Never Lose Track of Another Deal Again
Track all the actions clients take on your documents from the moment they receive them. Get real-time notifications, see how clients interact with your materials, and use data to improve your sales process.
Track all the actions clients take on your documents from the moment they receive them. Get real-time notifications, see how clients interact with your materials, and use data to improve your sales process.
Better Proposals track their documents
With Better Proposals, you’ll never have to wonder what’s happening with your documents after you've sent them again. We’ll instantly notify you when a client has received, opened, read, downloaded, forwarded, and signed your document.
Use our activity tracking to your advantage by paying attention to the time from sent to opened and time spent on page. Move forward with confidence by gauging your client's level of engagement.
With Better Proposals, you get an insight into your client's state of mind. Are they more interested in the price, the quality of work, or how long it will take?
Our tracking lets you know by showing you which order your sections were viewed in.
Besides knowing what your clients are up to, you can also see how well different documents are performing. Analyze your document statistics to see which templates need more work and improve your sales results.
Hi John, I was wondering if it were possible for us to pay over 8 months instead of 12?
Hey Sarah,
Sure, I'll adjust the proposal right away. Anything else I can help you with?
See which parts of the document your clients are spending most of their time on and reach out in real time through live chat. That way, you can proactively answer questions, alleviate their concerns, and make any necessary changes to ensure the deal is sealed.
No more payment reminder emails or awkward follow ups. Let your clients pay you right after signing with Stripe, GoCardless, or PayPal.
Once they open, you can track which pages they're most interested in
Reach out through live chat as they're reading your document
See if a client has saved a local copy or remove the possibility altogether
Know if they're on the hunt for a second opinion and who they trust most
Let clients sign from any device and get notified as soon as the deal is sealed
Set up client onboarding and collect payments in a smooth sales process