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Dear John,

Thank you for contacting us and choosing Better Proposals as your document creation and management platform.

As discussed during our meeting, common issues you struggle with include losing track of payments, not getting contracts signed, no central way of storing information, tracking your team’s performance, and overall consistency in documents produced.

We can help by automating as many tasks as possible, setting up approved document templates and content, and training your team in using Better Proposals efficiently.

Ultimately, this will result in a streamlined sales process that eliminates repetitive tasks for your team and lets them focus on closing the sale. At the same time, your clients will love the convenience of accessing documents on any device and being able to sign digitally.

Keep reading and learn how we are going to reach our goal.

Start sending high conversion proposals today

Join 10,000+ happy customers and enjoy a simpler, faster, and more professional way to win more business.

Your New Software

Better Proposals is web-based software for document creation and management.

Access the software from anywhere • No worrying about backups • One central place everyone can log into


eSignatures

Legally binding digital signatures reduce your document turnaround time, add an extra layer of security, and allow your clients to sign from anywhere, on any device.



Payments

No more awkward “payment reminder” emails and
follow-ups. Integrate Stripe, GoCardless or PayPal
and collect payments right after your clients
have signed the deal.



Real-time Notifications

With Better Proposals, you’ll know exactly which stage your deals are in thanks to instant email and in-app notifications. You’ll get notified every time your document is opened, forwarded, printed, or signed.


Live Chat

Answer your clients’ objections and address their
concerns in real time with our live chat integrations.
With Better Proposals, you’ll know how much time
they’ve spent reading each part of your document
so you can follow up at the right moment.


Reports

Stay on top of everyone’s pipeline with company and team reports.

See how many documents were sent, signed, and the average time it took you to close deals. Improve individual performance and make sure nothing falls through the cracks.


CRM Integrations

Pull in contact information directly from your
CRM and reduce the margin of error across your
documents. Connect Better Proposals to your CRM
for automatic deal updates and say goodbye to
manual entry.


Content Library

Save the best pieces of your documents into the Content Library and let your team reuse it in the future. Create a library of approved content that saves time and helps your team work more efficiently.


Proposal AI

Receive tips for proposal improvement before
you send it out. Proposal AI looks at real live data
in your industry to suggest changes that give you
the highest conversion rate possible.


SHOWCASE CASE STUDY

Teaching Personnel

"The Platform is intuitive and user-friendly, saving us countless hours compared with our previous processes

Industry Education | Solution Proposals and SLAs | Company Size 300 - 500 employees

How Better Proposals helped Teaching Personnel save hours on their proposals

Teaching Personnel (part of Supporting Education Group) is trusted by thousands of schools to provide strategic solutions. But with their own documentation stuck in the past, they needed a solution of their own. With Better Proposals, they were able to integrate their custom CRM and seamlessly share proposals that empower their team and convert customers.



About Teaching Personnel

“Making a difference every day through staffing, tutoring and supply”

“Teaching Personnel is recognized for its stringent vetting procedures, career-enhancing CPD Academy, customer experience, and sector specialist approach to school recruitment. Every academic year they provide staff to over 5,000 schools delivering a national service on a local scale from 80 branches. As the leading agency in the market, they deliver exceptional service to schools and job seekers. This means ensuring they always have the best branch staff, in the right locations to meet the staffing needs and career goals of our customers.”


“The search for a digital solution”

With a large number of partner companies, Teaching Personnel was struggling with a lack of consistency in the presentation of their documents, both in terms of content and branding.

Their traditional Word to PDF approach was heavily reliant on the individual accuracy of consultants and the signing process for clients was leaving a lot to be desired.

“The signing process for clients was convoluted; requiring them to print, sign, scan and email back,” explains Group CMO, Anthony Lee.

"Our over-reliance on Word documents gave no central control over what was being proposed to client schools and even when signed, consultants were having to forward the signed documents to the appropriate departments for data capture," adds Business Development Manager, James Marsh.

It was clear that Teaching Personnel needed a change.

“Our Department was searching for a digital solution for school partnership and service level agreements and came across Better Proposals.”

“A huge time saver and helps us look more professional as a business.”


Teaching Personnel adopted Better Proposals Enterprise Plan and have never looked back.

“Being able to create and save templates/content has made the process of putting proposals together far more streamlined and efficient,” Anthony remarks. “Our teams say, it’s so much better than before – really easy.”

“Flexibility and ease for all”

It’s not always easy to adopt a new system, but Teaching Personnel has done so with gusto; sending almost 500 proposals and achieving a consistent 75% conversion rate.

“Better Proposals has facilitated a central platform that allows us to have visibility of our agreement pipeline and signed partnerships. This allows better internal transparency and communications over these agreements.”

Looking at ‘individual wins’ within Teaching Personnel’s use, both Anthony and James noted:

Visuals

“Everything feels clear. The layout is very accessible and our brand is now consistent.”

Going web-based

“Being able to edit proposals which update automatically at the client end is invaluable. This feature is a huge time saver and helps us look more professional as a business. Additionally, being able to resend proposals using a link helps us easily share with multiple recipients.”

Digital Signatures

“There is no more print, sign, and scan process needed. Better Proposals is the professional option for presenting agreements to our client schools and can be signed digitally.”

…and how about end customers?

“When we said we were introducing a new system, they groaned. But they have all been pleasantly surprised. They have fed back that it’s clear, they didn’t feel overwhelmed by information, they like the layout and can very quickly and easily find what they need.”

A final word

Better Proposals is a useful tool for managing agreements and proposals at scale. It has allowed our business to seamlessly share proposals with consistent branding and standardised messaging.

The platform is intuitive and user-friendly, saving us countless hours compared with our previous processes. The platform has been well received by everyone across our business, as well as by our clients.

Anthony Lee
Chief Marketing Officer
Supporting Education Group


Check out Teaching Personnel on their website: https://www.teachingpersonnel.com 

Your Investment

Considering your business needs and the size of your team, we believe that our Enterprise Plan would suit you best. Equipped with all the features you need, it also allows you to: 

  • Send unlimited documents
  • Add more users as your business grows
  • Sell in multiple currencies
  • Achieve a fully branded experience by removing mention of Better Proposals

Pay as you go with the monthly plan or save up to 33% with a yearly subscription - the choice is yours. If you are not happy with our product, you can cancel your subscription at any time.

Free Onboarding to Help
Your Team Get Started

Once you’ve signed up for our Enterprise Plan, you
get a free Onboarding Session with one of our Proposal Specialists. To ensure the quality of the session is up to standard, the number of users participating is limited to 3. 

If you want to keep the session recording, your specialist
can send you a link to the file. That way, you can share the session with your entire team and onboard additional
users for only $100. 

Alternatively, if you want more than 3 team members to participate on a call with our Proposal Specialist, you can
book additional, paid Onboarding Sessions.

Onboarding Sessions Tailored to Your Needs

If you already have an idea of how your team should use Better Proposals but don’t have the time to train them, we can do it for you. All you need to do is let us know what your ideal Better Proposals process looks like and one of our Proposal Specialists will train your team according to your company’s best practices.

On-Brand Templates to Impress Clients

With our library of 200+ document templates, it’s safe
to say that you will find something that works for
your business. However, if you want an extra professional
touch, our designers can help you create your perfect template. Whether you have the structure in mind or you
want to start from scratch, we’re here to help with our
Template Design Services.

Your Investment

Below you can find the yearly and monthly subscription fees for our Entreprise Plan, as well as optional services we offer.

Recommended Plan
Enterprise Plan
15 Users
$2,952 /year
Selected
Enterprise Plan
15 Users
$357 /month
Select
Onboarding Session Recording
Get a recording of your free session and onboard additional users later on
$100
One-off Total
$100
Annual Total
$2,952
Optional Template Design Services
Template Spruce Up (per template)
You have the text and structure, but you want a designer's final touch.
$295
Custom-Made Template (per template)
You want to start from scratch and get a custom-designed template.
$1,495
One-off Total
$1,790
Additional Proposal Specialist Sessions
Onboarding
You want to help team members master the basics of Better Proposals.
3
@ $98.33
$294.99
User Training
You want our specialist to train your team in line with your company's best practices.
3
@ $98.33
$294.99
One-off Total
$589.98
One-off Total
$2,479.98
Annual Total
$2,952

Next Steps

If you would like to join 10,000+ happy Better Proposals users,
follow the simple steps below.We would be delighted to have you.

Step 1

Choose a monthly or yearly subscription above and add any optional service you are interested in.

Step 2

Sign below by typing your name and clicking on “Sign Proposal”.

Step 3

We will arrange the initial interview where we will gather all the necessary details.

Step 4

We will set up the billing and be in touch with your invoice details.

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Why our customers love us

"I save over 100 hours a month using Better Proposals. It's the best investment one can make to improve their work schedule and client conversion"



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Start sending high conversion proposals today

Join 10,000+ happy customers and enjoy a simpler, faster, and more professional way to win more business.