the branding
auto layout
live tracking
clean pricing
analytics
Documents as reliable and as efficient as your services
Your expertise, front and center
Impress clients at first sight, wow them with a smooth onboarding experience, and inspire trust with Better Proposals
Professionalism first
Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documentsMore about branding
One smooth workflow
Gather all the info you need before you start work. Take payments, book calls, create forms, and more.Onboard like a pro
No more guesswork
Get notified about all actions a client takes, always follow up at the right time, and create a great customer experienceWhat gets tracked
Your pricing, your way
Our interactive pricing tables adapt to the way you sell, including optional items, choices, and repeating chargesMore about pricing tables
What others say about Better Proposals
“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. Clients are always impressed when they view a proposal from Better Proposals!”
Shade O.
Website Developer & Online Marketer
Information Technology and Services
“I love it, my customers love it and I never want to be without it again! 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! Better Proposals is the best!”
Benedikt H.
Studio owner
“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!”
Brent R.
Owner
Marketing and Advertising
by finance experts worldwide
Finance templates to get you started
Check out our collection of professionally designed and written templates for finance experts. Edit to make them your own or use them for inspiration while creating your docs from scratch.
Accounting proposal template
Lay out all the details of your accounting services. Get your terms signed and collect payment, all from the same document.
Financial advisor proposal template
Clients come to you for direction, but it’s not easy for them to know what to expect. Use this template to let them know they’re in good hands.
Insurance quote template
Pricing transparency starts with a detailed quote. Include interactive pricing tables to help clients choose a package and optionals.
Bookkeeper job offer template
Spare your candidates from the hassle of physical paperwork. Start off on the right foot and hire them the modern way.Don’t want to use one of our templates?
We get it - you want to let your own creativity shine. Our Editor’s here to help you create the template of your dreams from scratch.Upgrade your business
Between finding the best solutions for your clients and handling last-minute changes, taking your own business to the next level often has to take the back seat. That’s why we’ve done the research for you.
Onboarding Clients With Better Proposals
Forget email threads. Collect all the data you need to start a project right from your documents.
These Types of Customers Are Never Right
Sometimes, you just have to say no to a customer. Here are five types that are more trouble than it’s worth.
Level Up Your Customer Experience
You already know customer experience matters. But what do today’s customers expect from you?
Business Proposal Pricing Mistakes
We broke down real-life web design proposal pricing mistakes. Spoiler alert: it gets worse before it gets better.Have a client that’s not paying?
We’ve got you covered with email templates for forgetful clients, as well as extreme measures you can use in extreme cases.
Connect your workspace
Send personalized documents directly from your CRM, talk to clients in real time using live chat, manage projects, and get the billing handled with no fuss.Documents that work for you, not against you
Better Proposals takes the hassle out of admin work and makes you easier to buy from. Start delivering documents clients want to receive today.14-day free trial. No credit card required. Nothing to cancel.