Better Proposals Reviews

I'm able to quickly put together a beautiful proposal.

I wish I could copy/paste images instead of having to upload them.

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.

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

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

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

I love how Better Proposals can literally put you in a different level than competitors. Most businesses don't put a lot of thought into their proposals, and most companies don't do anything interactive with their proposals. But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures. And you can do it fast with the great template features.

I don't like how some of the features are locked behind some higher plans. Not that they are super expensive, but I would have preferred to see plans based mostly on the number of proposals instead of locking important features away. There are a couple of things that I think MOST people will want to do with their proposals, like Zapier integration, that should be included. Regardless, these are a small number of features that are limited, so it's not a deal breaker.

Its great to know that my potential clients are going to get a good idea of how professional we are. The fact that all of my proposals are in one place and can be kept up to date. The other fantastic thing of course is you get feedback as to if your proposal has been read and how many times etc..Gives you a better feel for where you are! Having the facility to take payment has worked wonders for me today as its my first day, I can get deposits straight away and know its a serious interest.

If I were to say what the hardest thing is and most frustrating, its the merge tags and getting them to work properly, once I can get that mastered this product will be perfecto!!!

It's incredibly easy to use. Looks great. Affordable Can add as many user as I want - BONUS!

No cons were added to this review

I love how much it makes my job easier! The two most common projects I have to write a proposal for are website builds, and logo/branding packages. Which are NOT quick to write up, as there are so many line items and details to cover. This software makes this part of my job a lot easier.

There's a bit of a learning curve, and the price is higher than me just going into Google Docs or Creative Cloud (a package I'm paying for anyway) - but I think it's worth the extra money for a unique, task-specific tool like this.

It is definitely affordable. Quick to learn as well as easy to use and a lot to offer. Looks great too.

No cons were added to this review

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.

As a web designer, I need my proposals to be just as much a work of art as the sites I create. Better Proposals makes that possible, with a simple backend and stunning output. Plus, the software tracks how long each person spends on each section of the proposal - which is amazing. PLUS, it's incredibly affordable.

I would love to see a few more options for section design. What they have looks great, so I'm not complaining. That said, more is always a good thing. PLUS, I wish I could have multiple pricing charts in one proposal. Big oversight.

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.

This software is probably some of the best support I've used in a while.They are constantly improving and adding features. Hands down one of the best software I've used. I love the fact you can accept payments, even subscription payments. I love the fact you can integrate it into your site so that the proposed link and URL is on your site (White Label). I just love the fact the dev is actually making good on their roadmap of improvements!

Nothing, this software does what it should. I can't complain because the cost is great and the features are even better!

We write a lot of proposals, but they all draw from the same library of content assets. This allows us to quickly drop in language for each product and service we offer. We know that every customer gets the same language.

A few minor UX foibles in the workflow, but overall very easy to use. If you don't dig around a bit, there are some great features you'll miss.

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 have been using Better Proposals for a few years now and it has been incredibly helpful in not only speeding up the quoting/proposal process but also helps me clearly demonstrate my services - would definitely recommend!

Sometimes the autosave/recover feature has not worked but this is very rare.