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Better Proposals Reviews: 4.5/5 — Highly Rated
Better Proposals is a web-based proposal and quoting platform for service businesses, agencies, freelancers, and sales teams. It helps users create professional proposals, quotes, contracts and statements of work using unlimited templates, a reusable content library, interactive pricing tables, e-signatures, payment collection, analytics and tracking, branding (custom domain and remove vendor badge), and a broad ecosystem of integrations. Collaboration, advanced permissions, inline commenting and content locking are available in higher-tier plans.
| Company | Better Proposals Ltd. |
|---|---|
| Year founded | 2009 |
| Company size | 11-50 employees |
| Headquarters | London, United Kingdom |
| Capabilities |
API
|
|---|---|
| Segment |
Small Business
Mid Market
Freelancer
|
| Deployment | Cloud / SaaS / Web-Based |
| Support | Chat, Knowledge Base |
| Training | Documentation, Live Online |
| Languages | English |
Better Proposals Pros and Cons
- Fast setup and proposal creation with templates and content library
- Clean, professional proposals with branding and custom domain
- Strong analytics and notifications for follow-ups
- Built-in digital signatures and payment collection
- Broad integration ecosystem (CRMs, Zapier, payments)
- Collaboration/commenting/permissions limited to higher tiers (Enterprise)
- Automated follow-ups ('Nudge') is a paid add-on
- PDF export/layout can have rendering issues for some layouts (reported by users)
- Lower tiers may cap the number of proposals that can be sent per month
Compare Better Proposals with other popular tools in the same category.
From multiple organizations to the analytics, to custom domains. It's a great tool. Saves time, and wins bids.
I don't really dislike anything about it. The analytics could be more in-depth with a heatmap or some other addon, but really it tells you what you need to know already.
Building proposals quickly and efficiently, and delivering proposals that are pleasant and engaging for potential clients.
The templates are customizable to suit your individual field. Adding the company logo, changing colors, etc. is all easy and makes for a professional look. Having a record of design approval will be instrumental in my business.
I haven't found anything to dislike about Better Proposals.
Having a record of design approval is the most important part of my business. Second to that, is having a record of cost approval. Better Approvals makes this process very simple and makes me look SO professional.
Once you have looked around teh system and created your perfect proiposal deisgn, the additions make the process so easy, to get a job signed off before better proposals was a long process that invloved many emails, better proposals cuts all thsi out and saves you time, all you need to do is make sure you spend some time on desiging your correct proposal, somthing you would think WOW if you received it, then yu will be happy you did becsue the job will be signed off with ease. A definate addition to my business.
nothing everything is good, really easy to use
The whole proposals sending process
A template which can be customised and tailored to suit each client.
It is fiddly to set up at the start but once you get the hang of the editing functions, it will be quite easy.
This takes my operations online where I have greater follow up visibility with my clients for anything that may be outstanding or requiring discussion points.
This is a great selling tool for companies and individuals. Easy to use and keep a track of sales, proposals, quotes and turnaround, as well as keeping basic data for analysing.
Please consider a free view only option instead of closing an account altogether.
Helping sales
It's really streamlined our sales process. We didn't have a great process for guiding our customers to our goal until we started to use Better Proposals.
I've experienced just a few bugs when building proposals where I'd have to "Save & Exit" and then come back into the proposal to finish but I expect that with almost any software that I use.
It's creating faster, more efficient closes to my sales.
Look and feels more proffesional and make you stand out
Cant print proposals if your client isn't so IT savy
Time and convenience for a client to instruct
At last, I have something aesthetic to offer my clients. The support team is amazing!!!
Not much negatives: On an iPhone (maybe Android too?), background videos will not load. As a workaround, I suggest people to use a computer. Also, taxes in Quebec Canada are 14.975% but Betterproposal only accepts two digits (00.00%).
It's a great motivational tool! I get numerous comments on how cool it looks.
The ability to create templates for all products and bundles, the proposal templates, and then be able to include explainer videos and images. On the back end knowing every single time someone interacts with the proposal and how long they spend on each page
The downside is specific to your company - you shouldn't just lob a proposal overboard by email. It should be presented in person. They've made a lot of changes to get signatures and payments direct, which is awesome.
Proposals from custom ones that were made in google docs to beautiful template ones that customers loved getting.
Easily customizable for any business. Looks professional & less paper, time, and headaches
Sometimes the receiver of the proposal has trouble finding the signature page.
Definitely less time to prepare my proposals. Clients like it.
ease of use, templates and suggested content
weirdness of logging in and out of proposals, what certain edit tabs mean
solves the issue of a pretty presentation. it is impressive and digital first. benefits include easy of use, tracking of opening, follow up with client, and peace of mind to have the appropriate language in place
I love the ability to customize pre-written template modules to tailor each proposal to the client's needs. I was able to send a customized proposal in less than 10 minutes recently!
I would like to see the auto-fill text features be easier to insert and manage. I am not familiar with coding so some "drag and drop" options would be helpful. I also think it would be helpful to be able to set up option sets for auto-filled text. For example, setting billing rates or fields (like "local jurisdiction") that automatically update wherever they appear in the document would help avoid mistakes and speed up the process.
I have templates for different types of project proposals that have allowed us to speed up the proposal writing process significantly. I am also planning to set up templates for sign-offs at different milestones to document approvals.
The coherence and simplicity of the offer design to money-in-the-bank that is impactful for any product/service. Although it is not advertised, essentially, BetterProposals creates a product/service website with integrated payment.
I dislike the PDF conversion. It leaves too many blank spaces, and it does not produce pretty reports.
We are educating prospective buyers on the whole aspects of a product/service. It makes it easier to collect and create case studies and save them as templates. Templates are an excellent feature—payments through integration with Stripe and Chat through Zendesk.
Great design and easy to use, cool designs and animated cover page.
Haven't come across any issues so far with a few that I have sent out.
Professional looking proposals that can be created quickly
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Create beautiful proposals, track them, use templates, add in options, embed videos. It's a great software! I'm a software consultant and it's helped me not only save time on proposals, but deliver a really great, simple experience to the client. Read, choose your options, sign, and all the admin is out of the way, we can dive straight in.
The payment tables are fiddly. The backend for this is lacking - what services do you have, are they one-off vs. recurring, Are they included vs. not included. The other thing is about the contract - right now we're only using one, but it would be nice to have the option to say add in a contract depending on what the client's selected. So if they select say a 6 month support package, add in an SLA contract, that kind of thing.
Streamline my proposal sending process. Easier to explain the scope of my work. Much easier for me to say reuse videos that will do a better job explaining software and always be up to date - i love this feature. It takes a lot of the client "education" time out of the equation.
Not only is better proposals easy to use, it creates STUNNING proposals. Saves times and helps close deals... nothing is better than that!
I would like to be able to download an entire template into the content library.
We were having trouble taking clients from proposal to signing the contract. It felt like too many steps. With better proposals the sales prossess is easier for both the client and our team.
Built in templates, simple format, ability to dive straight in and product great looking proposals off the bat.
The PDF print option was a bit messy to start but they have been constantly improving that and it is better every release. I have nothing else to dislike.
We are trying to prove that supplying ICT solutions and services to Government can be simple, cost effective and easy. Better Proposals allows us to ensure we are able to be consistently awesome at all stages our journey with clients, clear, smart and easy to understand (not to mention great looking) proposals set the tone for the rest of our relationships.
proposal live tracking for following up at the right time, plus templates to make writing similar proposals a breeze
not much... maybe that you have to pay for it? but its soo worth it 1000% saves me tons of time and effort, and helps me win proposals and make money.
closing more proposals, and charging higher prices since I seem so much more professional
Tracking, electronic signature, customization/branding
Wish I could integrate payment for Waveapps.
Customization of beautiful, online proposals that are easy to read and follow. Better Proposals allows me to create an index that makes it easy for clients to navigate. My FAVORITE thing is that I can see when a proposal is opened, downloaded and signed, allowing me to move the clients into a smaller sales funnel.
Automates an arduous process. Flexible. Instantaneous customer service. Constant upgrading.
There is not too much that I dislike. Anything I do dislike, one by one they are cleaning up.
My business is all about scalability. I have signed 15 clients in a little over 60 days. Ten fo them have received a Better Proposal.
The professional designed proposals. Easy to setup and custom branding.
So far I haven't encountered something that i dislikes.
Presenting my business more professionally. Improved closing rate.
Easy to use and professional looking. We get comments from clients who like the styles we use, all from Betterproposals
I'd like a genereric soluion eg NDA forms that can be signed by anyone
Contract management
In my sector the simple fact that a proposal is good looking is a differentiator. The fact that Better Proposals allows us to create great looking proposals and have them online too is fantastic. We can move faster and produce better looking content.
My industry still likes to print things off, archive PDFs into project folders, etc. The PDF export could be better, although I understand this might be difficult without compromising the main online product. Hopefully my industry will catch up.
Better looking proposals, faster.
The compliments my proposals now get, and how easy it is to track its performance
Can't really think of anything, it works
Beautiful way to send a custom quote and proposal and having it signed
This is hands down the best proposal solution I've ever used. It takes a bit to get your bearings but once you're comfortable you can whip up awesome and engaging proposals, send them out, track interactions with them, and edit on the fly. Great product! Even better is the customer support - they are super fast to get back and even faster in making fixes when necessary. I was totally blown away that I sent a request before going to bed and the fix was in by the time I woke up. Amazing.
I'd like to see a dedicated contract section for the proposals. It would also be cool if you could add places where the client needed to initial certain points before the final signing.
Closing sales with new clients, expediting the process of getting contracts signed, editing proposals on the fly after they've been sent.
Quick Proposal creation and great support
Editor is a bit bare bones would like more customization options.
Saved me massive amounts of time creating Proposals from scratch. Proposals help to look very professional and inspire confidence in my services.
Simplicity of layout, with enough tools to customise the design, let's me add tax options, optional components and recurring components
Would like more font choices, and would like to be able to add items in deliverables as a list under the heading without the cost being added to the middle of the table. Just a minor criticism
It makes writing proposals quicker and repeatable, and it has helped us create a process around proposals where it was significantly manual before.
More than anything, the customer service is incredible. Sabrina is like a friend that genuinely cares about how well I do! You cannot ask for more. Amazing!! I also love that it's an actual webpage that I integrated with my chat account. If a prospect has a question they don't have to wait until our next conversation or write it down or assume the wrong answer, they just click on chat and ask me!
Not much. With the templates, it's easy to get setup and start sending proposals not only faster, but proposals that truly stand out!
Saves a ton of time and wins more business
- I love the detailed templates that can be used, and how easy it is to edit it. - The ability to create custom proposals and save it as templates. - Creating a library of different parts that will be used in proposals. - Stripe integration for immediate payment. - Customer interaction tracking. - Amazing personal customer support!
- This is cloud-based, and if your internet disconnect, be aware and beware - you might lose your work. Having segments of proposals in the library will actually save you from disaster in the future.
Before Better Proposals, I used Google Docs for proposals, but it wasn't near as professional looking. Now I can create top notch proposals and track the customer interaction with my proposal.