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About Better Proposals

If you're looking for proposal software that can help you create proposals faster, win more business and impress your clients - this is it. Better Proposals, one of the best proposal management platforms nowadays, gives you all the tools you need to win the job as quickly 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 will speed up your overall sales process and get paid faster.

Simple, yet powerful, this proposal software enables you to create visually appealing and high-converting proposals in minutes. Get started with a 14-day free trial and skyrocket your business.

About PandaDoc

PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.

It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

About Proposify

Proposify is the proposal tool of choice for sale managers and entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.

  • Integrations with the top CRM, accounting, and project management software solutions including Salesforce, HubSpot, Quickbooks Xero, and Basecamp. Improve your efficiency by importing contacts, linking deals, creating projects, and generating invoices.

  • Robust templates and our content library keeps everything (all your sections, case studies, bios, fees, and images) organized in one place to make it faster for your entire team to find and reuse proposal content.

  • Embed videos right within your proposals, giving you the edge over that flat, one-dimensional document from your competition.

  • Robust quoting and interactive fee tables let your clients pick the fees and services they need.

  • Online signatures let clients sign your proposal right away, right in the browser. You can add as many signature lines as you like, for your client and your team. Each signature is also legally binding to protect everyone’s best interests.

  • Request a payment from your clients right in the proposal with our Stripe integration, so you can get paid as soon as they sign off.

  • Schedule friendly, automated reminder emails to go out to your customers who haven't viewed your proposal after a certain amount of time.

  • Notifications let you know as soon as your client opens your email, clicks the proposal link, comments on anything, and (most importantly!) accepts your proposal.

  • Track your documents and proposals to discover juicy details about how your client interacts with them. We tell you which sections they looked at and for how long, plus the amount of time they spent viewing the proposal overall. This valuable insight into what makes a successful proposal can help you improve your proposal game.

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Summary

  • Win more business and get paid faster with simple yet powerful proposals

  • Reporting and tracking features let you see where each proposal is in the sales process

  • Close the deal instantly with digital signature feature

  • Create beautiful, high-impact proposals in minutes instead of hours

  • Unlock your inner sales master

Summary

    No key features associated with this application.

Summary

  • Templates

  • E-Signatures

  • Notifications

  • Content Library

  • Payment Integration

  • Interactive Quoting

  • Reminder Emails

  • Document Tracking

  • Metrics

Pricing

Pay-as-You-Go

$99.00
one-time payment
Included in plan:
  • 10 Credits = 10 Proposals; credits don't have expiry date
  • Analytics and Notifications
  • Every Feature of Better Proposals Editor
  • Digital Signatures
  • Phone and Tablet Responsive Proposals
  • PDF Export
  • Customisable 'Thank you' messages
  • Whitelisting your domain
  • Google Fonts
  • Available in 22+ languages
  • Templates Marketplace
  • Unlimited Templates
  • Template Marketplace
  • Unlimited Covers
  • Content Library
  • Unlimited Templates
  • 1 User Account
  • Detailed Help Docs
  • Live Chat (20 hours a day)
  • Advanced Online Training

Starter

$19.00
1 server(s) / month
Included in plan:
  • 10 Proposals Monthly
  • Analytics and Notifications
  • Every Feature of Better Proposals Editor
  • Digital Signatures
  • Phone and Tablet Responsive Proposals
  • PDF Export
  • Customisable 'Thank you' messages
  • Custom Domain
  • Removing Better Proposals badge
  • Whitelisting your domain
  • Google Fonts
  • Available in 22+ languages
  • Template Marketplace
  • Unlimited Templates
  • Unlimited Covers
  • Content Library
  • Payments Integrations
  • Live Chat Integrations
  • CRM Integrations
  • 1 User Account
  • Detailed Help Docs
  • Live Chat (20 hours a day)
  • Advanced Online Training

Premium

$49.00
1 server(s) / month
Included in plan:
  • 50 Proposals Monthly
  • Analytics and Notifications
  • Every Feature of Better Proposals Editor
  • Digital Signatures
  • Digital Signatures
  • Phone and Tablet Responsive Proposals
  • Phone and Tablet Responsive
  • PDF Export
  • Customisable 'Thank you' messages
  • Custom Domain
  • Removing Better Proposals badge
  • Whitelisting your domain
  • Google Fonts
  • Available in 22+ languages
  • Unlimited Brands
  • Multiple Currencies and Taxes
  • Template Marketplace
  • Unlimited Templates
  • Unlimited Covers
  • Content Library
  • Payments Integrations
  • Live Chat Integrations
  • CRM Integrations
  • Project Management Integrations
  • Zapier Integrations
  • API Integrations
  • 3 User Accounts
  • Adding Additional Users
  • Company Report
  • User Permissions
  • Detailed Help Docs
  • Live Chat (20 hours a day)
  • Advanced Online Training

Enterprise

$129.00
1 server(s) / month
Included in plan:
  • Unlimited Proposal Allowance
  • Analytics and Notifications
  • Every Feature of Better Proposals Editor
  • Digital Signatures
  • Phone and Tablet Responsive
  • PDF Export
  • Customisable 'Thank you' messages
  • Custom Domain
  • Removing Better Proposals badge
  • Whitelisting your domain
  • Available in 22+ languages
  • Google Fonts
  • Unlimited Brands
  • Multiple Currencies and Taxes
  • Template Marketplace
  • Unlimited Templates
  • Unlimited Covers
  • Content Library
  • Payments Integrations
  • Live Chat Integrations
  • CRM Integrations
  • Project Management Integrations
  • Zapier Integrations
  • API Integrations
  • 3 User Accounts
  • Adding Additional Users
  • Company Report
  • User Permissions
  • Detailed Help Docs
  • Live Chat (20 hours a day)
  • Advanced Online Training

Pricing

Professional

$19.00
1 user(s) / month
Included in plan:
  • Up to 5 Templates
  • Unlimited Docs & eSignatures.
  • Document Analytics
  • Document Builder and Editor
  • Custom Branding
  • Pricing Tables and Product Catalogs
  • Email Support

Business

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Templates
  • Phone Support
  • Integrations With CRMs and Other Tools
  • Content Library
  • Manager Approval Workflow
  • Document Expiration Settings
  • Auto Reminders
  • Content Conversion Assistance

Pricing

Tall

$19.00
1 user(s) / month
Included in plan:
  • Unlimited Proposals
  • Unlimited Templates
  • Interactive Quoting
  • Notifications & Metrics
  • Online Signatures
  • Content Library
  • PDF Export
  • Chat & Email Support

Grande

$49.00
1 user(s) / month
Included in plan:
  • Everything in Tall +
  • Standard Integrations
  • Auto Reminders
  • Custom Fields & Variables
  • Workspaces
  • Payments
  • Custom URL
  • User Roles & Permissions
  • Approval Workflow
  • Chat & Email Support

Venti


1 user(s) / month
Included in plan:
  • Premium Integrations
  • Advanced Reporting
  • Premium Support
  • Onboarding Services

FAQs

    Does this service offer an API?
  • Better Proposals offers API integrations on Premium and Enterprise plans.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can have multiple users and work on your proposals together.

  • Does this service offer guides, tutorials and or customer support?
  • Better Proposals has an outstanding knowledge base. From Proposal University and Proposal Reports to their Blog with numerous articles about proposal writing, developing sales process, client management and winning business - you will find lots of informative content on their pages.

  • What is this service generally used for?
  • It's used for creating and sending high-quality proposals, contracts, sign-offs, brochures, quotes and statements of work.

  • Who are the main user groups of this service?
  • Whether you're a freelancer, small business or an enterprise, Better Proposals is a great choice for boosting your sales.

  • Does this service integrate with any other apps?
  • Better Proposals has lots of Integrations. When speaking about CRMs, they have integrations with Active Campaign, Agile CRM, Base, Capsule, Close, Freshsales, Highrise, HubSpot, InfusionSoft, Insightly, Nimble, Pipedrive, Prosperworks, Salesforce, Salesflare and Zoho. You can also allow your clients to pay you immediately after signing your proposal, with Stripe, PayPal or GoCardless. If you decide to put Live Chat on your proposals to answer the questions of your clients, Better Proposals integrates with Boldchat, ClickDesk, ConvertFox, Crisp, Drift, Intercom, JivoChat, LiveChat, Olark, PureChat, Tawk.to, Userlike, Velaro, WhosOn, Zendesk and Zopim. When speaking about Project Management tools, you can connect Better Proposals with Asana, Basecamp, Teamwork, Trello or Wrike. Furthermore, you can always use Zapier to connect with thousands of different apps to automate a whole range of processes.

  • What are some applications this service is commonly used in tandem with?
  • Better Proposals software is often used with CRM tools. This combination is perfect for those who want to scale their client management and sales processes.

FAQs

    Does this service offer an API?
  • PandaDoc offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.

  • Who are the main user groups of this service?
  • Main users of PandaDoc are SMEs and large enterprises.

  • Does this service integrate with any other apps?
  • Yes, it integrates with: Xero, SugarCRM, Zendesk, Base CRM, Zoho CRM, Dropbox, Capsule, Nimble, Microsoft Dynamics CRM, Salesforce Sales Cloud, Pipedrive, Insightly, Box, Stripe, Nutshell CRM, Close.io, SalesforceIQ, ProsperWorks CRM, HubSpot CRM.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM applications.

  • What platforms does this service support?
  • This is a web-based platform with Android and iOS mobile apps.

  • What is this service generally used for?
  • This is a complete digital document solution.

FAQs

    What is this service generally used for?
  • Proposify is business proposal software that streamlines the creation of quotes, contracts, and other sales documents, allowing sales professionals to get beautiful documents in their clients hands faster, and close more deals.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. For customer support you can view our Knowledge Base of helpful articles, or write into support using the widget in the bottom right corner of your screen when you are logged in, or writing to us at [email protected]

  • Does this service integrate with any other apps?
    • Salesforce
    • Hubspot
    • Drift
    • Infusionsoft
    • Pipedrive
    • Insightly
    • Zoho
    • Highrise
    • Quickbooks
    • Xero
    • Freshbooks
    • Podio
    • Harvest
    • Basecamp
    • Zapier
    • Stripe
    • Olark
  • Who are the main user groups of this service?
  • Proposify is designed for sales teams who deal with one-to-one personalized sales. Creating beautiful sales documents like proposals, agreements, quotes, and contracts doesn't need to be that hard, and doesn't need to take that long. Proposify is here to help.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Proposify is commonly used alongside CRMs, accounting software, project management software, chat software, and billing software. For more information check out our integrations.

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Proposify has a feature called Workspaces.

    Workspaces (AKA Teams) acts as a "sub account" within your Proposify account. It allows you to create a separate entity within your account that has separate branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage your franchises.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Better Proposals
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses PandaDoc
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Proposify
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Portuguese, Greek, Danish, Polish, Norwegian, Finnish, Russian, Italian, Hindi, Dutch, French, German, Spanish, English, Swedish
Regional Restrictions:
No restrictions.
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