GoCardless Integration - Better Proposals

What is Better Proposals?

Better Proposals is an online software tool which takes the pain out of writing proposals the old way of producing a PDF. Instead you send your client a beautiful web-based interactive proposal which they can sign online.

It’ll shave hours off your proposal writing time and increase your conversion rates significantly.

What is GoCardless?

GoCardless is a Direct Debit provider that allows you to collect payments direct from your client’s bank. Unlike a Standing Order where you’re reliant on them to send you money, with GoCardless and Direct Debit, they grant you permission and you take the money.

It almost completely removes late payments which improves your cashflow massively. Their fees are incredibly low at just 1% but capped at £2 per transaction with no monthly fees and free signup. We highly recommend you start using GoCardless if you’re based in the UK.

See the GoCardless Integration in action

Immediately after your client signs the proposal, they'll see a page that looks like this. They'll then be redirected to GoCardless to set up their Direct Debit and then sent back. Meanwhile, a charge for the amount you set will be started. Once they've completed it, they'll be sent back, the payment block will go green and let them know the payment is successful.

That money is then processed by GoCardless and will be released in accordance with your collection and payout dates.

Now they're a customer in your GoCardless account, you can start a subscription with 1-click.

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Just some of the features of our famously easy to use proposal editor

Automatic Formatting

Never worry about spacing again, default spacing and sizing mean you can just write.

Images

Insert images full width, as part of your text or neatly wrapping around your text for variety.

Video

Command more attention in your proposals by embedding video from YouTube, Vimeo or Wistia.

Feature Blocks

Liven up your proposals by using coloured blocks with text to break up a page.

Pricing Tables

Simple pricing tables - just put in your products and pricing and everything else is calculated for you.

HTML

Want to customise your proposal further? The HTML code editor lets your creative juices run wild.

Auto-Save

Never lose your work. Whenever you click away or are typing, your work is being saved in the background.

100% Customisable Templates

Use our templates, build your own or do a mix of both. Every template is 100% customisable.

Merge Tags

Pull in client specific information like the company name which reduces the chance of mistakes.

Get Paid Instantly with GoCardless

What is Better Proposals?

What is GoCardless?

See the GoCardless Integration in action

Just some of the features of our famously easy to use proposal editor

See how easy it is to create proposals in this short video

Our Proposal Editor

It's time to complete the set