# Better Proposals Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Better Proposals the right Proposal Management solution for you? Explore 166 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/153794/Better-Proposals/reviews

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Better Proposals

4.8 (166)

[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/)

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Last updated March 13th, 2026

# Reviews of Better Proposals

Ease of use

4.7

Customer Service

4.8

## Pros and Cons in Reviews

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

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

SH

Sunny H

OwnerMarketing and Advertising, Self-employedUsed the software for: 1-2 years.

“The platform allows me to leverage graphic design, ease of use (point & click), and sales strategy (pitch & content).“

November 2, 2024

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

DM

Dean M

CEOInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years.

“These elements not only streamline the proposal creation process but also provide valuable insights into client engagement, significantly improving the odds of closing deals.“

October 30, 2023

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

DM

Dean M

CEOInformation Technology and Services, 2 - 10 employeesUsed the software for: More than 2 years.

“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.“

October 30, 2023

gb

georgia b

ceoMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years.

“it is not mobile optimized on the user side..“

May 21, 2023

## Showing most helpful reviews

Showing 1-25 of 166 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Greg A.  
President  
Marketing and Advertising  
Used the software for: 2+ years

### "A huge timesaver for agencies who write a lot of proposals. "

November 3, 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

SH

Sunny H.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Better Proposal is WAY BETTER for Business"

November 2, 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.

Switched from

[ClickFunnels](https://www.capterra.com/p/156583/ClickFunnels/)[Kajabi](https://www.capterra.com/p/154682/Kajabi/)

I needed something more suitable for high-end offers and prospects.

Review Source

ED

Eddy D.  
President  
Marketing and Advertising  
Used the software for: 2+ years

### "A Solid Proposal Tool with an Outdated Page Editor"

April 28, 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

TJ

Travis J.  
Producer  
Photography  
Used the software for: 2+ years

### "Not as good as the competition and dishonest leadership"

December 21, 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.

Alternatives considered

[Proposify](https://www.capterra.com/p/133332/Proposify/)

Reason for choosing Better Proposals

I had the opportunity to pick it up as an early investor while they were still kinda developing the software and adding features.

Switched from

[Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)

Looking for something more presentable and nice looking

Review Source

Jason C.  
President  
Marketing and Advertising  
Used the software for: 1-2 years

### "Fantastic Support and Nice Experience for Leads"

January 28, 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.

Alternatives considered

[Proposify](https://www.capterra.com/p/133332/Proposify/)

Reason for choosing Better Proposals

We ended up staying with Proposify only because we're so deep into it now.

Review Source

Nick F.  
Owner  
Marketing and Advertising  
Used the software for: 2+ years

### "Satisfied Customer"

March 3, 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.

Alternatives considered

[PayPal](https://www.capterra.com/p/207944/PayPal/)

Reason for choosing Better Proposals

The presentation that Better Proposals provides is far superior to any system on the market. I know my prospective clients and repeat clients are always impressed.

Review Source

VR

Verified Reviewer  
Director  
Information Technology and Services  
Used the software for: 6-12 months

### "Good Proposals"

April 16, 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.

Alternatives considered

[Nusii](https://www.capterra.com/p/138512/Nusii/)

Reason for choosing Better Proposals

Mostly pricing of their starter tier, was much more affordable than competitors at the time.

Switched from

[Google Docs](https://www.capterra.com/p/160756/Google-Docs/)

Google Docs is fine enough for printed documents, but has many issues if we want to create a nicer cover page and specially if we want to export as PDF with high quality images.

Review Source

Shade O.  
Business Owner  
Information Technology and Services  
Used the software for: 1-2 years

### "Beautiful Proposals Made Easy!"

December 28, 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.

Switched from

[Proposify](https://www.capterra.com/p/133332/Proposify/)

At the time, CName implementation on Better Proposals was easier to implement (at the lower paid plans) than on Proposify. Not sure if that has changed but that was my experience when I first turned to Better Proposals.

Review Source

MM

Martin M.  
Director  
Marketing and Advertising  
Used the software for: 2+ years

### "Great Proposal Software"

March 21, 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

RE

Raul E.  
webdesigner  
Design  
Used the software for: Less than 6 months

### "Its easy to use but could improve some points"

March 26, 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

Alternatives considered

[Proposify](https://www.capterra.com/p/133332/Proposify/)

Reason for choosing Better Proposals

betterproposals is cheeper than Proposify

Review Source

DO

David O.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "It's Better Proposals then daylight second.."

September 26, 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

SD

Shay D.  
CEO  
Human Resources  
Used the software for: 2+ years

### "Loved this product"

June 24, 2024

5.0

I loved using Better Proposals. It integrated well within our business. It allowed us to bid for work on a professional level.

Pros

Easy to use, allowed us to make sure that we could customise our proposals to each client and in a short time. A very professional system.

Cons

I can't think of anything I didn't like.

Reason for choosing Better Proposals

It allowed us to customise what we needed and how we were being presented. I loved the professional and easy of use.

Review Source

JR

Joshua R.  
CEO  
Computer Software  
Used the software for: 1-2 years

### "Elevating Proposals to Art: A Personal Endorsement of BetterProposal.io"

November 10, 2023

5.0

Every time I send out a proposal crafted with BetterProposal.io, I do so with confidence, knowing that it's not just the content but also the presentation that will stand out to my clients. This product doesn't just lead the pack; it outshines the competition with its user-friendly interface and innovative features. It's a game-changer for professionals who want to make a lasting impression.

Pros

As someone who's explored various proposal software, I've found that BetterProposal.io truly shines as a standout product. Its intuitive design and user experience immediately set it apart. With BetterProposal.io, creating a proposal is not just about getting the job done; it's about crafting an experience for the client. The high-quality templates and interactive widgets like pricing tables, live chat, and e-signatures elevate my proposals to a level of professionalism and interactivity that I haven't seen matched elsewhere.

Cons

I have not found this product to have any cons.

Review Source

NL

Nick L.  
Director  
Hospital & Health Care  
Used the software for: 2+ years

### "We've found it great for conversions"

November 18, 2023

5.0

We have found it really useful for recruitment of clients and find it helps with conversikns

Pros

Our potential clients can get all the info they need in one place and ability to track opens is really useful to proactively follow up.

Cons

The template editor UX could be better, should be easier to copy sections and columns are hard to work with.

Reason for choosing Better Proposals

We didnt look at other products as it met our needs and was reasonably priced.

Review Source

MC

Matthew C.  
Founder  
Marketing and Advertising  
Used the software for: 1-2 years

### "Amazing software to create, send, and track proposals"

June 1, 2023

5.0

We used Better Proposals for our startup - we used them in all of our cold outreach campaigns to generate interest as the digital proposals were easy for our prospects to access and the presentation made it easy to share our services.

Pros

Easy to use/ get set up/ track activity such as opens and clicked, amazing UI to build proposals, and integrated into our payment provider.

Cons

Nothing negative to say - this software works very well and the UI is awesome.

Review Source

VR

Verified Reviewer  
Freelance Web Developer  
  
Used the software for: 1-2 years

### "Brilliant Saas - couldn't do without it. "

May 5, 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  
Digital Marketing Manager  
Marketing and Advertising  
Used the software for: 1-2 years

### "Affordable and Professional Proposals "

August 18, 2018

5.0

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

Review Source

RE

Ross E.  
Artisan  
Construction  
Used the software for: Less than 6 months

### "A great addition to a business "

June 10, 2023

5.0

Pros

Better Proposals is a great asset to my business, it keeps me one step ahead of my competitors with my quotations looking stunning and is definitely having a positive effect in securing more work. The team at better proposals are brilliant! their technical knowledge is brilliant and the entire team offers a very friendly service.

Cons

Being a SME, I'm always on the go, so an app would be great for me to create proposals on the go if you're not so savvy with computers, it's not easy to set up better proposals with Xero accounting software however, in saying this, the technical team went above and beyond in helping me do this which I'm extremely grateful for

Review Source

SJ

Simon J.  
Owner  
Retail  
Used the software for: 6-12 months

### "Support great"

November 24, 2023

5.0

Pros

I am satisfied with everything. Support is great.

Cons

I didn't find anything. all right :)

Review Source

TS

Tom S.  
Owner  
Internet  
Used the software for: 1-2 years

### "Great Software for Online Proposals"

December 3, 2019

5.0

Once you have set everything up you can push out proposals in a very short period of time that wow your future clients.

Pros

The templates make it very easy to create beautiful proposals in a very short period of time. They look good on desktop as well as mobile. Owner often pushes out updates and also gives good tips on how to make proposals better based on data he gathers.

Cons

Design-Wise you don't have a huge amount of blocks at your disposal, but it is more than enough actually to not get lost in too much design and focus on the content of your proposal.

Alternatives considered

[Nusii](https://www.capterra.com/p/138512/Nusii/)

Reason for choosing Better Proposals

Actually I still use both tools.

Review Source

Kathryn P.  
Travel Consultant  
Leisure, Travel & Tourism  
Used the software for: Less than 6 months

### "Beautiful Proposals"

September 4, 2018

5.0

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.

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.

Review Source

BP

Brandon P.  
Marketing  
Marketing and Advertising  
Used the software for: 1-2 years

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

January 9, 2019

1.0

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.

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.

Review Source

Maryle M.  
Founder and Creative Director  
Graphic Design  
Used the software for: I used a free trial

### "Better Proposals"

August 8, 2018

5.0

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.

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.

Review Source

Brett W.  
Front End Developer  
Internet  
Used the software for: 1-2 years

### "Great Value"

February 19, 2019

5.0

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.

Review Source

RT

Ross T.  
Director  
Construction  
Used the software for: 1-2 years

### "Professional "

April 10, 2021

5.0

Pros

When you send a proposal to a potential client, we feel that better proposals puts us in a league well above our competitors. The level of detail it shows really shows our clients we understand there project and also looks so professional compared to any other software we have used. Overall we a extremely pleased to use better proposals and get very excited when we send to our clients. We always ask for there feedback on the software and they are all very impressed!!!

Cons

There is Nothing we do not like about this product

Review Source

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