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April 29, 2025
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Tired of clunky proposal processes and chasing clients for signatures? Better Proposals offers a streamlined solution to create, send, and manage professional proposals, boosting your close rate and saving you valuable time. This comprehensive guide walks you through the essentials, from better proposals login and account setup to leveraging advanced features like real-time tracking and e-signatures. Whether you're a solopreneur sending a few proposals a month or a large enterprise managing complex deals, understanding how to use Better Proposals effectively can transform your sales workflow. We'll also explore pricing plans, security features, and alternative platforms to ensure you find the perfect fit for your business needs.
Better Proposals is online software designed to help you create and send professional business proposals. It’s all about making the sales process smoother and keeping clients engaged, a huge plus for any business looking to streamline proposals. The platform lets you build impressive proposals quickly, so you can wow clients, strengthen your brand image, and feel more confident about closing deals.
Better Proposals offers several key features, including an intuitive editor and a library of proposal templates. You can also manage e-signatures, which simplifies getting contracts signed. Plus, they've built-in security measures to keep your information safe. To stay on top of things, use their tracking and automation features to see how clients interact with your proposals and automate follow-ups. All of this makes creating and sending proposals easier, helping you track client engagement and close more deals. For a deeper dive, check out the Better Proposals site.
Getting started with Better Proposals and logging in is straightforward. Here’s a quick guide to get you up and running:
First, you'll need a Better Proposals account. Head to their website and sign up. Once you're in, inviting team members is easy. From the left sidebar, click "Settings." Under "Users and Teams," select "Users," then click "Add New User." This lets you manage user access and collaborate on proposals. For detailed instructions, visit the Better Proposals Help Center.
Logging in is simple. Go to the Better Proposals login page, enter your registered email address and password, and click "Log In." Keeping your login credentials secure is essential, so use a strong password.
Having trouble logging in? Double-check your email address and password. If you’ve forgotten your password, you can reset it directly from the login page. For a smoother onboarding experience and to avoid common login issues, the Better Proposals onboarding guide offers helpful tips and troubleshooting advice.
Better Proposals offers a suite of features designed to streamline your sales process and help you close deals faster. Let's take a closer look at some of the key components that make this platform stand out.
Creating professional, visually appealing proposals is easy with Better Proposals' intuitive editor and extensive template library. You can choose from over 260 pre-designed templates covering various industries and use cases or build your own from scratch. The drag-and-drop interface makes customizing proposals with your branding, images, and text simple, without needing any coding or design skills. This feature is a game-changer for businesses looking to create polished, modern documents efficiently.
Secure and legally binding e-signatures are essential for any modern business. Better Proposals simplifies this process, allowing clients to sign proposals electronically from anywhere. This speeds up the closing process and adds extra security for confidential information. The platform tracks who opens, reads, and signs your proposals, providing valuable insights into client engagement.
Knowing when and how clients interact with your proposals is crucial for effective follow-up. Better Proposals offers real-time tracking and analytics, giving you visibility into when proposals are viewed, which sections are read, and how long clients spend on each page. This data helps you time your follow-ups perfectly, increasing your chances of closing the deal.
Better Proposals integrates seamlessly with various other business tools you might already be using, such as CRMs, project management software, and payment gateways. This streamlines your workflow and ensures that all your essential business applications work together efficiently.
Once you’re inside the Better Proposals platform, make the most of its features with these helpful tips.
Better Proposals offers a library of over 260 professionally written and designed document templates. These provide a strong starting point, but remember, customizing them to reflect your brand and client needs is key. Think of the templates as flexible frameworks, not rigid documents. Small tweaks like adding your logo, adjusting the color scheme, and incorporating client-specific details create a polished, professional proposal. The platform makes it easy to create professional, modern documents without needing coding or advanced design skills.
Knowing when a client opens your proposal, which sections they focus on, and whether they’ve shared it internally offers valuable insights. Better Proposals’ real-time tracking lets you see how clients interact with your documents. Use this data to create a targeted follow-up strategy. Instead of generic check-in emails, tailor your communication based on their engagement. This shows you understand their needs and are invested in their decision-making process.
E-signatures streamline the closing process and reduce the back-and-forth of traditional contracts. This saves time and adds professionalism and security. The software tracks who opens, reads, and signs your proposals, creating a clear audit trail. This is especially useful for proposals with multiple stakeholders, ensuring everyone is informed and the process moves smoothly.
Better Proposals offers tiered pricing to suit various business sizes. Let's explore each plan to help you find the right fit.
Perfect for solopreneurs or small teams new to proposals, the Starter Plan offers core Better Proposals features for $19 per user monthly (or $13 with annual billing). You can create and send up to 50 documents per month, making it a practical starting point.
Growing businesses needing more features and higher sending limits should consider the Premium Plan. At $29 per user monthly (or $21 with annual billing), it includes custom domain setup, CRM integrations, and Zapier access, connecting you with thousands of other apps. This streamlines workflows and boosts your professional image. Learn more about Better Proposals pricing on Cone.
Larger organizations with complex needs and high-volume proposal creation will appreciate the Enterprise Plan. For $49 per user monthly (or $39 with annual billing), it offers unlimited document submissions, crucial security features (password protection, content locking), and manager approvals for better control and compliance.
Check the Better Proposals website for current deals, as promotions and discounts can change. Annual billing often provides significant savings compared to monthly. Consider your needs and budget to choose the best value. A hands-on trial is a great way to determine which features you truly need.
Security is top-of-mind for everyone handling sensitive business information. Better Proposals understands this and has several features in place to protect your data. The platform complies with GDPR, meaning they adhere to strict data privacy and security standards. This is essential for any business, especially those working with sensitive client information.
Better Proposals uses robust 256-bit SSL encryption to secure your account and documents. This encryption safeguards your data, ensuring that everything transmitted between you and the platform remains private. Each document you send has its own unique, encrypted link, preventing unauthorized access. You can also enable two-factor authentication (2FA) on your account for an added layer of security. 2FA requires a second form of verification beyond your password, making it much harder for unauthorized users to gain access.
If you're on the Enterprise plan, you have the option to password-protect individual proposals. This gives you granular control over who can view specific documents, which is especially useful for highly confidential proposals.
Better Proposals has earned positive feedback from users across various industries, highlighting how effectively it streamlines proposal creation. Customers often mention how the platform elevates the professionalism and design of their proposals, leading to better efficiency and higher conversion rates. For example, one user shared how Better Proposals helped them "move from a quote to a professional proposal," demonstrating the software's ability to create polished and effective documents (Capterra). Reviews on FeaturedCustomers emphasize how Better Proposals has "consistently garnered positive feedback," with users appreciating the increased professionalism and efficiency it brings to their process. The overall user satisfaction is clear, with Better Proposals earning an impressive 4.6 out of 5-star rating based on aggregated user reviews on Product Hunt.
Winning proposals require more than just a list of services and pricing. They tell a story, showcase your understanding of the client's needs, and present a compelling case for why you're the best choice. Let's break down how Better Proposals can help you achieve this.
The content of your proposal is paramount. Focus on clearly articulating the value you bring. Instead of simply listing features, explain how those features translate into tangible benefits for the client. Better Proposals provides the tools to create compelling content that resonates with clients, focusing on their pain points and demonstrating how your solution addresses them. Think about using storytelling to make your proposal more engaging and memorable. A well-crafted narrative can capture the client's attention and create a stronger connection.
A visually appealing proposal is more likely to be read and remembered. Better Proposals offers a library of professionally designed templates, making it easy to create a polished and professional document. These templates ensure your proposals are not only informative but also visually appealing, even without advanced design skills. A clean layout, clear typography, and strategic use of visuals can significantly enhance readability and make a positive impression.
Creating a sense of urgency can encourage clients to act. With Better Proposals, you can set expiry dates on your proposals, prompting clients to make timely decisions. This feature not only improves pipeline management but also increases your chances of closing deals. By setting a deadline, you subtly nudge the client towards a decision, preventing proposals from sitting in their inbox indefinitely. This also helps you manage your sales process more effectively.
Better Proposals offers several ways to get help if you hit any roadblocks. Their Help Center is packed with articles and guides covering everything from basic login procedures to more advanced features. Need to add a new team member? You can find step-by-step instructions for that.
Better Proposals also integrates with Zapier, which lets you connect it to other apps in your workflow. This can be a real time-saver. And if you ever need one-on-one help, you can reach out to their customer support team. They also have a simple password reset process if you ever get locked out of your account.
If you’re shopping around for proposal software, you’re likely looking for specific features at the right price. While Better Proposals is a solid option, exploring alternatives can help you find the perfect fit for your business. Let’s take a look at a few key competitors.
Breeze is user-friendly proposal software designed to streamline the entire proposal process. It helps you create, send, and manage proposals efficiently, saving you time and effort. If you're seeking a straightforward and intuitive platform, Breeze might be a good fit. You can schedule a demo to see if it meets your needs.
Proposify is often cited as a strong Better Proposals alternative. It offers a robust suite of features, including customizable templates, in-depth analytics, and legally binding e-signatures. Its ease of use and integrations with other business tools make it a popular choice. For more information, explore this comparison of Proposify alternatives.
PandaDoc is another leading contender, providing comprehensive tools for creating, sending, and tracking proposals. Its intuitive interface and robust functionality, including document automation and payment processing, are frequently praised. The ability to integrate with various CRM systems is a bonus for managing client relationships. This PandaDoc review highlights its key features.
Qwilr distinguishes itself with visually appealing proposal designs and interactive elements. You can create web-based proposals incorporating videos, images, and other multimedia content to engage clients. Qwilr’s analytics features also allow you to track proposal interactions and gain valuable insights. If you'd like to learn more, check out this overview of Qwilr alternatives.
Is Better Proposals suitable for freelancers and small businesses, or is it geared more towards larger companies?
Better Proposals offers plans designed for businesses of all sizes. The Starter plan is a great entry point for freelancers and small teams, while the Premium and Enterprise plans cater to the expanding needs of larger organizations with more users and higher proposal volumes. Choosing the right plan depends on your specific requirements, such as the number of proposals you send each month and the features you need.
I'm concerned about the security of my proposals. What measures does Better Proposals have in place to protect my data?
Better Proposals takes security seriously. They use 256-bit SSL encryption to protect your data during transmission and storage. Each proposal has a unique, encrypted link, and you can add two-factor authentication to your account for extra security. The Enterprise plan also offers password protection for individual proposals, providing an additional layer of confidentiality for sensitive information. Their GDPR compliance further demonstrates their commitment to data privacy and security.
How does Better Proposals compare to other proposal software options available in the market?
While Better Proposals is a strong contender, exploring alternatives like Breeze, Proposify, PandaDoc, and Qwilr can help you find the perfect fit. Each platform has its strengths. Breeze is known for its user-friendly interface, Proposify for its robust features, PandaDoc for its document automation, and Qwilr for its visually engaging designs. Consider your specific needs and budget when evaluating these options. Many offer free trials, allowing you to test their features and determine which platform aligns best with your workflow.
What if I need help using Better Proposals? What kind of support resources are available?
Better Proposals offers several support avenues. Their Help Center is a comprehensive resource with articles and guides covering a wide range of topics. They also offer direct customer support if you need personalized assistance. Plus, integrations with tools like Zapier can streamline your workflow and connect Better Proposals with other apps you use.
Can I track how clients interact with my proposals? How detailed are the analytics?
Yes, Better Proposals offers real-time tracking and analytics. You can see when clients open your proposals, which sections they read, and how long they spend on each page. This data helps you understand client engagement and tailor your follow-up strategies for maximum effectiveness. You can use these insights to address specific client questions or concerns, increasing your chances of closing the deal.
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