Claude is most helpful with proposal writing when it has plenty to work from, like the client’s brief, your notes from the discovery call, and proposals your clients have signed before. Use it to work through the brief and draft your sections, and with our integration, let it put together the first version of your proposal inside your account.
Better Proposals is specifically designed to help you create proposals that impress clients, from templates with your branding to interactive pricing tables, eSignatures, and payments on the same page. Claude is a great place to start but Better Proposals is where you turn that start into a signed deal.
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Claude is good at the parts of proposal writing that take care and patience, which is why its drafts can look perfect at first glance. Here is where Claude shines:
A Claude Project holds files and instructions that apply to every chat inside it. If you upload a few proposals your clients have signed, along with notes on your tone and the phrases you use, Claude uses them as a guide for structure and wording each time you start a new proposal.
Upload an RFP, tender, or client brief and Claude can list the requirements, deadlines, and evaluation criteria for you to write against, along with the questions you still need to ask the client.
Claude handles long, specific instructions well, like keeping to a word count, avoiding certain phrases, or explaining technical work to a reader who isn't technical.
Our Premium and Enterprise plans include an integration that connects the AI tool you already use to your Better Proposals account. Claude Desktop and Claude Code are among the tools that can connect, along with Cursor, Antigravity, and any other AI tool that supports MCP.
Tell Claude which template to use and who the proposal is for, and it puts together the first version of your proposal inside Better Proposals, with your logo, fonts, and brand colors already in place. From there, you fact check, edit, and refine before you send it off.
Find out more about how the integration works on our AI proposal generator page.
It helps to think of Claude as an idealist. It looks for areas to improve and fills them in with the best-case scenario, whether you asked it to or not. Although this is great for helping you include things you may have missed, it can also overpromise while you unknowingly underdeliver.
Leave a gap in your notes, like a date or what the price includes, and Claude may fill it with guesses that sound reasonable, then state it with the same confidence as everything else.
Claude works from whatever you last uploaded to a Project, so if your prices or services have changed since then, the draft can quote the old ones.
Claude may add deliverables that sound helpful, like an extra round of revisions or a monthly report, that you never agreed to with the client.
Claude can reuse the words from your notes to describe your client's goals and still miss what they care about most. Would your client recognize their own situation in these sections?
What you need to do |
How Better Proposals handles it |
How Claude can support it |
|---|---|---|
| Start a new proposal | ||
| Start a new proposal |
260+ templates, with your logo, fonts, and brand colors already applied |
Puts together the first version inside Better Proposals from the template you choose, through our integration |
| Keep your wording consistent across proposals | ||
| Keep your wording consistent across proposals |
A Content Library of approved sections anyone on your team can add to a proposal |
Drafts new sections in the same style as the signed proposals and notes in your Claude Project |
| Present your pricing | ||
| Present your pricing |
Interactive pricing tables with optional extras, and a total that updates as your client selects them |
Writes a short description for each line item and optional extra, to the length you ask for |
| Make sure the proposal isn't signed after a deadline | ||
| Make sure the proposal isn't signed after a deadline |
Automatic expiry dates, so the proposal can't be signed after the date you set |
Reads the RFP or brief and lists its deadlines, so you know which date to set |
| Fit proposals into the rest of your tools | ||
| Fit proposals into the rest of your tools |
Our API and Zapier integration |
Creates proposals from your templates in Claude Code, alongside the rest of your work in the terminal |
Even with the integration, Claude can’t edit a proposal once it’s been created. Your checks happen in the Better Proposals Editor, where you add what’s missing, correct anything that’s off, and personalize it before you send it off.
Set up your products and services then simply add them to the pricing table from the list in your account. The numbers come from what you charge today rather than from the draft.
Our Premium and Enterprise plans include our Document Checker, which looks over your proposal before you send it and suggests changes based on what wins in your industry.
Enteprise plan lets teams collaborate risk-free allowing you to send a proposal to your manager, get feedback and have an approval before it reaches the client.
Also on our Enterprise plan, you can lock sections like your terms and conditions so they stay exactly as approved and can't be changed by accident.
Once the proposal is correct, your client gets it as an interactive web link rather than a file, and everything they need to do happens on that page.
Your client opens the proposal from a link and it reads comfortably on any device, with nothing to download.
If the price or scope changes on a call, you edit the proposal and your client sees the update on the same link, so there's never an older version to sign by mistake.
When they're ready, your client types or draws their signature on whatever device they're using. When more than one person needs to sign, our Enterprise plan lets you set the order they sign in.
Straight after signing, they can pay a deposit or start a monthly subscription through Stripe, PayPal, or GoCardless without ever leaving the page.
Our Starter plan gives one user up to 10 documents a month, with templates, interactive pricing tables, eSignatures, payments, and tracking. It suits you if you’d rather copy your work from Claude into Better Proposals yourself.
Premium includes the AI integration that connects Claude to your account, along with unlimited users, 50 documents a month, your own domain, and custom onboarding flows.
Our Enterprise plan adds unlimited documents, manager approvals, content locking, and advanced user permissions.
On the Claude side, you’ll need Claude Desktop or Claude Code. Claude’s free plan has usage limits you’ll reach quickly when you’re creating proposals through the integration, and Claude Code is only available on its paid plans, so if you plan to use Claude regularly, you’ll need a paid Claude subscription as well.
Whichever Better Proposals plan you’re considering, you can try it free for 14 days without a credit card.
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