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Better Proposals Review: Pros, Cons, Features and Pricing Explained

Better Proposals is a proposal software designed for teams who need to create, send, and track digital proposals and follow ups without friction. If you’re tired of messy document versions, slow sign-off times, or proposals that don’t stand out, Better Proposals streamlines proposal workflows with polished templates, e-signature capabilities, and real-time analytics.

In this review, I’ll cover Better Proposals’ features, use cases, pros and cons, and pricing—so you can decide if it fits your revenue operations tech stack.

Better Proposals Evaluation Summary

Better Proposals streamlines proposal creation, tracking, and client approvals.
Rating
4.7 /5
Pricing
  • From $13/user/month (billed annually)
  • 14-day free trial

Why Trust Our Software Reviews

Better Proposals Overview

If you’re judging proposal software by interface and onboarding ease, I think Better Proposals sets itself apart with its ready-to-use templates and quick setup—even non-technical teams can get started fast. Its pricing is competitive and the analytics make tracking a breeze, though integrations are more limited than some alternatives. I’d suggest it’s a strong fit for small to midsize revenue teams who want digital signing and modern branding without complex configuration. For users prioritizing design and simplicity over endless customization, Better Proposals is an easy pick.

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.

Core Features

Digital Signatures

Clients can sign proposals instantly from any device. E-signatures are legally binding and tracked automatically.

Payment Integrations

Collect deposits or full payments directly in your proposals. Stripe and PayPal support speeds up deal execution.

Real-Time Analytics

Track when, where, and how often proposals are viewed. Get notified the moment a prospect opens or signs.

Proposal Templates

Choose from a library of modern, customizable templates. Every template is mobile-friendly and designed for digital delivery.

Content Library

Save commonly used sections and reuse them in new proposals. Insert pre-approved content with a click for faster creation.

PDF Export

Download or send proposals as professionally formatted PDFs. This ensures clients can view documents offline or archive them easily.

Ease of Use

Better Proposals stands out for user-friendly interface with its drag-and-drop editor, clear navigation, and quick-start templates. Most users say onboarding takes minutes, not hours, which speeds up adoption. I think even first-timers will find proposal creation straightforward, thanks to guided steps and instant previews of every change.

Integrations

Better Proposals integrates with HubSpot, Salesforce, Pipedrive, Zoho CRM, Freshsales, Zapier, Stripe, PayPal, and Asana, among others.

It also offers a public API and connects with third-party integration tools for broader workflow automation.

Better Proposals Specs

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Better Proposals FAQs

Phil Gray
By Phil Gray

I've spent nearly two decades leading operations across SaaS, media, and logistics. As COO at Black & White Zebra, I scaled the company to $20M+ revenue and built Finance and GTM operations from scratch. At Thinkific, I led Revenue Operations and guided the company's 2021 public debut. At Procurify, I doubled ACV and helped close a $20M Series B. I hold an MBA from UBC and a BA from the University of Victoria.