Articles and Guides

Learn how to set up your Better Proposals account, import templates, and more.

Settings account
Set up your account in 30 minutes or less
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Roll out across the team
Roll out Better Proposals across Your Team
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Import Microsoft Word to Better Proposals
How to Import your Proposal Template from Microsoft Word
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Import Indesign to Better Proposals
How to Import your Proposal Template from InDesign
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Switching from competitor software to Better Proposals
Switching to Better Proposals?
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Email Whitelisting with Better Proposals
Maximize Deliverability of your Documents with Email Whitelisting
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Email Whitelisting with Better Proposals
Zapier and Better Proposals: Work Smarter by Doing Less
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Email Whitelisting with Better Proposals
Design the Perfect Template with Better Proposals
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What our customers love most about Better Proposals

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Quick and easy setup

“I decided to go with Better Proposals as their templates not only resonated with me and my clients, right out of the box they worked. There was little or no tweaking.”

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Keith McMean
33Digital
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Keith McMean 33Digital

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"After looking around at different proposal template solutions I decided to go with Better Proposals as their templates not only resonated with me and my clients, right out of the box they worked. There was little or no tweaking. I tried the free trial and instantly fell in love with it. Now I have signed up for the paid version I couldn't be happier, and neither could my clients as I won a new client using Better Proposals in the first week. If your looking for something that's simple to use but highly effective sign up and join us making Better Proposals."

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Beautiful design - on any device

“Not only does it look good, it's incredibly practical, easy to navigate for us and our clients, and looks just as awesome on mobile as it does on a desktop.”

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Graham Myles
Intell Marketing
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Graham Myles Intell Marketing

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"Better Proposals has changed the way I do business and taken my business from appearing okay to potential clients, to a complete professional look that stuns at first sight. Not only does it look good, it's incredible practical, easy to navigate for us and our clients, and looks just as awesome on mobile as it does on a desktop. I'm so glad I have Better Proposals as part of my arsenal for closing deals. I know it makes a huge difference. Thank you so much!"

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Fast document creation

“What took me 2 hours to prepare before, now only takes a few minutes and carries much more WOW factor.”

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Nikki Takahashi
Fetching Finn
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Nikki Takahashi Fetching Finn

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"Better Proposals has completely elevated the way I do business. The customized layout not only looks slick, but allows me to share link pt-2xs and samples, which means more value for the potential client. Now that my template is set up, the time savings is ridiculous. What took me 2 hours to prepare before, now only takes a few minutes and carries much more WOW factor. I have to purposely delay sending the proposals after a sales call just so the sheer speed of the process doesn't look questionable on the other end! Just yesterday, a new client commented that they were "blown away" by the look of the proposal and signed shortly after receiving it. Thank you, Better Proposals! Best investment I've made for my business brand image and efficiencies."

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Total customization

“The ability to customise pages and integrate any media is truly putting us at the forefront of our game.”

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Neil Longuet-Higgins
SIS Digital
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Neil Longuet-Higgins SIS Digital

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"The reaction from our customers has been very positive, many even asking where they can buy it. It saves us time and being a digital company allows us to present our products in a colourful, professional way. The ability to customise pages and integrate any media is truly putting us at the forefront of our game."

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eSignatures and payments

“One of my clients remarked to me the other day that he was actually surprised that I was able to get him to sign a contract so quickly.”

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James York
Oscar Diggs Digital
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James York Oscar Diggs Digital

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"Better Proposals makes the process of going from cold call to closed deal seamless. One of my clients remarked to me the other day that he was actually surprised that I was able to get him to sign a contract so quickly - and he attributed it to how easy my tools were to use! Once you get on board with this service you'll never go back to static PDFs!"

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24/7 customer support

“It's powerful, great looking, and their support is second to none."

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Andrew
Day Two
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Andrew Day Two

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"We stumbled upon Better Proposals by accident and once we saw all that it was capable of, we made the switch and haven't looked back since. It's powerful, great looking, and their support is second to none, so do yourself and your business a favor and try Better Proposals."

Send documents built for tomorrow with Better Proposals

Better Proposals empowers businesses to impress clients, close deals faster, and achieve higher conversion rates.

88%

Higher conversion compared to PDFs or other static documents.

66%

Increase in number of documents sent per month.

50%

Faster document creation

Try Better Proposals Free Today

Start sending beautifully designed, error-free documents that inspire immediate trust with your clients.
Automate tasks, track your deals, and always follow up at the right time.

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