Better Proposals

Better Proposals

5 / 5 57 reviews

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

57 Reviews
Value Ease
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    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!


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

Capterra-loader

Absolutely amazing for creating offers to clients

Jun 19, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: BetterProposals is brilliant for creating professionally looking offers to clients because I can reuse templates and have many items added automatically. Other then that, it allows me to follow exactly how much a client has looked at a proposal and if he read all of it.

Cons: Not much to dislike really, BetterProposals is just amazing at what it does and I wouldn¿t have it any other way !

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
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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.

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
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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

Capterra-loader

I get great feedback on my proposals now

Jun 04, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The tracking. No more 'did you get my proposal?' emails. I can even tell which sections they've viewed, and for how long. This is great for paring down information that doesn't add to the proposal in the future.

Cons: How it deals with images. I'm new to using, so started off with an existing template and altered from there. I detest stock images, and like to personalise them to every proposal, but to do this, I have to add in a new image block, move it to the right place, then delete the old one. It would be much easier if there was a replace image button.

Overall: Proposals that look great and are easy to view.

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
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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

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
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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. Adam and his 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

Amazing little app!

May 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: Love it how easy it is to use and the support is absolutely brilliant! Sabrina is very quick at getting back which makes the experience flawless.

Cons: There is absolutely nothing I could possibly complain about. Hence - there's no such a thing that I dislike about Better Proposals

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.

Good looking and easy to use

May 29, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: If you take the time to set up your default contracts you can quickly reuse them and get proposals out that look awesome.

Cons: Everything is easy to change inside each proposal, except the products/services. You have to go back to products page that is somewhat hidden in the interface. I wish I could change the products ad easy as the product description and the price.

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
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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 tool and far easier and more professional than a word doc template

May 22, 2018
4/5
Overall
4 / 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: Great to see how much time a prospect has spent looking at certain areas. Love the way we can use there images in proposal to highly personalise in a very visual way.
Great that we can use for a number of different services and products we have available

Cons: Images we use can sometimes take extra effort and time to be accepted in the format required , especially around needing to be landscape or portrait.

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.

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

Fantastic

May 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: Saves so much time in preparing proposals while allowing us to appear more polished than out competitors.

Cons: Would be great to have more control over the PDF version of our proposal, such as a custom template?

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
Likelihood to Recommend: 10.0/10 Not
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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!

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!

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

Brilliant, probably the single most important tool in my sales process.

May 04, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Easy to use, I can send proposals on the fly by using templates and making small amendments to them. I like the professional look it provides my business. It helps to build trust with my clients.

Cons: There is nothing that I can fault this product on, It provides me everything that I need it too, the team a supportive so if you have any problems you can reach out to them via live chat.

Really happy with the product, highly recommend for someone wanting to simplify the proposal process

May 02, 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: 9.0/10 Not
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Pros: Continued updates to the product. The system was good to start with and it's getting better. Pleased I got in when I did! Looking forward to its continued development.
Love, love, love that I can put the proposals on on my own domain and send them out through this system.

Cons: Once I lost hours and hours of work from a simple edit. Support were very responsive about letting the devs know what happened. Would like a simple "backup" version of the doc (one only would suffice) as a JIC.
Would like a few more controls over the individual sections on a page, and the html editing.
Don't recommend the cover image - seems terribly slow to load, and configuring is quite limited. Fortunately it's easy to create a proposal without the cover image.

Overall: simplified getting proposals out and faster to do so

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.

Capterra-loader

As the name says, Better Proposals does help you make, well, better proposals.

Apr 30, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Templates! Writing proposals, especially when you're starting from scratch, is hard. They have a number of proposals for many industries.

Cons: The customization options is a bit limited. Many companies usually already have their own "style" for proposals.

Overall: Easier way to write proposals, and it comes will all the bells and whistles such as notifications when your proposal is read, messaging support, and many more.

This is a great way to raise the level of my interaction with clients.

Apr 30, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It makes a very classy first impression that inspires trust, while also simplifying my process of taking a client from lead to satisfied past customer, reducing my workload with templates at the same time.

Cons: There are some limitations related to design, but new features are being added all the time so I'm not worried about this. There is a small learning curve to get over when first using the drag and drop WSIWIG design interface, but once you learn it and templates are set up everything is quite fast.

Capterra-loader

Has made proposal writing 1000% easier.

Apr 21, 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: The customizable templates and end-user experience. Amen.

Cons: That I can't accept payments directly from the proposal (into PayPal, etc) once the proposal is accepted. Amen.

Overall: It saved me tons of 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.

Awesome product for any sales force team!

Apr 18, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The real time editing is what i love most. the ability to change something in the document and have it reflected instantly even from the clients end is great as there is no more delays in changing anything the client wants.

Cons: The application is fine. i have not had any issues with it. the software runs smoothly once you have a stable internet connection

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

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

Great service! - Recommended

Apr 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: Easy to use, right integrations and help us impress with our proposals.
Have gotten great comments from clients regarding the way we present it.

Cons: can't recall one at the moment...
Maybe the customization of the email the client receives could use some additional personalization.

Overall: Better image perception from clients.

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

First time using this product.

Mar 31, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The trial use of this software closed with a good deal. The client mentioned that the proposal was impressive and I owe this to better proposals. The layouts are simple and direct and so should a proposal. The layout forced me to be direct and not over elaborate and oversell. The product can be custom linked providing a branded presentation. I also appreciate the read analytics and tracking. The best feature is the sign and executes a function that puts the close at their fingertips and ready to be executed.

Cons: The layouts are simple and that is helpful. However, they are also a bit unmovable so for complete customization, this may be difficult. But why not give the template a try. Take it from me- it works.

Easy to use. Professional edge.

Mar 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: It is easy to adapt, looks professional and the recipients see a polished proposal. Please don't ask me to write too much - I just end up filling the gap - like this. It will put my off writing a review again when I am tired and feel sympathetic to opening the email asking for a review!

Cons: Sometimes printing it is not always the size I want. Seems to have limited access for that.Please don't ask me to write too much - I just end up filling the gap - like this. It will put my off writing a review again when I am tired and feel sympathetic to opening the email asking for a review!

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!

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
Likelihood to Recommend: 10.0/10 Not
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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.

I love it, my customers love it and never want to be without it again! Better Proposals is the best!

Mar 20, 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 helps me close more deals, it wows my clients, it helps me track the proposals I send, it saves time, it's really a game changer for me!

Cons: I noticed some little bugs here and there when creating and editing proposals. Sometimes (not often) the software freezes or won't let you edit stuff. Not a big deal at all, though, as it was only on very few occasions and only for a few minutes.

Overall: more closed deals & happy customers

Capterra-loader

Easy, transparent, and very positive customer feedback.

Mar 19, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: The page menus make the offer transparent and it gives you control over what the offer is about. It also works excellent on mobile.

Cons: It should have been possible to have more options on font size and fonts. When we use the side menus, it's very late between each time. It loads slowly.

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.

Capterra-loader

Great. It saves time, and I love how easy it is to use this software.

Mar 11, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: I like how simple it is to use. I can template certain proposals, plug and then play. It allows me to close big deals in a short amount of time if I do the work once.

Capterra-loader

The best proposal software hands down! Feature rich. Amazing customer support. High close rate.

Mar 08, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Embed images and videos into the proposal to make them more compelling and interesting. Electronic digital signature. Detailed analytics on where prospects spend time on the proposal. Option to make deposit electronically immediately after signing, templates, beautiful covers, amazing support and so much more.

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.

Great, easy to use software that is simple to use and looks great, with templates to save time.

Mar 06, 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: Once you create templates you can use them easily for future projects.
Looks professional.
Gives the ability to get binding digital signatures for contacts.

Cons: I would like to a bit more functionality with the pricing and how it is set out, I have a few different categories for ongoing costs that clients can choose and it would be great to be able to separate these from the main quote a bit more. Apart from that, it does everything I need it to do and makes my life easier.

Overall: Making proposals faster to create and more professional looking.

So easy to use for me and for my potential clients. I have won great business with this software.

Feb 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love the ease of use and setting up templates is straightforward. Proposals look like mini websites and my clients are so impressed! First impressions count.

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.

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

Capterra-loader

Impressive, innovative product and top notch customer service

Dec 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: What I like most about Better Proposals is how professional and polished the proposals look. Thus far, every single proposal I have sent using the software has resulted in an immediate sale as well as compliments from the client on how nice the proposals look.

Cons: Better Proposals is not the most easy-to-use or intuitive for me personally. I have had to contact customer service several times for help, but the good news is that they are always efficient, friendly and quick to resolve my issue.

Great product - great customer support

Dec 07, 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: Makes getting proposals sent out easy and looks very professional. Clients like being able to view on any device.

Cons: Not being able to alter any products or prices after a proposal is signed. Not really any downsides.

Capterra-loader

A great product with great customer service

Dec 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: If you doing any kind of work that requires you to send proposals, BetterProposals is the best product I've tried. They have several great templates that you can customize easily to fit your needs. And it allows the customer to sign the proposal immediately and also to pay you.

Capterra-loader

Great way to create striking proposals with lots of templates to help get you started!

Dec 07, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The learning curve is not too hard if you're used to cloud-based editing. Powerful features - especially accepting payment right inside of it!

Cons: Be careful that you remain online. I've lost changes to documents when I lost internet connection. The best way to deal with this is to, as you create content, save it as sections in the Library. Edit it there and just drop it in future proposals.

Fantastic

Dec 07, 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: Easy To Use
Professional Product
Templates to get you started
Regular New Features Added
Fantastic Support Team
Proposal Tracking
Electronic Proposal Acceptance

Overall: It is so easy to use and the output is so professional that my customers and prospects love it.

Capterra-loader

Very fast response and they understood exactly what I try to achieve.

Dec 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Better Proposals gives me the opportunity to send out complex proposals fast. The way I can use pre-made templates help me explain to clients what value they're getting, why I use specific methodes or technologies and how I plan to add value. I used other proposal software too, but haven't looked back after I started using Better Proposals.

Cons: I would love to have a better way for 3rd party subcontractors to review and correct/add to the proposal. Sometimes their services need corrections. I'd like to send the proposal to them first, let them edit if needed and THEN send it to my client.

Professionals proposals and less work

Nov 17, 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: 8.0/10 Not
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Pros: The ready-to-use templates by topics, the possibility to store your own template, the possibility to know when the proposals is readen, how many time and the time spent by the client on it.
This app helps me to be more efficient.

Cons: What could be improve is a the layout option for the cover template, the fees on Stripe payment and the text layout options.

Overall: With Better Proposals, I can send clear proposals in less time. I know when the client read it and the time he spent on it. Very valuable to see if we are a good fit to each other.

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.

Simple but well performing proposals!

Oct 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ease of use and the support team that are willing to help! Proposals used to take 3-4 hours and now they can be as quick as an hour!

Cons: They need to add in a bit more customizable options! Most proposals can look the same but I guess it's better to get straight to the point.

Overall: Time saver!

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

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

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.

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.