It's Time to Simplify Client Signoff in your IT Support Business

This proven client signoff form speeds up processes, keeps projects on schedule and clients happy. The text, images, colours, your logo - it's all 100% editable.

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IT Project Plan Approval Slide 1
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EVERYTHING INCLUDED IN THIS TEMPLATE

Visually Stunning Cover

As an IT company, you know better than anyone that first impressions are absolutely everything. Wow your clients from the off, with a smart personalized cover that showcases your brand. Why would you settle for anything less? Best of all - you won't have to spend extra hours formatting, because Better Proposals have made it super easy for you.

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IT Project Plan Approval - Visually Stunning Cover

Explaining How it Works

Let those days of 'back and forthing' with your clients go, and start getting your projects nailed down and secure. Without your client's digital signature confirming the details, projects can run on forever. By using this sign off document, you'll speed up your projects, keep your clients happier and have better working relationships with them.

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IT Project Plan Approval - Explaining How it Works

Presentation of Your Plan

You've had the meeting with your client, fully understand their needs and have the proposal signed. You've done the hard work, and come up with the perfect solution to present your valuable work to them in the best way possible.

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IT Project Plan Approval - Presentation of Your Plan

Next Steps with Digital Signing

With Better Proposals, getting a clear 'Yes!' and pinning down clients to a decision is simple and easy. Your client loves your solution? All they have to do is type their name and you have a fully legally binding online signature which commits them to your work.

If they want changes, they can just pop you feedback, and you can re-send. When the work is just right for them, they sign it and job done.

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IT Project Plan Approval - Next Steps with Digital Signing

Milestone Payments

Perhaps you have a payment schedule where the client pays a set amount at a certain stage of the project. Once your client has approved the project details, it's the perfect time to take them to a payment page to collect that next amount. All of this helps you have a better functioning business, faster projects, and happier IT clients.

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IT Project Plan Approval - Milestone Payments

SEE HOW IT WORKS

Your docs, your branding

Set up your logo, brand colors, and fonts once to have them automatically embedded in all your documents.

1. Let's begin

IT Project Plan Approval

Reuse what works

Save your best work into the Content Library and use pre-built blocks to speed up your doc creation.

IT Project Plan Approval
Added Team 1 Block
Added Team 1 Block

Become flawless

Leave embarrassing mistakes in the past. Use merge tags to automatically populate docs with the right information.

  • {{company_name}}
  • {{first_name}}
  • {{last_name}}
  • {{email_address}}
  • {{brand_company_name}}
  • {{owner_first_name}}
  • {{owner_last_name}}
  • {{owner_email_address}}
Click to add a merge tag Click to add a merge tag

Create VIP experiences

Give clients an onboarding experience they won’t forget. Collect extra info with forms, let them book calls, get paid, or redirect them to your website.

What would you like to add?
add form
Add content
Add booking calendar
Add payment step
Redirect users
Add Calendar
Calendly added
Onboarding sidebar Onboarding users after they sign and collecting required information

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?
Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.
You don’t have a template for my industry...what can I do?
Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.
Will my clients see your logo?
That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.
Are my documents secure?
Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.
Can I change my plan after purchase?
Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.
I’m not a designer. How do I make my document look presentable?
Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.
What about custom plans?
Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.
Can you answer another question not listed here?
Yes! We can answer questions in as little as 2 minutes, and we do that 24 hours a day.
Start a chat in the bottom right for a quick answer or email us and we’ll get back to you shortly.

Try Better Proposals Free Today

Start sending world-class, professional looking proposals, with no errors, in way less time.
Blow your clients' minds and your competition out the water.

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