Integrate Salesforce
with Better Proposals

Keep the information about your proposal writing where you want it - in Salesforce

Intelligent business tools are the key to your sales growth. That’s what Salesforce and Better Proposals do best when they are integrated

Here are just some of the benefits of using Salesforce + Better Proposals together.

Track all your business operations and current state of your clients
Win more customers easily and make them happy with personalized touchpoints
Create the experience employees need to sell faster and get more done
Automatically find contacts and send them customised proposals
No more spending hours to create a world-class proposal that will win the deal, we’ve got you covered.

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.

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What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) software solution for sales, service, marketing, collaboration, analytics, and building custom mobile apps. With various apps, Salesforce covers all the areas of a good sales process.

Learn about Salesforce

See the Salesforce Integration in action

When creating a proposal, no longer will you need to log into Salesforce to copy and paste contact information.

Simply search in Better Proposals and it’ll automatically find your contacts in your Salesforce account and pull them into Better Proposals.

Then sync an opportunity in Salesforce with your proposal so it posts information like the link to the proposal preview, and when it gets opened or signed for instance.

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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.

BETTER PROPOSALS IN 60-SECONDS

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

It's time to complete the set

Join 8000+ happy customers and enjoy a simpler, faster and more professional way to send proposals.

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