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Account Basics |
| Account Basics |
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Maxium user seats
The maximum number of user seats you can add.
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| Maxium user seats
The maximum number of user seats you can add
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1 |
Unlimited |
Unlimited |
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Monthly Send Limit
The total number of documents you send per month.
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| Monthly Send Limit
The total number of documents you send per month.
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50 |
50 |
Unlimited |
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Legally Binding Digital Signatures
Secure your deals with built-in digital signatures. Compliant with EU and US electronic signautre legislation.
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| Legally Binding Digital Signatures
Secure your deals with built-in digital signatures. Compliant with EU and US electronic signautre legislation.
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Save Unlimited Templates
Save and use an unlimited number of templates inside your Better Proposals account.
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| Save Unlimited Templates
Save and use an unlimited number of templates inside your Better Proposals account.
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Template Folders
Organize your templates and Content Library elements into folders. Move items between folders by dragging and dropping, set user permissions, and bulk delete unwanted items.
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| Template Folders
Organize your templates and Content Library elements into folders. Move items between folders by dragging and dropping, set user permissions, and bulk delete unwanted items.
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Access From Anywhere
Wherever there's an internet connection, there's Better Proposals.
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| Access From Anywhere
Wherever there's an internet connection, there's Better Proposals.
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Create Professional Proposals in Minutes |
| Create Professional Proposals in Minutes |
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Interactive Pricing Tables
Upsell with style by giving your clients choices and options. All totals are auto calculated.
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| Interactive Pricing Tables
Upsell with style by giving your clients choices and options. All totals are auto calculated.
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Live Collaboration
Get documents out the door faster. Work on a document together, at the same time.
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| Live Collaboration
Get documents out the door faster. Work on a document together, at the same time.
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Inline Commenting
Keep track of changes, leave feedback, and resolve changes quickly.
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| Inline Commenting
Keep track of changes, leave feedback, and resolve changes quickly.
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Content Library
Keep your best work inside the Content Library and save time reusing what works.
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| Content Library
Keep your best work inside the Content Library and save time reusing what works.
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Default Merge Tags
Use built-in merge tags to fill in document details with automatic fields. Save time and do less manual entry.
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| Default Merge Tags
Use built-in merge tags to fill in document details with automatic fields. Save time and do less manual entry.
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Custom Merge Tags
Create your own custom merge tags to automatically fill in deal details specific to your business.
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| Custom Merge Tags
Create your own custom merge tags to automatically fill in deal details specific to your business.
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Look Great on Any Device
Responsive proposal design to work on any device. Viewing and accepting is just as easy on a phone as it is on a computer.
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| Look Great on Any Device
Responsive proposal design to work on any device. Viewing and accepting is just as easy on a phone as it is on a computer.
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Import Word Docs
Modernize your existing templates in just a few clicks thanks to our Doc Importer.
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| Import Word Docs
Modernize your existing templates in just a few clicks thanks to our Doc Importer.
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Stay on-brand |
| Stay on-brand |
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Set Up Unlimited Brands
Add as many brands and brand settings as you need. Simply choose which one to use when sending a document.
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| Set Up Unlimited Brands
Add as many brands and brand settings as you need. Simply choose which one to use when sending a document.
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Custom Domain
Set up a branded URL so your documents look like they're coming from your own website.
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| Custom Domain
Set up a branded URL so your documents look like they're coming from your own website.
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Email Whitelisting
Add your domain to a trusted senders list and increase the deliverability of your emails.
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| Email Whitelisting
Add your domain to a trusted senders list and increase the deliverability of your emails.
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Remove our badge
Remove all mention of Better Proposals for that 100% branded look.
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| Remove our badge
Remove all mention of Better Proposals for that 100% branded look.
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Custom Document Types
Create your own document types to reflect your own internal terminology.
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| Custom Document Types
Create your own document types to reflect your own internal terminology.
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Sell in Multiple Currencies
Sell in multiple currencies from the same account.
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| Sell in Multiple Currencies
Sell in multiple currencies from the same account.
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Use Google Fonts
Use over 1500 Google Fonts in all your documents.
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| Use Google Fonts
Use over 1500 Google Fonts in all your documents.
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Use Adobe Fonts
Sync your Adobe Fonts projects with Better Proposals.
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| Use Adobe Fonts
Sync your Adobe Fonts projects with Better Proposals.
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Upload Custom Fonts
Upload your own font files into Better Proposals.
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| Upload Custom Fonts
Upload your own font files into Better Proposals.
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Send and Track |
| Send and Track |
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Detailed Analytics
See when clients received, opened, read, forwarded, downloaded, and signed and which sections they spent the most time on.
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| Detailed Analytics
See when clients received, opened, read, forwarded, downloaded, and signed and which sections they spent the most time on.
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Real-Time Notifications
Get instant in-app and email notifications about the status of your documents.
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| Real-Time Notifications
Get instant in-app and email notifications about the status of your documents.
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Document Expiry Dates
Set up expiry dates to prevent your documents from being viewed or signed after a certain date or a specific number of days after sending.
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| Document Expiry Dates
Set up expiry dates to prevent your documents from being viewed or signed after a certain date or a specific number of days after sending.
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Company Report
See a full overview of company and team performance, all the way down to which of your templates work best.
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| Company Report
See a full overview of company and team performance, all the way down to which of your templates work best.
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Team Report
See how each of your teams are performing and get the insights you need to ramp up your sales.
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| Team Report
See how each of your teams are performing and get the insights you need to ramp up your sales.
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User Report
See how individual team members are doing and turn everyone into a top performer using actionable data.
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| User Report
See how individual team members are doing and turn everyone into a top performer using actionable data.
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Get Deals Done |
| Get Deals Done |
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Add Multiple Signers
Require more than one person to sign your proposal, or countersign yourself.
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| Add Multiple Signers
Require more than one person to sign your proposal, or countersign yourself.
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Signing Order
Add multiple signatories and set up a signing order for your more complex deals.
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| Signing Order
Add multiple signatories and set up a signing order for your more complex deals.
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Accept Without Signing
Let clients accept with a click of a button and get your deals over the line faster.
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| Accept Without Signing
Let clients accept with a click of a button and get your deals over the line faster.
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After the Signature |
| After the Signature |
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Onboard Straight From Your Docs
Start the onboarding process right after signing straight from your docs. No more emails for the client, less for you to keep track of.
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| Onboard Straight From Your Docs
Start the onboarding process right after signing straight from your docs. No more emails for the client, less for you to keep track of.
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Custom Onboarding Flows
Create your own onboarding flow with call bookings, forms, and redirects.
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| Custom Onboarding Flows
Create your own onboarding flow with call bookings, forms, and redirects.
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Collect Extra Info With Forms
Collect additional project information right after signing. Use default forms or create your own.
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| Collect Extra Info With Forms
Collect additional project information right after signing. Use default forms or create your own.
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PDF Export
Enable PDF export for clients who still keep physical records.
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| PDF Export
Enable PDF export for clients who still keep physical records.
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Integrations |
| Integrations |
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Payment Integrations
Integrate with Stripe, GoCardless, and PayPal and get paid directly from your documents.
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| Payment Integrations
Integrate with Stripe, GoCardless, and PayPal and get paid directly from your documents.
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CRM Integrations
Search for CRM contacts directly from Better Proposals and create documents faster.
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| CRM Integrations
Search for CRM contacts directly from Better Proposals and create documents faster.
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HubSpot Advanced
Automatically update HubSpot deal stages. Create and auto populate documents directly from your CRM.
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| HubSpot Advanced
Automatically update HubSpot deal stages. Create and auto populate documents directly from your CRM.
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Salesforce Advanced
Automatically update Salesforce opportunity stages. Create and auto populate documents directly from your CRM.
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| Salesforce Advanced
Automatically update Salesforce opportunity stages. Create and auto populate documents directly from your CRM.
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Project Management Integrations
Create projects directly from your documents and skip on switching between your project management system and Better Proposals.
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| Project Management Integrations
Create projects directly from your documents and skip on switching between your project management system and Better Proposals.
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Live Chat Integrations
Add a live chat integration to your documents and let clients talk to you as they're reading.
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| Live Chat Integrations
Add a live chat integration to your documents and let clients talk to you as they're reading.
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Zapier
Let Better Proposals talk to all your other apps through Zapier.
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| Zapier
Let Better Proposals talk to all your other apps through Zapier.
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API
Create custom integrations and automations using our API.
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| API
Create custom integrations and automations using our API.
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Team Management and Control |
| Team Management and Control |
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User Roles and Permissions
Set team and user permissions to easily manage access levels across your Better Proposals account.
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| User Roles and Permissions
Set team and user permissions to easily manage access levels across your Better Proposals account.
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Teams
Set up teams to reflect your existing organization and company policies. Assign managers, control team permissions, and generate performance reports.
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| Teams
Set up teams to reflect your existing organization and company policies. Assign managers, control team permissions, and generate performance reports.
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Manager Approvals
Make sure nothing falls through the cracks by sending documents for feedback and approval before they hit a client’s inbox.
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| Manager Approvals
Make sure nothing falls through the cracks by sending documents for feedback and approval before they hit a client’s inbox.
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Content Locking
Restrict editing and prevent accidental or unapproved changes to your documents.
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| Content Locking
Restrict editing and prevent accidental or unapproved changes to your documents.
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Security and Compliance |
| Security and Compliance |
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Two-Factor Authentication (2FA)
Add extra account security by asking for a code in addition to an email and a password.
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| Two-Factor Authentication (2FA)
Add extra account security by asking for a code in addition to an email and a password.
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Password Protect Your Documents
Set a password required to view your documents for that extra level of security.
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| Password Protect Your Documents
Set a password required to view your documents for that extra level of security.
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GDPR Compliant
Better Proposals is compliant with the EU General Data Protection Regulation.
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| GDPR Compliant
Better Proposals is compliant with the EU General Data Protection Regulation.
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US and EU Legislation Compliant
Better Proposals digital signatures are compliant with both EU and US electronic signature legislation.
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| US and EU Legislation Compliant
Better Proposals digital signatures are compliant with both EU and US electronic signature legislation.
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Unique Document Links
Every document gets its own unique viewing link to ensure no tampering.
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| Unique Document Links
Every document gets its own unique viewing link to ensure no tampering.
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Get support |
| Get support |
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Detailed Help Docs
Access our step-by-step help docs to learn how to get the most out of Better Proposals.
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| Detailed Help Docs
Access our step-by-step help docs to learn how to get the most out of Better Proposals.
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Live Chat (20 hours a day)
Our support team is here to help if you get stuck. Simply pop them a message through live chat and they’ll be right with you.
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| Live Chat (20 hours a day)
Our support team is here to help if you get stuck. Simply pop them a message through live chat and they’ll be right with you.
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Personalised Onboarding Call
Get your account set up and your team onboarded in just one call with one of our specialists. Available to accounts with 3+ users.
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| Personalised Onboarding Call
Get your account set up and your team onboarded in just one call with one of our specialists. Available to accounts with 3+ users.
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