so far is a truly positive one. Will be considering staying on with their starter package after my trial as I believe this platform provides an advantage over competitors in proposal writing.  The pricing is also reasonable and greatly justified by the value provided by the product. 

Product name speaks for itself

BetterProposals has changed how I sell my services - for the better. 

It saves more than 15 hours per week, with the templates for proposals I have created in the past. 

Ultimate timesaver software

Send better proposals

Wasn't incredible at the time I purchased, but was good enough. Thinking the developer would leave the product as it was, I was happy enough.
Delighted to have been wrong.
The developer has continued to add functionality to the system, as well as continuing to enhance the pre-existing features. They're also branching out into new areas, allowing me to better manage a variety of customer documents I use. 

Love it.

Highly recommend - the product keeps getting better and better

I loved using Better Proposals.  It integrated well within our business.  It allowed us to bid for work on a professional level. 

Loved this product

Very positive experience and have been using it for a few years now

Great option for branding

The support is 11/10 they are always there to help, I think I know all of them by name, it's not some random person. I have recently moved most of my customer offerings over to BP as it enhances my brand. 

It's Better Proposals then daylight second..

My overall experience with Better Proposals has been overwhelmingly positive. The platform has proven to be an invaluable tool for streamlining the proposal management process from start to finish. Its customizable templates have saved us countless hours, allowing us to focus more on client relationships and less on administrative tasks. The real-time tracking features have also provided crucial insights into client behavior, enabling timely and effective follow-ups. While there is a learning curve for some of the advanced features, the benefits far outweigh the initial time investment. Overall, Better Proposals has been a game-changer in enhancing our efficiency and competitiveness.

Better Proposals is Transforming Proposal Management

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.

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

Proposals are always great with Better Proposals!

Just what I was looking for! So far I love better proposals.

Hey Cammy, 

Thanks so much for the review. Massively appreciate it! Pleased to let you know that merge tags is now live. Slack integration will be coming at some point, as will an API.

Thanks again and stay well.

Adam

Better Proposals screenshot: A modern, customizable SEO proposal template for agencies. Showcase your expertise with case studies a project outline, pricing, payment options, eSignatures, and T&Cs.

Better Proposals screenshot: Win social media clients with a stunning, customizable proposal template. Includes everything for a smooth start, with live chat and document tracking to guide clients to signature.

Better Proposals screenshot: Centralize your documents: brochures, quotes, invoices, job offers, contracts. Create, send, and track in minutes.

Better Proposals screenshot: Instantly adjustable pricing for seamless negotiations. Close deals faster without document revisions.

Better Proposals screenshot: Forget about having one system to create your documents and another to get them signed. Better Proposals comes with built-in digital signatures that reduce your document turnaround time by enabling clients to sign anytime, from any device.

Better Proposals Features

Features Summary

Screenshots

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