What is Better Proposals?

Better Proposals is an innovative online tool designed to streamline the process of creating, sending, and tracking business documents such as proposals, quotes, contracts, and more. It caters primarily to small businesses, freelancers, and professionals who seek an efficient way to impress clients with visually appealing and well-structured documents. With a focus on automation and ease of use, Better Proposals helps users avoid common pitfalls associated with traditional document management, such as formatting errors, lost emails, and missed follow-ups.

Features

Better Proposals offers a variety of features aimed at enhancing the document creation and management experience. Below are some of the key features:

1. Intuitive Document Editor

The platform provides a user-friendly editor that simplifies the process of document creation. Users can easily customize pages, integrate media, and format content without worrying about spacing or layout issues. The real-time preview feature allows users to see how their document will look to clients before sending it.

2. Customizable Templates

Better Proposals comes with a library of professionally designed templates that users can customize to match their branding and messaging. This ensures that every proposal not only looks professional but also reflects the unique identity of the business.

3. Document Tracking

One of the standout features of Better Proposals is its tracking capability. Users can see when a client has received, opened, read, forwarded, or signed their document. This level of insight allows users to know the right time to follow up, increasing the chances of closing deals.

4. eSignature Integration

The tool supports legally binding eSignatures, making it easy for clients to sign documents digitally. Better Proposals records the date and time of the signature, detects the signatory's IP address, and saves their email address, ensuring a secure signing process.

5. Document Expiry Dates

Users can set expiry dates on their documents, creating a sense of urgency for clients. This feature not only helps in negotiations but also aids in keeping track of the sales pipeline.

6. Document Types

Better Proposals supports various document types beyond proposals, including quotes, brochures, statements of work, contracts, sign-offs, and job offers. Users can create and sort documents into folders for better organization.

7. Import Existing Documents

The platform allows users to import content from existing Word documents, enabling them to create ready-to-use templates quickly. This feature is particularly beneficial for those who have previously used traditional document formats.

8. Integrations

Better Proposals can be integrated with several popular CRM systems and other tools, allowing users to send personalized documents directly from their CRM, manage projects, and handle billing seamlessly.

9. 24/7 Customer Support

The support team at Better Proposals is available around the clock, ensuring that users receive assistance whenever needed. With an average response time of just two minutes, users can expect prompt and helpful responses to their inquiries.

10. Learning Resources

Better Proposals provides a wealth of resources, including tips, tricks, and guides on using the platform effectively. The Learn Center offers valuable insights into proposal writing and best practices, helping users improve their skills.

Use Cases

Better Proposals is versatile and can be used in various scenarios across different industries. Here are some common use cases:

1. Freelancers

Freelancers can use Better Proposals to create professional-looking proposals that impress potential clients. The ease of use and customizable templates allow freelancers to quickly generate documents that reflect their unique style and expertise.

2. Small Business Owners

Small business owners can streamline their sales processes by using Better Proposals to manage client communications and document submissions. The document tracking feature helps them stay on top of client interactions and follow-ups.

3. Sales Teams

Sales teams can benefit from Better Proposals by utilizing the tracking features to monitor client engagement with proposals. This insight enables them to tailor their follow-up strategies and increase conversion rates.

4. Agencies

Marketing and creative agencies can use Better Proposals to present project proposals, quotes, and contracts to clients. The ability to customize templates and integrate media allows agencies to showcase their work effectively.

5. Consultants

Consultants can leverage Better Proposals to create detailed statements of work and proposals for potential clients. The platform's organization features help them manage multiple client documents efficiently.

6. Educational Institutions

Educational institutions can utilize Better Proposals for creating job offers, contracts, and other administrative documents. The user-friendly editor simplifies the process for staff members who may not have extensive technical skills.

Pricing

Better Proposals offers a straightforward pricing structure that caters to various user needs. The pricing plans typically include:

• Free Trial: A 14-day trial period with no credit card required, allowing users to explore the full range of features before committing.
• Monthly Subscription: A monthly plan that provides access to all features, including document tracking, eSignatures, and customer support.
• Annual Subscription: A discounted annual plan that offers the same features as the monthly subscription but at a lower overall cost.

Users can choose the plan that best suits their needs, and they have the flexibility to cancel at any time.

Comparison with Other Tools

When comparing Better Proposals with other document management tools, several unique selling points stand out:

1. User-Friendly Interface

Unlike some competitors that may have steep learning curves, Better Proposals prioritizes ease of use. The intuitive editor and real-time preview make it accessible for users of all skill levels.

2. Comprehensive Document Types

Many proposal tools focus solely on proposals, but Better Proposals supports a variety of document types, making it a more versatile choice for businesses that require multiple document formats.

3. Tracking and Insights

The document tracking feature is more advanced than what many competitors offer. Users can see detailed engagement metrics, allowing them to tailor their follow-up strategies effectively.

4. eSignature Capabilities

Better Proposals provides integrated eSignature functionality, eliminating the need for third-party services and making the signing process seamless for clients.

5. 24/7 Customer Support

The availability of customer support around the clock sets Better Proposals apart from many competitors, ensuring users can get help whenever they need it.

6. Continuous Improvement

Better Proposals is committed to evolving based on customer feedback. Users can expect regular updates and improvements to the platform, ensuring they always have access to the latest features.

FAQ

Q: Is Better Proposals suitable for large businesses?
A: While Better Proposals is primarily designed for small businesses and freelancers, it can be used by larger organizations as well, especially those looking for a straightforward document management solution.

Q: Can I customize templates in Better Proposals?
A: Yes, Better Proposals offers a library of customizable templates that allow you to tailor documents to match your branding and messaging.

Q: How does the document tracking feature work?
A: The document tracking feature provides insights into when a client has received, opened, read, forwarded, or signed a document, helping you know the best time to follow up.

Q: Is there a mobile app for Better Proposals?
A: Better Proposals is optimized for mobile devices, ensuring that documents look great on smartphones and tablets, but there is no dedicated mobile app at this time.

Q: What types of documents can I create with Better Proposals?
A: You can create various document types, including proposals, quotes, contracts, statements of work, sign-offs, and job offers.

Q: Can I import existing documents into Better Proposals?
A: Yes, you can import content from existing Word documents, allowing you to create templates quickly and efficiently.

Q: How can I get support if I have questions?
A: Better Proposals offers 24/7 customer support, and you can reach out to their team through the platform for assistance.

In conclusion, Better Proposals is a powerful tool that simplifies the document creation and management process for businesses of all sizes. With its intuitive features, customizable templates, and robust tracking capabilities, it empowers users to create professional proposals that stand out and drive results. Whether you are a freelancer, small business owner, or part of a larger organization, Better Proposals can enhance your efficiency and help you close more deals.