Better Proposals

Summary

Better Proposals is online proposal software that replaces traditional Word documents and PDF attachments with interactive web proposals, real-time tracking, e-signatures, and automated follow-ups to accelerate your sales process and increase close rates.

What is Better Proposals?

Better Proposals is a proposal automation platform designed for sales teams and freelancers. You can create brand-consistent professional proposals without design skills. Clients open proposals via web link, read on any device, interact, add options, and sign instantly. The system notifies you when clients open proposals, which sections they read, in what order, and for how long, so you can follow up at the perfect moment. After signing, you can launch a branded onboarding process that integrates payments, forms, and scheduling tools.

Core Capabilities

• Template-based proposal creation: Pre-designed templates or import Word docs, auto-apply brand fonts and colors, real-time collaboration
• Interactive web proposals: Clients open via link, read on any device, add options, live chat questions
• Real-time tracking notifications: Instant alerts when clients open, showing sections read, order, and time spent
• Built-in e-signatures: Legally binding digital signatures at the moment of decision
• Automated follow-up reminders: Smart prompts based on client behavior, send friendly nudges
• Client onboarding workflows: Auto-launch branded step-by-step onboarding after signing, integrate payments, forms, scheduling
• Team management and permissions: Control brand consistency, set approval workflows, track team deals
• CRM and tool integrations: Connect with popular CRM, project management, and billing tools

Pros

• No design skills needed; templates auto-fit content for professional output every time
• Real-time client reading behavior tracking enables precise follow-up timing and higher close rates
• Interactive web experience replaces PDF attachments; clients can sign and add options instantly
• Integrates signatures, payments, and onboarding in one platform, reducing tool switching
• 24/7 human support with average 2-minute response time, no AI or canned replies

Cons

• Requires upfront time to set up templates and brand elements
• Clients must open proposals via web link; not ideal for those who prefer traditional PDF attachments
• Advanced integrations may require technical setup or paid plans
• Feature set may be overkill for simple, occasional proposal needs
• Pricing not clearly listed on website; requires trial signup to understand costs

Decision Guidance

When to use: You frequently send business proposals and need to track client engagement, want to speed up the signing process, manage sales team document consistency, or want to integrate proposals, signatures, and onboarding in one platform.

Consider alternatives: If you only send simple proposals occasionally, your clients insist on PDF attachments, or you already have a complete document management system and don't need tracking features, traditional tools may be a better fit.