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.
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.
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.