Better Proposals

Better Proposals is  proposal management software that helps streamline the process of submitting, tracking, and managing proposals. The software offers a library of customizable templates to ensure that users can create a professional-looking proposal without any design experience. Each template has been optimized for mobile devices so users can access their proposals on the go. Once a proposal is created and sent out, Better Proposals enables users to track its progress from start to finish. It offers an automated workflow that notifies users when their proposals have been viewed or accepted and keeps all related documents in one place. 

The software provides real-time analytics on how a recipient interacts with a proposal so that organizations can adjust it accordingly should it need any changes or improvements. Better Proposals offers a secure payment portal where clients can pay directly without leaving the platform. Additionally, users have control over who has access to what data with customizable user settings; this allows businesses to keep their data safe while allowing team members to collaborate on projects if needed. 

Better Proposals Features

Better Proposal is a cloud-based proposal software that makes creating and sending proposals simple. The following are some of Better Proposals’ key features:

Smart proposal creation

Better Proposals provides users with tools to create and send professional-looking proposals quickly and efficiently. This feature incorporates a powerful template editor and an interactive component library, making it easier to tailor-fit proposals to the customer’s needs. It enables the creation of custom cover pages, outlines, and pre-filled templates so users can craft their proposal exactly how they want it to look. Users also have access to over 200 fully customizable proposal templates, allowing them to create pitches and price quotes instantly with just a few clicks. 

Live chat integration

Better Proposals’ live chat integration feature allows users to streamline their communication no matter which platform they are working on. This user-friendly feature provides a secure and easy way to integrate the live chat features of popular third-party platforms like Intercom or Drift into Better Proposals. With this integration, users can save time and money while still providing superior customer service.

Contract lifecycle management

Better Proposals allows users to customize, monitor, revise, and approve contracts from one centralized platform. This is beneficial as it helps organizations streamline and manage the entire contract cycle in one location. Furthermore, it allows administrators to oversee contracts easily and ensure that the documents are kept up-to-date and in line with industry compliance. Users can remain conscious of where they are in the contract process while keeping organized and on top of their contracts.

Built-in templates

This feature provides users with an easy way to create professional-looking proposals. The web-based platform offers several templates with customizable fields, pre-filled with information commonly found in formal proposals. This enables users to rapidly create documents in a fraction of the time by simply replacing and customizing product descriptions and service offerings to suit their specific proposal needs. Better Proposals allow for localized language capabilities, so users can easily translate their pitch into many different languages. 

Document analytics

Better Proposals’ document analytics feature provides an array of detailed and in-depth insights into the performance of any given proposal, such as the time spent by prospective customers reviewing a proposal—allowing users to personalize content for more optimal sales performance. Furthermore, users can track user interactions, link clicks, and how long files are stored within the platform, helping them assess where improvements could be made.

Electronic payments

Better Proposals offers a safe, secure environment for businesses and customers, eliminating any chances of financial data being leaked or stolen. Businesses can save time by automating billing processes such as invoicing and invoice reminders, reducing manual labor, and freeing up resources for more value-adding tasks. Members can seamlessly connect multiple bank accounts for easy bookkeeping and financial tracking. Additionally, the electronic payments process allows merchants to view detailed reports on incoming payments and keep track of them, allowing for more efficient customer tracking and management.

Contact management

This feature helps streamline the process of connecting and managing customer relationships. It allows users to easily store client data, such as contact information, a preferred communication method, or conversation history, in one place. Users can also customize, segment, and filter clients based on different criteria. Better Proposals provides users with an efficient means of tracking progress throughout the sales cycle and ensuring that all conversations remain connected to their respective customers, making it easier for teams to effectively manage deals and maximize the value of the customer relationship.

Digital signature

Better Proposals’ digital signature feature allows users to securely sign contracts and documents online, with no need for paper copies. Through this feature, users have the ability to easily add signatures to existing contracts and documents. All signature data is protected and guarded against any unauthorized third parties. Digital signatures are an efficient way of managing contracts and documents while ensuring they are secure and valid. Better Proposals offers digital signatures as an additional layer of security that their clients require without sacrificing convenience or efficiency.

Document management

Better Proposals’ document management feature helps teams streamline their proposal workflow and keep track of important documents such as contracts and brochures. This feature allows users to organize documents into separate folders, sort them by recipient or date, and quickly search for specific documents when needed. It lets users sort proposals with different tags and categories to keep everything organized. This feature also includes unique search capabilities that quickly find relevant documents across multiple folders. Moreover, shared folders enable teams to collaborate securely with real-time tracking of changes and updates. This helps increase efficiency by reducing the need to download and print out documents continually.

Pipeline reports and management

Better Proposals’ pipeline reports and management feature is a comprehensive solution for sales professionals seeking to gain quantitative insight into their company’s operations. It includes real-time pipeline tracking, enabling businesses to see what deals are in progress, how much money they’re making on each sale, and when the next payment is due. Along with providing important data points, users can also manage customer communication through task reminders and customizable email templates–ensuring that all the necessary steps are taken to close deals efficiently. 

Better Proposals Benefits

Better Proposals is a powerful proposal automation tool that helps businesses save time, increase win rates, and streamline the proposal process. It offers helpful features such as digital signing with e-signatures, payment forms, letter of agreement tracking, and client management tools. Users can expect the following benefits from their Better Proposals subscription:

Tracking features 

Better Proposals also offers tracking features that allow businesses to monitor the progress of their proposals in real-time. They can see when the recipient opens the proposal and what pages have been viewed. This information can inform follow-up strategies, ensuring that businesses maximize the success of each proposal sent out. Furthermore, automated reminders can be set up, so users don’t worry about forgetting important dates or deadlines. 

Ease of use 

Better Proposals is designed with ease of use in mind. The user interface is intuitive and easy to navigate, making it simple for anyone to create an effective proposal. It also provides templates that make it easier to format proposals quickly without sacrificing quality. It has drag-and-drop features that allow users to customize content to their preferences and insert images, videos, or other media files into the proposal. 

Collaboration and data security 

Better Proposals make it easy for multiple people within an organization to collaborate on creating a single proposal while keeping data secure. Multiple users can work simultaneously within one account without worrying about data being compromised due to the platform’s high-security measures, such as two-factor authentication. There’s also an option for clients or team members outside the organization to provide feedback directly into the document using annotation tools. Better Proposals’ live chat integration enables businesses to set up real-time customer service interactions with minimal effort. This feature allows companies to automate responses and quickly answer customer questions to provide the best support possible. 

Better Proposals pricing

Better Proposals allow users to choose the most important features for their business. The Starter plan is the most affordable, starting at $19 per user per month. It includes up to five proposals per month with payment integrations and access to the content library. The Professional plan, priced at $29 per user, is designed for companies that need more than just basic features. This plan gives users up to 50 proposals per month, along with CRM integrations and custom domains. The Enterprise Plan is the most comprehensive option, starting at $49 per month. With this plan, users get unlimited proposals per month along with all features plus additional customization options. Better Proposals offers a 14-day trial upon sign-up.

Conclusion

Better Proposals is a cloud-based proposal software that enables businesses to create documents such as quotes, contracts, invoices, and other types of proposals, which can be customized as needed. The software helps users track how many proposals have been sent out and how many have been accepted or rejected, helping them better understand which strategies work best for their organization. Better Proposals provides various features such as drag-and-drop editing, pre-made templates, real-time collaboration tools, and digital signature support. Its integration with popular apps like Slack allows users to keep their teams informed on the progress of each document in real-time. Better Proposals offers analytics that allow users to gain insight into how well their team is performing at every stage of the sales process, from writing a proposal to closing a deal.