--- title: "Better Proposals Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Better Proposals the right Proposal Management solution for you? Explore 167 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/153794/Better-Proposals/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Better Proposals 4.8 (167) [View alternatives](https://www.capterra.com/p/153794/Better-Proposals/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Better Proposals Ease of use 4.7 Customer Service 4.8 ## Pros and Cons in Reviews RB Rob B Head of Business DevelopmentOnline Media, 11 - 50 employeesUsed the software for: More than 2 years. “It helps us enforce complete brand consistency across every proposal we send.“ September 2, 2026 ED Eddy D PresidentMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years. “The page editor feels outdated compared to more modern drag-and-drop builders. While the platform is useful overall, the editing experience can feel a bit clunky and less intuitive than it should be, especially when you want to make design or layout changes quickly.“ April 28, 2026 RB Rob B Head of Business DevelopmentOnline Media, 11 - 50 employeesUsed the software for: More than 2 years. “Beyond the platform itself, we've found their support team is top-tier—always fast, friendly, and genuinely helpful. Plus, we love that they never stand still; they are continuously innovating and rolling out smart updates that keep us ahead.“ September 2, 2026 TJ Travis J ProducerPhotography, 2 - 10 employeesUsed the software for: More than 2 years. “I found the template builder a little bit clunky with the design and lost my designs a few times as I was learning the platform.“ December 21, 2023 Greg A PresidentMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years. “The great thing about it is that the longer we use it, the faster it gets as every previous proposal can be used as a potential starting point for new ones. “ November 3, 2025 TJ Travis J ProducerPhotography, 2 - 10 employeesUsed the software for: More than 2 years. “The way they still to this day deny this basic integration they promised to these customers - their lack of bug fixes - their rude customer responses when it comes to this top“ December 21, 2023 Jason C PresidentMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “The fantastic support team, and that it provides potential clients with an online experience vs a "document"“ January 28, 2025 AA ALEXIS A FounderStaffing and Recruiting, 2 - 10 employeesUsed the software for: More than 2 years. “Formatting and aesthetics can sometimes be very cumbersome.“ September 10, 2024 ## Showing most helpful reviews Showing 1-25 of 167 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rob B. Head of Business Development Used the software for: 3-5 years ### ""Eight years in, and it's still the best sales decision we've ever made."" September 3, 2026 5.0 Beyond the platform itself, we've found their support team is top-tier—always fast, friendly, and genuinely helpful. Plus, we love that they never stand still; they are continuously innovating and rolling out smart updates that keep us ahead. We couldn't imagine pitching without it! Pros At Zinc, presentation and efficiency are everything. Before discovering Better Proposals, crafting pitches meant battling with static keynotes, PDFs, disjointed formatting, and hours lost on administrative grunt work. It helps us enforce complete brand consistency across every proposal we send. Prospects get an interactive, web-based experience complete with built-in e-signatures and instant payment options. It elevates our image and builds trust. Cons I wish I had found the Better Proposal solution earlier, to be frank, it's designed so simply that anyone at any level can use it. Review Source Eddy D. President Used the software for: 3-5 years ### "A Solid Proposal Tool with an Outdated Page Editor" April 29, 2026 5.0 Pros How simple it is to create professional-looking proposals quickly. It helps streamline the process, saves time, and makes proposals feel more polished and modern. Cons The page editor feels outdated compared to more modern drag-and-drop builders. While the platform is useful overall, the editing experience can feel a bit clunky and less intuitive than it should be, especially when you want to make design or layout changes quickly. Review Source Greg A. President Used the software for: 3-5 years ### "A huge timesaver for agencies who write a lot of proposals. " November 4, 2025 5.0 We have had a very smooth overall experience with Better Proposals. The great thing about it is that the longer we use it, the faster it gets as every previous proposal can be used as a potential starting point for new ones. It also makes it very simple to track open, draft, won, and lost proposals. Pros Better proposals keeps our proposal writing process streamlined, impresses our potential clients with the professional look and feel of our proposals, and saves us time by allowing us to add content to a library that we can reuse as a starting point on future proposals we write. Cons Sometimes the interface can be a little bit clunky with fonts and spacing, but this is minor and is always caught in our proofreading process. Review Source Travis J. Producer Used the software for: 3-5 years ### "Not as good as the competition and dishonest leadership" December 26, 2023 3.0 I found some actions by the founders in how they handled customers who pre-paid for a lifetime account in extremely questionable territory on ethics. Basically they took tens of thousands of dollars of early investors money and gave a lifetime account promising they would roll out online payments for credit cards. When they finally rolled it out, it is a free service for paid plans but they went back on their word for these early investors. They now want a percent of ALL the revenue paid through the platform ON TOP of the actual payment fees from Paypal etc. Except, if you give up your lifetime account and convert to a monthly subscription model, then they don't take a percent of your sales collected. The way they still to this day deny this basic integration they promised to these customers - their lack of bug fixes - their rude customer responses when it comes to this top Pros I like that I can make a proposal, save things as a template, and make a decent looking proposal. Cons I found the template builder a little bit clunky with the design and lost my designs a few times as I was learning the platform. Review Source R Reviewer President Used the software for: 1-3 years ### "Fantastic Support and Nice Experience for Leads" January 30, 2025 5.0 We didn't end up using it much, but the Support was Fantastic!!! Very helpful and amenable. Pros The fantastic support team, and that it provides potential clients with an online experience vs a "document" Cons How limited the layout options were; we could pull off some of the deeper customizations we wanted to in order to match our current website and branding. Review Source R Reviewer Owner Used the software for: 1-3 years ### "Better Proposal is WAY BETTER for Business" November 11, 2024 5.0 I love the platform. I enjoy the creative options for graphic design, the utility, and the attention to detail like facilitating brand colors, logos, and corporate continuity. The customer service reps are usually very helpful and accommodating, and the price point is just right. Pros I LOVE Better Proposals because the platform gives me an advantage over my competitors. It provides a unique digital approach with a polished (aesthetic) without losing utility. The platform allows me to leverage graphic design, ease of use (point & click), and sales strategy (pitch & content). Cons It's not very easy to pull in existing presentations. While I believe there's a way to pull in a PDF or Word Doc and edit it as a Better Proposal Doc, I haven't figured out how to do that effectively. So I have to reproduce some of my existing presentations, pretty much, from scratch. Review Source Nick F. Owner Used the software for: 3-5 years ### "Satisfied Customer" March 5, 2024 5.0 My experience with Better Proposals is always friendly and productive. Pros Better Proposals allows me to send professional proposals to my clients easily and efficiently. My proposals are better than some business's websites. My conversion rates are over 70%. Cons Nothing to dislike, Better Proposals is an ace in my book. Review Source VR Verified Reviewer Director Used the software for: Less than 1 year ### "Good Proposals" April 19, 2021 4.0 I was able to quickly move clients from the lead stage into the negotiation stage. If you are still working on Office/Pages, even Google Docs, you will understand how much time it takes finicking around details. Using their templates was more simple, and once you did some for your most frequent services, new ones would be easier and faster to create. I could also track when users checked on the proposals, and even add a live chat widget so that I could always be available for potential clients. I found a better offer for my needs on another platform, but I would still consider them depending on specific needs. Pros Coming from making Google Docs proposals, this platform was indeed Better. I was able to take advantage of their vast template library and quickly send proposals to clients. I liked how it tracked views for each individual recipient and how the dashboard was able to show you how much sales you have closed. Cons I was using the basic plan and even tho I never maxed their allowed proposals per month, I still found that intimidating. Review Source Shade O. Business Owner Used the software for: 1-3 years ### "Beautiful Proposals Made Easy!" December 31, 2019 5.0 Overall, it is a really great software! If you're looking to create beautiful proposals that impress clients in timely manner, Better Proposals definitely comes through! Pros The template-rich platform makes it super easy to select a template and tweak it for our own individual use-case. It's like someone has done the research as to what you need in a particular proposal and all you have to do is go in and make a few changes to customize it to your particular case. Also, all the proposals are beautiful and easy to navigate by the clients. Clients are always impressed when they view a proposal from Better Proposals! Cons I didn't really like the fact that Zapier integration is only reserved for their higher plans. To me that is somewhat restrictive for those on the lower paid plan as the sooner automation is a part of one's workflow - the better! To reserve that only for the higher paid plans to me doesn't make much sense. Review Source MM Martin M. Director Used the software for: 3-5 years ### "Great Proposal Software" March 25, 2025 5.0 Pros Easy to create templates. Also when you send a proposal you can see what sections clients read and work out if there are any sticking points with your proposals. Cons No cons at the moment. We are really happy with it. Review Source R Reviewer webdesigner Used the software for: Less than 1 year ### "Its easy to use but could improve some points" March 27, 2025 4.0 Pros Its very easy to use, and fast to create new proposals. Cons It could have more option to filter proposals on the admin proposals list. It could have a more flexible way to allow acceptance from clients. For example one button on top "Accept Proposal" dat links to the accept block Review Source R Reviewer CEO Used the software for: 3-5 years ### "Better Proposals is Transforming Proposal Management" November 3, 2023 5.0 My overall experience with Better Proposals has been overwhelmingly positive. The platform has proven to be an invaluable tool for streamlining the proposal management process from start to finish. Its customizable templates have saved us countless hours, allowing us to focus more on client relationships and less on administrative tasks. The real-time tracking features have also provided crucial insights into client behavior, enabling timely and effective follow-ups. While there is a learning curve for some of the advanced features, the benefits far outweigh the initial time investment. Overall, Better Proposals has been a game-changer in enhancing our efficiency and competitiveness. Pros What I liked most about Better Proposals is its user-friendly interface coupled with powerful features like customizable templates and real-time tracking. These elements not only streamline the proposal creation process but also provide valuable insights into client engagement, significantly improving the odds of closing deals. Cons What I liked least is perhaps the learning curve for some of the more advanced features, which might be intimidating for users who are new to proposal software. However, everything else is fantastic. Even the pricing! I think you can charge more! Review Source Brent R. Owner Used the software for: 3-5 years ### "Proposals I would have never done right myself" January 2, 2020 5.0 Better Proposals improved a process that I didn't even know I could improve. I never really used formal proposals before because it was a pain to do a nice one. But Better Proposals introduced me to some new ideas I could use, and potential clients love them! Pros I love how Better Proposals can literally put you in a different level than competitors. Most businesses don't put a lot of thought into their proposals, and most companies don't do anything interactive with their proposals. But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures. And you can do it fast with the great template features. Cons I don't like how some of the features are locked behind some higher plans. Not that they are super expensive, but I would have preferred to see plans based mostly on the number of proposals instead of locking important features away. There are a couple of things that I think MOST people will want to do with their proposals, like Zapier integration, that should be included. Regardless, these are a small number of features that are limited, so it's not a deal breaker. Review Source VR Verified Reviewer Managing Director Used the software for: Less than 1 year ### "This is a quick way to create stunning proposals that will wow and convert your prospects." April 24, 2018 5.0 Increased conversions and improved tracking of proposals to be able to make timely follow ups to close a deal. 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. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "It's Better Proposals then daylight second.." October 4, 2024 5.0 The support is 11/10 they are always there to help, I think I know all of them by name, it's not some random person. I have recently moved most of my customer offerings over to BP as it enhances my brand. Pros It really makes my proposals and documents look so professional. It's clean, modern and is perfect for it's purpose. User friendly. Notifications on actions from customers are just so good. Cons I've worked around most of the things that BP can do better in. But can do with some more capabilities. Review Source VR Verified Reviewer Freelance Web Developer Used the software for: 1-3 years ### "Brilliant Saas - couldn't do without it. " May 9, 2018 5.0 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. Review Source VR Verified Reviewer Freelancer Used the software for: Less than 1 year ### "Beautiful Professional Proposals" July 24, 2019 5.0 I no longer stress about proposals. Better Proposals has made things so simple from setup to acceptance and payment. I feel more confident each time I send a proposal and my increased sales show it. Pros Better Proposals is fantastic! There are so many different templates for any kind of proposal you would need. It walks you through every step of setting it up and makes everything so simple. I especially like that it accepts electronic signatures and allows payment directly from the document. The tracking of the document as to whether it has been opened, read and signed is a big plus too. Cons There's not much I can say for what I don't like. Better Proposals has been a time saver, increased my closed deals and is affordable. Review Source Bruce M. Senior Marketing Operations Specialist Used the software for: 1-3 years ### "My proposals are finally beautiful!" August 31, 2018 5.0 Create visually appealing proposals and cut down the time to create them from 4 hours to 1 hour, max. 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. Review Source VR Verified Reviewer Owner Used the software for: Less than 1 year ### "Much better than sending quotes or using a word doc." February 9, 2018 5.0 More sales. 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. Review Source VR Verified Reviewer Director, Strategic Partnerships Used the software for: Less than 1 year ### "Proposal builder that is easy to use and simple to create with." June 21, 2018 4.0 Transparency, Speed 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. Review Source R Reviewer President Used the software for: 1-3 years ### "BetterProposals has changed how I sell my services - for the better. " April 13, 2018 4.0 A 36% conversion rate and improving! 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. Review Source James M. Founder Used the software for: Less than 1 year ### "Ultimate timesaver software" March 9, 2018 5.0 It saves more than 15 hours per week, with the templates for proposals I have created in the past. 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. Review Source Verified Reviewer Maintenance Technician II Used the software for: 1-3 years ### "Proposals on Steroids" March 28, 2018 5.0 Ease of getting proposal signed and paid for! 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! Review Source Tyler K. Cofounder Used the software for: Less than 1 year ### "Send better proposals" March 22, 2022 4.0 Pros We switched to this tool from sending out slideshows. It’s much better than our Google sheets, that’s for sure! We love the templates and blocks you can create. It’s nice to know when clients are looking or reviewing proposals too! Cons The biggest con is having to email the proposal. The in-tool email is really limited, I never want to use it, so I use a dummy email and then just copy the link to send to my client. Review Source R Reviewer CEO Used the software for: 3-5 years ### "Highly recommend - the product keeps getting better and better" August 13, 2018 4.0 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. 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.