Better Proposals is a versatile proposal management software widely used across various industries, including marketing, consulting, IT services, and other professional services. It helps sales teams create polished, professional proposals quickly and efficiently, leveraging customizable templates and a user-friendly interface. It stands out for its ability to simplify proposal creation while reinforcing brand image — businesses can easily incorporate their branding through custom logos, colors, and fonts. With features like digital multi-party signatures, secure paywalls, and real-time follow-up notifications, Better Proposals gives sales teams the power to manage their proposals from creation to acceptance without hassle.
What sets Better Proposals apart is its comprehensive suite of tools designed to enhance both the user and client experience. Users can take advantage of a rich content library to save and reuse successful proposal elements, track client interactions to gauge engagement, and use intelligent pricing tables to manage complex billing structures. The platform also integrates seamlessly with popular CRM systems like Salesforce and HubSpot, as well as project management tools such as Trello and Asana, streamlining workflows and improving productivity. Its Proposal AI feature provides automated suggestions for optimizing sales proposals, while robust security measures ensure data protection, making Better Proposals a reliable choice for businesses aiming to close deals faster and more effectively.
Why this product is good
Positives of Better Proposals Software
Product Details
What is Better Proposals?
Better Proposals is a platform for solopreneurs and small and mid-sized businesses use to create, send, and manage professional proposals. It offers a range of capabilities that simplify the proposal creation process and enhance the overall client experience.
Its most notable features include:
- Intuitive proposal builder
- Customizable proposal templates
- Content library
- Digital signatures and payments
- Real-time analytics and follow-ups
- Security and compliance
- Seamless integrations and automations
Intuitive proposal builder: Better Proposals makes it easy for even the least tech-savvy users to create professional, visually appealing branded proposals. The drag-and-drop editor, along with a vast selection of templates and styling options, allows businesses to cater to their unique branding needs while displaying information in a way that feels tailored and unique for potential clients.
Customizable proposal templates: In addition to the ability to build proposals for your business from scratch, Better Proposals offers a wide range of 160+ customizable templates that cater to various industries. These templates help your team members create professional, branded proposals efficiently while ensuring consistency in presentation from client to client.
Content library: The platform features a comprehensive content library where users can save and reuse successful proposal elements. That way, sales reps building proposals can automatically access frequently used content and drop it into a new client proposal without the constant need for approvals or rewriting clauses and terms.
Digital signatures and payments: Better Proposals includes secure, legally binding e-signatures and integrated payment options. The clear, structured format streamlines the approval process, allowing clients to sign and pay for services directly through the proposal. Payment integrations speed up the quote-to-cash cycle and improve cash flow.
Real-time analytics and follow-ups: One of the standout features of Better Proposals is its real-time tracking capabilities. Users receive instant notifications when a proposal is opened, forwarded, or signed. This provides invaluable insights into client engagement, which reps can use to plan timely and informed follow-ups that can help close deals faster.
Security and compliance: The software ensures that all proposals are secure through encrypted web links and GDPR compliance. These measures protect sensitive client information and give you peace of mind that all transactions that take place through the Better Proposals platform are safe and legally compliant.
Seamless integrations and automations: Better Proposals integrates seamlessly with various CRMs, payment gateways, and project management tools, such as Salesforce, HubSpot, Zoho, and Trello. These integrations automate processes like client data import and proposal status tracking. Admins can also set up approval workflows to streamline the proposal approval process.
What are the advantages of using Better Proposals?
Benefits of Better Proposals
Businesses using Better Proposals enjoy several benefits from the platform. Among the most valuable ones are:
- Faster proposal creation and approvals with Better Proposals’ extensive library of templates and content and automated approval routing.
- Increased conversion rates through optimized proposals based on insights from real-time analytics.
- Streamlined workflows with CRM and project management integrations that facilitate the handoff process between sales and other departments.
- Enhanced team collaboration, thanks to the platform’s multi-user capabilities and real-time updates.
- Better customer experience with easy-to-use, customizable proposals and integrated e-signatures and payment options.
- Secure transactions with encrypted web links and GDPR compliance, ensuring client data protection.
- Fast user adoption thanks to Better Proposals’s intuitive UI, quick learning curve, and minimal technical upkeep requirements.
What industries are best suited for this solution?
Better Proposals for Industries
1. Web, Graphic Design, and Marketing Agencies
Customizable Templates: Better Proposals offers a range of templates specifically designed for web and graphic designers, enabling them to create visually stunning proposals that reflect their unique style and professionalism. In the proposal editor, users can add high-quality images, text, and branding elements to showcase their agency’s work and make a positive first impression on clients.
E-signatures and payment integration: The software allows clients to sign proposals digitally and make deposits through integrations with Stripe, PayPal, and GoCardless. This speeds up the approval process, so designers can start work immediately upon proposal acceptance.
Project Milestones: Better Proposals includes features for milestone signoffs, helping designers manage project scope and ensure timely payments at various stages of the project (and get paid as they fulfill them). This is particularly beneficial for managing expectations and maintaining a steady cash flow throughout the project lifecycle.
2. Event Planning
Interactive proposal elements: Better Proposals enables event planners to create engaging proposals that include interactive elements like videos, image galleries, and detailed itineraries. This helps clients visualize the event setup and understand the planner’s vision more clearly, leading to higher approval rates.
Integrated Calendar Scheduling: The software allows event planners to include scheduling options within their proposals. Clients can book dates and confirm timelines directly through the proposal, streamlining the planning process and reducing back-and-forth communication.
Budget and Cost Tracking: Better Proposals includes advanced budgeting tools that let event planners break down costs and provide detailed pricing information. This transparency helps build trust with clients and ensures there are no surprises regarding event costs.
3. Real Estate
Property listings within proposals: Real estate professionals can integrate detailed property listings into their proposals, including high-resolution images, virtual tours, and floor plans. This feature allows clients to explore properties in depth directly within the proposal, enhancing their decision-making process.
Automated follow-ups and reminders: The software’s automated follow-up feature sends reminders and updates to clients, ensuring they stay engaged and informed throughout the property buying or renting process. This keeps potential buyers interested and increases the likelihood of closing deals.
Client data management: Better Proposals integrates with CRM systems, allowing real estate agents to manage client information and track interactions seamlessly. This integration helps agents personalize their communication and provide a higher level of service to their clients.
Prices
Better Proposals Pricing
Better Proposals uses tiered pricing, with three different subscription tiers:
- Starter (best for freelancers): $19 per user per month, includes digital signatures, payment integrations, Content Library, and the ability to send up to 50 documents per month.
- Premium (best for small businesses): $29 per user per month, includes a custom web domain, CRM integration, Zapier integration, and the ability to send up to 50 documents per month.
- Enterprise (best for sales teams): $49 per user per month, includes everything in previous tiers plus content locking, password protection, approval routing, and the ability to send unlimited documents.
Starting at $19 per month, Better Proposals offers a highly affordable solution for small to medium-sized businesses. This cost-effectiveness, combined with the comprehensive suite of features, ensures that even smaller businesses can access top-tier proposal management tools without a significant financial burden.
Is there anyone else out there?
Competitors and Alternatives to Better Proposals
Better Proposals is great for businesses in service-based industries and those with product/service offerings that don’t require a full-fledged CPQ (configure, price, quote) solution. However, there are some alternatives and competitors worth considering, depending on your business’s specific needs.
Let’s take a look at three other options you can look at when evaluating proposal software.
Top 3 Better Proposals Alternatives
Qwilr
Qwilr is a cloud-based proposal and document creation software designed to help businesses create engaging, interactive, and mobile-optimized proposals, quotes, and other business documents. Unlike Better Proposals, it turns traditional PDFs into dynamic web pages, enhancing the user experience and providing powerful analytics and automation features. Qwilr integrates seamlessly with a wide range of tools, including Salesforce, HubSpot, Slack, Xero, and more. It also offers dynamic pricing tables that allow clients to customize their purchase options directly within the proposal.
If your business relies on creating highly interactive and engaging proposals that leverage multimedia elements such as videos, image galleries, and embedded forms, Qwilr’s web-based approach would be more suitable. Also choose Qwilr if you need advanced pricing and quote management features, like dynamic pricing tables.
Proposify
Proposify is an online proposal software that helps businesses create, send, track, and close proposals, quotes, and contracts. It streamlines the proposal creation process with a variety of templates, an easy-to-use editor, and powerful analytics to track engagement. It’s primarily designed for medium to large B2B service firms, including marketing agencies, consulting firms, construction companies, and other professional services. Compared to Better Proposals, most users find Proposify’s team collaboration features to be more robust (since it’s built for larger teams), and its proposal management tools more comprehensive.
If you need to manage complex quotes, contracts, and other business documents in addition to proposals, you’re better off with Proposify. You can also use Proposify to include multiple pricing tables (as opposed to just one with Better Proposals).
DealHub
DealHub is a comprehensive sales engagement and revenue amplification platform that offers a suite of tools designed to streamline the quote-to-revenue process. It includes DealRoom (a digital sales room), CPQ (configure, price, quote), CLM (contract lifecycle management), and billing modules. DealRoom facilitates collaborative proposal sharing, redlining, and tracking of customer-facing documents. The CLM feature helps in managing the entire contract lifecycle, from creation to execution and renewal, ensuring compliance and efficiency. The Billing module supports subscription and recurring billing management, simplifying invoicing and payment processes for SaaS companies.
For businesses that need advanced collaboration tools (like real-time redlining), DealHub is the better solution. However, you should only consider using it if you also require complex quoting, contract management, and billing. And you should especially consider DealHub if you’re a software company managing subscription quoting and billing.
FAQs
Common Questions and Answers
Better Proposals integrates with several CRM systems including Salesforce, HubSpot, Zoho, Pipedrive, and Insightly, allowing users to pull contact details and synchronize data seamlessly. For payment processing, it integrates with Stripe, PayPal, and GoCardless, enabling clients to pay directly upon signing a proposal.
It also connects with Asana, Trello, Basecamp, ClickUp, and Teamwork to facilitate project initiation and tracking once a proposal is signed. Live chat integrations with platforms like Intercom, Drift, and LiveChat ensure real-time client communication and support. And using its Zapier integration, Better Proposals can integrate with thousands of other applications.
Customers have access to a detailed Help Center, which includes extensive documentation, how-to guides, and FAQs covering various aspects of the software. For more personalized support, email support provides in-depth help for specific issues. Users can also benefit from Proposal University, which offers free courses on proposal writing, design, and lead generation.
Better Proposals offers over 260 templates for creating professional proposals. They are designed to cater to various industries and business needs. Each template is fully customizable, meaning users can modify its content, design, and structure to align with their brand and specific requirements.
Better Proposals also provides a Proposal Breakdown feature where users can see detailed analyses of successful proposals, helping them understand what works and how to improve their own documents.
Better Proposals provides detailed analytics and notifications (through email or the Better Proposals dashboard) that let you know when a proposal is opened, viewed, and signed. This gives you valuable insights into how recipients interact with your proposals, such as which sections they spend the most time on and how often they revisit the document.
Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.
