Who Uses This Software?

App or Software Developers, Digital Agencies, Graphic Designers, Online Marketers, Social Media Agencies, Videographers, Web Designers, Accountants, Advertisers, Architects, Financial Services


Average Ratings

100 Reviews
Ease Value

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $19.00/month
    See pricing details
  • Pricing Details
    Subscriptions start at $19.00/month with 10 active proposals.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Better Proposals
  • betterproposals.io
  • Founded 2009
  • United Kingdom

About Better Proposals

Better Proposals helps you create your proposals faster, makes them look more professional and gives you all the tools you need to win the job as quick as possible. Knowing when your proposals are opened, forwarded and downloaded helps you follow up at exactly the right time in the most appropriate way. Allowing your clients to sign your proposals online means you can strike while the iron is hot. Sending better proposals creates you a better business.


Better Proposals Features

  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control

Better Proposals Reviews Recently Reviewed!


Capterra loader

Hands Down the ABSOLUTE BEST PROPOSAL SOFTWARE, period.

Sep 11, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I like how once a template is created, customization becomes incredibly easy to the point where the end client feels as if you've invested all this time in customization, when it only took a few minutes. It's not immediate, but that has more to do with me being a perfectionist than the software. I also like how I get INSTANTLY notified by email when someone is reading the proposal and to what extent. If they view one page for 20 seconds, I know I have more work to do with that lead. Excellent software.

Cons: That you, on the initial email have to send it through their system. I'd like to have the option of manually sending the traceable link so I can throw it into bitly and shorten it, but maybe there is a workaround I simply have not explored enough yet.

Overall: 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.

Capterra loader

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

Mar 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Presenting proposals online like this, especially if you are in the technology space, puts you head and shoulders above the competition. If you're talking about latest technologies, best practices and innovation in your pitch, delivering your proposal in this online format demonstrates you walk the talk. Usability of the software itself is child's play. Features being added and improved constantly. And the best thing of all SUPPORT IS INCREDIBLE!! They are on it. Big time. They really do care about serving us and providing the best tool possible to help us win more deals and achieve success. They are welcoming, reply to any question very quickly (almost immediately in office hours) and they not only listen to what their customers are saying/feeding back on, they implement these requests, too. If you're in two minds, seriously, don't give it another thought. This will change how you do business for the better, help position you above the competition, and most importantly, help you win more business! Well done chaps. Loving your work. Keep on keeping on.

Overall: 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.

Effective and easy to use proposal system,

May 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The best features about this product is that its easy to use, and comes with a great range of templates for any scenario so you can start building and customising your online proposal. The features like taking payment are great, along with buying able track potential clients is really handy. The support from the team via the chat is great as well, I have found the team at Better Proposal to be super helpful in getting us setup. Also like the feature to be able to white label (mask) the domain name so all our proposal look like they are developed from our site. The customisation is great in what you can do, and being able to save containers and pages for future proposals is very handy. We have been able to reduce our time on getting a proposal out now which is resulting in more conversations.

Cons: There could be some a bells and whistles, but the basics to what you need are in place. Would love to be able to customise the font to select any of the google fonts, but it's not a deal breaker.

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

Apr 12, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love the ease of use of this platform. I set up a template for each of my services. Then, once I've had an initial phone call with a prospective client, I send the proposal. It details all of the services in a beautiful way and really helps me show, not tell, the value of my services.

Cons: The design experience is so easy to use that it lacks some flexibility I wish for. Also, some of the integrations can be harder to setup - It'd be great to have more of the "add-ons" available to the base subscription.

Overall: A 36% conversion rate and improving!

Capterra loader

Easy, Intuitive, Effective

May 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: This tool has been not only a time saver for me, but an absolute game changer as to how I prepare and share proposals with existing and prospective clients. Not only has it made my life easier, but my clients and prospective clients are impressed with how professional the proposals look!

I also really enjoy the tracking features and getting notified when my proposals are opened and read through.

As someone who freelances, spending less time on administrative tasks and more time doing what I do best is always a plus for me!

Cons: As much as I've used this for making proposals for website development, I have delved into the application as much as I should, so it's hard for me to give any valid cons or constructive criticism since it does everything I need it to do without me having to explore every nook and cranny of the platform.

Overall: 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!

Capterra loader

Game changing proposal tool...

Jun 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I used to prep my proposals as PDFs and then mail them off to clients. Now I create everything in Better Proposals, which means I can reuse templates super easily, add pages without worrying about formatting, accept payment *as soon as a client clicks accept* right from within the document (game changing), host the proposal on my domain, and get real-time viewing stats so I know if they've actually read it and if so, which parts and for how long. Don't even think about it - just get this tool now. Period.

Cons: I've had issues with incompatibility on Chrome because of my other plugins and extensions that I'm running. The easy workaround I found was to just use the service with Firefox, where I have almost no extras in use within the browser.

Overall: Live tracking, immediate payments, ease of preparation.

Highly recommend - the product keeps getting better and better

Aug 10, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Initially I was looking for a simple way to standardise and streamline proposals. An online format is what I wanted most, and this one allowed me to make my proposals be on my own domain. This product seemed the best value for money.

Cons: Would like a little more formatting / customising ability. But TBH what's there now works.

Overall: 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.

Capterra loader

My favorite Proposal and Contract Software

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The CEO called me in the beginning to help me get going the right way... Great personalized staff!!! And any features they didn't have when I started using it, they've added since then.

Cons: It only allows the client to e-sign... sometimes we need two signatures or more. I'd like that feature to be added.

Overall: Amazing experience with the software, and easy for my staff to use even if they aren't tech savvy.

Capterra loader

Beautiful, clean proposals that I can organize and track.

May 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm no longer a slave to the formatting restrictions of a Word doc. I can make my proposals as attractive and image intensive as a website. I love being able to create and organize templates and images that I can quickly grab and customize. I love the way they look on a mobile device as well (fully responsive).

There is also a certain Cool factor about sending proposals electronically where the client can sign off without having to print and fax or scan. I also love being able to track what my prospects are looking at real time. It's also fun watching my revenue increase as my prospects become clients.

Customer support is actually very good despite difference in time zones.

I'm spoiled. I can never go back to creating Word Doc proposals.

Cons: Would love to be able to see thumbnails of my stored images so I can quickly re-use them. Also I'd love to be able to send a secure form so I can get client information to set up their accounts and collect credit card info electronically to use off-line. Just my personal wish-list not really a con.

Overall: 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.

This is a quick way to create stunning proposals that will wow and convert your prospects.

Apr 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Tracking that a proposal has been received and read.

The speed of creating proposals once you've modified one of the many pre-done templates.

The impressed responses from prospective clients who are wowwed by how good they look.

Cons: Text editing is a little fiddly at times and using the delete key often makes the browser go back a page rather than delete the text.

Would be nice to see support for video on the cover and in the proposal content.

Overall: Increased conversions and improved tracking of proposals to be able to make timely follow ups to close a deal.

Capterra loader

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

Oct 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Before using Better Proposals, I would simply use Word or email for my proposals. Then I came across this software and it changed things dramatically for me. it did this in two ways.

1) Their proposal software made me look so much more professional the previously. My closing ration prior to this software was at around 50% (pretty good I thought). Through using Better Proposals it has now risen to 80%!! Why? I can only imagine that the client thinks "blimey, this is good... therefore they must be good".

2) However, indirectly it's done something else... it's made me up my game. Because of better tools at my disposal, I'm looking at better quality clients. Whether there's less competition in this field I don't know, but my prices have risen and in turn, I can produce better work because I have more time to spend on each client.

In short, its a tool I would highly recommend.

Cons: I've got nothing bad to say about this software. I'm really happy with it.

Perfect for those who are too busy

Aug 05, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The fact that it is so user friendly and the simplicity of it.

Cons: Nothing

Overall: Due to my busy schedule it helped me know that everything was taken care of. the fact that what I see before me is what a client will also see, this is crucial. if I am on the go I can use my cell phone and do not have to be in front of a laptop or computer. I can access it any time and anywhere.

Recommendations to other buyers: More companies need to invest in this

Best piece of software ever!

Aug 04, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's incredibly easy to use.

Looks great.

Affordable

Can add as many user as I want - BONUS!

Overall: After many years of sending off proposals, begging for it to be signed and returned to only then be lost in the pile of further T&C's, Business Automation has saved our process. Easy to use, controlled and well managed, the best software we have used to date.

Brilliant Saas - couldn't do without it.

May 05, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Better Proposals is really easy to use. It just works well and gives me a great selection of templates and previous proposals to choose from. It looks amazing and their new PDF export feature is just sublime. Most clients like to print out a proposal to take it to a board meeting and it means that when they do, my proposal will look really good. Clean, easy to read and impressive.

Cons: I would like there to be more control over custom fields / merge tags in the templates. There are a few, like Company name etc, but it would be great to be able to do more with this and setup custom fields to use across all proposals.

Capterra loader

Polished presentation!

Dec 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Wow- moving on up from a basic PDF proposal. This lets you customize, add images, graphics, etc. There are multi-page proposals and they keep improving so it is easier to develop professional proposals quickly. I am able to include all the legal "stuff" to make sure it is all set and signed before I work with anyone.

Cons: I occasionally end up changing the font with a wrong click and then can't get back easily. User error, but I have done it several times... so something is pretty easy to hit accidentally!

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

Capterra loader

People ask me what I use to create my proposals.

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Beautiful, easy to use, flexible. I've learned that the more I work on my templates, the less time it takes to create a really remarkable proposal with high close rates. It feels great when people tell me how great my proposals are. I don't tell them I can produce a fabulous 8 page proposal in about 40 minutes from my client call notes.

Cons: You have to name your text blocks and media files well because there is no preview function.

Overall: 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.

Capterra loader

Great, clean, reliable proposal generation software

May 17, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Customer service is stellar, always willing to hear customer feedback. Clients appreciate the ease of use and how everything is laid out. My salespeople don't have any complaints about using it. Good designs, good library of templates. Really pleased

Cons: Some wonky functionality and smaller breadth of customization, but I'm sure they will be wrapping up these issues promptly

Software at its best.

Aug 04, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It is definitely affordable. Quick to learn as well as easy to use and a lot to offer. Looks great too.

Overall: What a great experience, It is simple enough to understand with No hassle, no fuss. Thank you very much.

Affordable and Professional Proposals

Aug 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to use. No learning curve. And LOVE all of the new templates.

I also love how I receive an email immediately after a client signs the document.

I like how Better Proposal lets me know how long the client has read the proposal- it let's me know if they are serious or not.

The software itself is very simple, and professional. Better Proposals definitely steps up your game with their professional onboarding system.

Cons: I cant think of any. So far I am really happy with it

Create Attractive Proposals

Oct 23, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: If you want to simply and quickly create propsals that stand out, then you can't go wrong with Better Proposals. You can create a proposal that looks like a website, get notification when your proposal is read and keep a tally in your set currency of the number of proposals that you have sent out.

Cons: It has been a while since it was released and although it works perfectly well, there hasn't been any updates or additional features to this tool.

Overall: Great! However, with CRM tools incorporate a proposal functionality, it might not be the best investment.

Capterra loader

helps convert leads into sales

Feb 21, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Overall: it def helps convert leads into sales

Changed my game for proposals a lot and always improving

Apr 04, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: 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.

Overall: I'm far from a power user as I only send out a few proposals a month but they go very smooth with Better Proposals. I love the tracking and signing right in the proposal.

Capterra loader

Not recommended terrible customer service

Jan 18, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: It was very good at first and I even referred other paying customers.

Cons: They recently had a crash that caused major issues. In general there were problems but you learn to just give it a try for awhile. I feel management is very unethical on how they handle consumer relations and would not originally address the issue until I complained to go to my bank. I also felt as a consumer I was treated with discrimination and racism.

Overall: The software was good and perhaps they will improve their crashing issues. Even if they did how I was treated was very unethical when I simply addressed valid issues originally in private. Utterly disgusted. I am happy to provide screenshots and emails to verify my claims and validity. I also have charges from my bank. I feel businesses like this should be exposed. I also have messages from others who messaged me regarding their experience. They would not address my issue so I was going to go to my bank. The CEO threatened me and also told me to stop posting on social media. Such an aweful experience.

Vendor Response

by Better Proposals on January 21, 2019

Just to add a little non-emotional clarity to this situation. Samantha contacted support and asked for help. The CTO responded because it was late at night and everyone had finished. She gave the answer twice and was told it was "too generic". Samantha then threatened do issue chargebacks and demanded a refund. I (Adam, CEO) took over and said she could have the help she wanted or the refund she's demanded. She continued to react emotionally and was rude and ultimately wasn't listening so we made the decision to refund her everything she's ever paid us and give her a free month to switch to another platform.

She wasn't affected by any outage at all.

It's a shame both parties have had this experience. Not everyone is a fit for every company and that's evident here. I hope she finds happiness.

Adam
CEO

Capterra loader

My proposals are finally beautiful!

Aug 30, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Totally Online, white labeled and Zapier lets me connect this directly with Xero to supply an invoice on proposal acceptance and get paid instantly. Proposal tracking features let me see when they've opened and are busy reading and I can make myself available for questions through chat functionality.

Cons: I'd like the option to host on Betterproposals servers with CNAME.

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

Capterra loader

Better Proposals

Aug 08, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: Yesterday I had a question that I needed to be answered right away. Their chat said "be back tomorrow," however, they did get back to me within 5-minutes and solved my problem with grace and ease.

So far, I'm happy and excited to use the product. I always present a Proposal via online video conference before sending it via email. Yesterday I presented my first Proposal and an hour later it was returned with the acceptance signature.

I tried ALL proposal SAAS on the market in 2018 and I THIS is by far the best!

Jul 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Where do I start

- TRACKING - My most favourite feature - I'm able to track what pages my customer's have viewed, the device its viewed on AND how long they spent on each page! So powerful!

- INTEGRATIONS - it integrates with CRMs and Payment gateways!

- POSITIVE FEEDBACK - I can easily walk clients through the proposal and they love it.

- PROFESSIONAL - It makes me look so professional.

Cons: None whatsoever! We love it and all its features. We will continue using the software throughout our onboarding process.

Overall: Being able to track what pages of the proposal my customer has read.

Much better than sending quotes or using a word doc.

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Much more impressive to prospective clients then just sending a quote or word doc. Quality graphics, terms laid out, can put in videos and works on all devices. I closed deals on it right away.

Cons: Could have a few more integrations. Subscriptions work but not on PayPal. They have already added some integrations since I joined though so I would imagine that continues.

Overall: More sales.

Vendor Response

by Better Proposals on February 09, 2018

Hey, thanks for the review. Very cool of you and super glad you're liking it. Subscriptions with PayPal are near impossible to get a really nice experience with so we've left it out for now. We will revisit it periodically and hope that PayPal improves.

Get ready to wow your prospective clients with beautiful proposals

May 19, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: 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.

One of the best packages I've bought in recent times

Jul 11, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The time saving compared to traditional proposal writing are huge! What took me over 2 hours to do previously, now takes just 30 minutes.

The ability to make your proposals simple, informative and professional has increased our conversion rate and it's only getting better.

A must buy!

Cons: A deeper integration to our CRM would be useful along with an internal sign off process but the rest of the functionality of the software definitely make up for what it doesn't have.

Overall: Increased conversion rate

Huge time saving

Increase in prospects buying into the brand

Proposal builder that is easy to use and simple to create with.

Jun 20, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Really intuitive and simple to use tool. The most useful feature of this tool are its templates. Reusing templates allows me a speedy start into the proposal creation process. The tool even offers the ability to create templates of your own. With a Stripe integration for immediate payment, Better Proposals is amazing value for money!

Cons: The exported layouts have not been consistently good looking. To be truly effective, I'd like to customize the proposals a bit more and also figure out how to make the visuals a bit better.

Overall: Transparency, Speed

My Essential Tool for Web Development Clients

May 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: The templates make it extremely simple to create a custom proposal for my clients. As an IT consultant with many different projects, I appreciate the variety of proposal templates that are available, as well as how easy it is to modify the proposal for my needs. Thank you!

A great tool. Templates and analytics are powerful.

Jul 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Clients love the simplicity and design fo the proposals. I love the analytics and how it streamlines my workflow.

Cons: No complaints. BP is a crucial part of my tech stack and workflow for services. I've also implemented BP for several clients, even those with a single standard offer--the analytics makes it a great tool for testing and refining offers.

Capterra loader

Compared to the competition this product is the best I've seen for proposals.

Mar 12, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: 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.

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

Jun 08, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Here are a few features I like most about Better Proposals:

They have a lot of templates to get you started with.

No limits on the number of products or services I add in the proposal

Videos can be embedded.

Chat integration, for example, we can embed Zendesk Chat, on the proposals.

and their Analytics. Love how it shows how much time a client have read the proposal page.

Cons: CRM integration requires a higher plan.

No merge tags, yep, they currently do not have this. This feature is a HUGE necessity to save time and avoid errors, REALLY MUST IMPLEMENT!

No API. I would love to have a slack integration aswell.

Overall: Proposals are always great with Better Proposals!

Vendor Response

by Better Proposals on June 11, 2017

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

Capterra loader

Send Beautiful Proposals and Save Dozens Of Hours Doing So

Apr 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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 .

Cons: They used to only have a handful of templates available but have since added over 100 templates to choose from.

Overall: I save dozens of hours a month on proposal writing

Capterra loader

Beautiful Proposals

Sep 04, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I'm able to quickly put together a beautiful proposal.

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

Overall: I'm a travel agent and wanted to improve my proposals for my clients. I tried out several proposal platforms and Better Proposals was my favorite. It's very easy to use and my clients love their proposals. I'm slowly creating templates for the resorts I sell and once those are done it takes me mere minutes to deliver a proposal. The analytics are incredibly helpful. I love Better Proposals and have been recommending it to my colleagues.

Better Proposals has both simplified AND up-levelled my sales process.

Apr 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It doesn't just allow me to create proposals that look great, I'm able to observe how my potential clients use and react to the proposal. Allowing me to follow up at the right time with the right information... to gently nudge them over the line.

Cons: My only bug bear with Better Proposals is that I can't switch off the .00s for cents / pence. There are enough 0's in my prices to begin with. If they get that sorted I'll bump my rating from 99% to a full 100%!

Capterra loader

Really good, the app is great and the creators are always releasing new features.

Oct 12, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Overall: It saves time and improves my conversions.

Because it's easy to use and already have some really cool templates, it allows me to create great proposals really fast. But also, it allows my leads to pay in a simpler way, reducing the process and improving the experience.

Capterra loader

Ultimate timesaver software

Mar 06, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

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

Proposals on Steroids

Mar 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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!

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

Overall: Ease of getting proposal signed and paid for!

Full, Detailed Proposals All Online

Feb 28, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Better Proposals provides me with all the functionality and resources I need to build professional, online company proposals for clients. There is nothing you can't do with them.

Cons: Honestly can't think of anything I don't like about them. Maybe need the ability to add more than one signature line on the proposal, but other than that they are top notch.

Overall: I use Better Proposals to build and deliver proposals for clients in the web design, graphic design, and app design fields.

Capterra loader

Excellent software and support! Best proposal software out there

May 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything - Ease of use, support and quick response time, features, etc. The support team responds within minutes of asking a question.

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

Great time saver

Jun 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: Time saver

BEWARE OF THE OWNER; HE IS NOT CONSIDERATE AND UNETHICAL.

Jan 09, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Decent program, lots of good updates other than the ethics of the owner.

Cons: The customer support is terrible. The owner is very rude.

Overall: TERRIBLE CUSTOMER SERVICE. I as unaware that early adopters could not trade their lifetime license. I made a post to sell mine and the CEO immediately messaged me and said you cannot do that and closed my account without any warning or discussion with me. I was not aware it was against the terms as it was not the current when i purchased the LTD. He was very rude and made me feel betrayed. I basically gave him my money and he took it and run; in essence, stealing my money and not giving me my account. If he simply would have made me aware of it and discussed it saying if you do your account will be closed, then I would have had no problem keeping my account and finding a use for it. Very bad way to do business and not ethical whatsoever! BEWARE.

Capterra loader

Great Value

Feb 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Great, easy to use and slick user interface, great value, awesome free templates.

Cons: I wish I could just send customers a link to a proposal without first emailing it to them inside of better proposals.

Capterra loader

One of the best tools, by far, for anyone building/growing their business.

May 31, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's that one piece of the puzzle that forces you to figure out a whole bunch of other things about your business that are CRUCIAL, but you haven't really given enough thought before.

Once you have a proposal that converts, you KNOW that you're doing things right.

And betterproposals.io makes it super straight forward. I've gotten nothing but praises from all sides. Can't recommend this tool enough.

Cons: There's nothing to dislike. I'm really impressed. Team clearly know what they are doing.

Overall: Apart from communicating my offer clearly and in style to my customers, it has helped me figure out a hole range of things about running my business, not the least being how to effectively take payment. Sooooo important.

Capterra loader

Almost dangerously good

Jan 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's so easy to create professional proposals that convert like crazy. The best I've ever found, bar none

Cons: Formatting the text is sometimes not straightforward. Some of the menu options are well-hidden, to put it mildly! However their support is fast and effective if you do get stuck with anything

Overall: Higher conversion ratios, less time spent preparing quotes

Ever since I've found these guys I haven't looked elsewhere

Jul 19, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It solved the challenges I had:

Easy Interface

Tracking

Beautiful Templates

Ease of video/image integration

Responsiveness

Cons: I'll update when I run into something. So far the pros have me leaning in the "happy smiles" direction, the other stuff that could be missing or problematic is probably insignificant right now.

Wonderful Product

Aug 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love how professional Better Proposals looks, I have received SO many complements on how professional my proposals look from every client that I send one out to.

Cons: The only thing that I would say I like least, is when you hit the 'next' button when you are adding in content it takes you to the send proposal screen.

Excellent go-to for simple and powerful creative proposal production

Jun 01, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple user-interface, great features, amazing value for the money. You can create a very professional looking proposal in minutes!

Cons: There could be a little bit more functionality surrounding multimedia integration, but overall it has everything you need!

Overall: The ability to quickly and easily craft creative proposals to send to clients