Better Proposals

Avantages

The fantastic support team, and that it provides potential clients with an online experience vs a "document"

Inconvénients

How limited the layout options were; we could pull off some of the deeper customizations we wanted to in order to match our current website and branding.

Alternatives envisagées 

Pourquoi passer à Better Proposals

Avantages

I LOVE Better Proposals because the platform gives me an advantage over my competitors. It provides a unique digital approach with a polished (aesthetic) without losing utility. The platform allows me to leverage graphic design, ease of use (point & click), and sales strategy (pitch & content).

Inconvénients

It's not very easy to pull in existing presentations. While I believe there's a way to pull in a PDF or Word Doc and edit it as a Better Proposal Doc, I haven't figured out how to do that effectively. So I have to reproduce some of my existing presentations, pretty much, from scratch.

Avantages

I like that I can make a proposal, save things as a template, and make a decent looking proposal.

Inconvénients

I found the template builder a little bit clunky with the design and lost my designs a few times as I was learning the platform.

Alternatives envisagées 

Pourquoi choisir Better Proposals 

Pourquoi passer à Better Proposals

Avantages

In previous roles, proposals have been crudely formatted word documents or presentation pitch decks. It took a little while to get used to the system, but once you have the gist of how it works, it's incredibly easy to use. We consistently receive great feedback from prospects about the proposals.

It's incredibly easy to use internally and doesn't feel 'cluttered'.

Inconvénients

It does take a little while to get used to, but that would be the case with any system.
There are a few little features that would be useful, but none that I would deem critical.

Avantages

Better Proposals allows me to send professional proposals to my clients easily and efficiently. My proposals are better than some business's websites. My conversion rates are over 70%.

Inconvénients

Nothing to dislike, Better Proposals is an ace in my book.

Alternatives envisagées 

Pourquoi passer à Better Proposals

Avantages

Easy to use, allowed us to make sure that we could customise our proposals to each client and in a short time. A very professional system.

Inconvénients

I can't think of anything I didn't like.

Avantages

It makes your branding look polished, professional, and leaves a good impression. It's easy to use because it's digital and allows you to track the reader's movements which is helpful.

Inconvénients

Formatting and aesthetics can sometimes be very cumbersome.

Avantages

It really makes my proposals and documents look so professional. It's clean, modern and is perfect for it's purpose. User friendly. Notifications on actions from customers are just so good.

Inconvénients

I've worked around most of the things that BP can do better in. But can do with some more capabilities.

Avantages

It is very flexible, and there is a lot of good video tutorials if you want to master your proposals. Another thing is that it is not only for proposals, but you can send contracts, information and much more. It looks very professional and the customer support is the fastest I´ve ever experienced.

Inconvénients

To be honest I don´t have many cons with Better Proposals. It might not be for every business, but for me it is pretty much spot on.

Avantages

The proposals look great and are fast and easy to use, for me and the client.

Inconvénients

Being from a small country our specific payment process (mollie.com) is not supported, but that's okay. If this was critical I could always use STRIPE as that is supported.

Avantages

What I liked most about Better Proposals is its user-friendly interface coupled with powerful features like customizable templates and real-time tracking. These elements not only streamline the proposal creation process but also provide valuable insights into client engagement, significantly improving the odds of closing deals.

Inconvénients

What I liked least is perhaps the learning curve for some of the more advanced features, which might be intimidating for users who are new to proposal software. However, everything else is fantastic. Even the pricing! I think you can charge more!

Avantages

I like how straighforward it is. You make the template and then you can just send out a complete and impressive contract/agreement/proposal in minutes. We used to do these by modifying a word doc and this is just so much faster, easier, and more professional.

Inconvénients

Nothing. It's all good and we use it all the time.

Avantages

Better Proposals is a great asset to my business, it keeps me one step ahead of my competitors with my quotations looking stunning and is definitely having a positive effect in securing more work. The team at better proposals are brilliant! their technical knowledge is brilliant and the entire team offers a very friendly service.

Inconvénients

Being a SME, I'm always on the go, so an app would be great for me to create proposals on the go if you're not so savvy with computers, it's not easy to set up better proposals with Xero accounting software however, in saying this, the technical team went above and beyond in helping me do this which I'm extremely grateful for

Avantages

I love how Better Proposals can literally put you in a different level than competitors. Most businesses don't put a lot of thought into their proposals, and most companies don't do anything interactive with their proposals. But Better Proposals gives you high quality designs, and lets you insert amazing widgets into your proposals, like interactive pricing tables, payments, live chat, and signatures. And you can do it fast with the great template features.

Inconvénients

I don't like how some of the features are locked behind some higher plans. Not that they are super expensive, but I would have preferred to see plans based mostly on the number of proposals instead of locking important features away. There are a couple of things that I think MOST people will want to do with their proposals, like Zapier integration, that should be included. Regardless, these are a small number of features that are limited, so it's not a deal breaker.

Avantages

Better Proposal allows for fairly easy set up of templates and is great if you're sending out large volumes of proposals. It will give advanced data and insights into the potential client interaction with the proposal. I like Better Proposal for its dashboard as well as it tracks your metrics in the dollar value of the proposal.

Inconvénients

The text editor is a bit weak and often there are weird bugs with spacing and copy/pasting text from another source. Once you've got a template you like it's easy, but changing things once it's been set is quite annoying. If the text editor improved and broadened in its capabilities, it would be the perfect proposal software.

Avantages

Beautiful, easy to use, flexible. I've learned that the more I work on my templates, the less time it takes to create a really remarkable proposal with high close rates. It feels great when people tell me how great my proposals are. I don't tell them I can produce a fabulous 8 page proposal in about 40 minutes from my client call notes.

Inconvénients

You have to name your text blocks and media files well because there is no preview function.

Avantages

It's so easy to use. No learning curve. And LOVE all of the new templates.
I also love how I receive an email immediately after a client signs the document.
I like how Better Proposal lets me know how long the client has read the proposal- it let's me know if they are serious or not.
The software itself is very simple, and professional. Better Proposals definitely steps up your game with their professional onboarding system.

Inconvénients

I cant think of any. So far I am really happy with it

Avantages

Totally Online, white labeled and Zapier lets me connect this directly with Xero to supply an invoice on proposal acceptance and get paid instantly. Proposal tracking features let me see when they've opened and are busy reading and I can make myself available for questions through chat functionality.

Inconvénients

I'd like the option to host on Betterproposals servers with CNAME.

Avantages

As a web designer, I need my proposals to be just as much a work of art as the sites I create. Better Proposals makes that possible, with a simple backend and stunning output. Plus, the software tracks how long each person spends on each section of the proposal - which is amazing. PLUS, it's incredibly affordable.

Inconvénients

I would love to see a few more options for section design. What they have looks great, so I'm not complaining. That said, more is always a good thing. PLUS, I wish I could have multiple pricing charts in one proposal. Big oversight.

Avantages

I generally dislike this aspect of the business in both industries within my areas of expertise which are website development and graphic design, however, with Better Proposals I find that it removes that bitter taste when thinking of preparing a proposal or contract.

Simple, clean, user friendly interface.

Convenient integrations such as CRM and Live Chat.

The templates are beautifully designed and gives that professional look and feel that can wow clients. It stands out from the basic templates you'd find elsewhere on the internet.

Inconvénients

As I'm currently only running this on Free trial for a limited time, I have yet to come across any cons.

Avantages

I love the ease of use of this platform. I set up a template for each of my services. Then, once I've had an initial phone call with a prospective client, I send the proposal. It details all of the services in a beautiful way and really helps me show, not tell, the value of my services.

Inconvénients

The design experience is so easy to use that it lacks some flexibility I wish for. Also, some of the integrations can be harder to setup - It'd be great to have more of the "add-ons" available to the base subscription.

Avantages

It helps me keep track of all my proposals, what stage they are and most importantly, use previous proposals as templates for the next one. Tracking of opens, read time and proposed and won work is great.

Inconvénients

Very few, it does everything I need it to do - Perhaps integration into my bookkeeping software would save even more time, but i recommend it to all my B2B clients.

Avantages

This software is probably some of the best support I've used in a while.They are constantly improving and adding features. Hands down one of the best software I've used.

I love the fact you can accept payments, even subscription payments. I love the fact you can integrate it into your site so that the proposed link and URL is on your site (White Label). I just love the fact the dev is actually making good on their roadmap of improvements!

Inconvénients

Nothing, this software does what it should. I can't complain because the cost is great and the features are even better!

Avantages

We switched to this tool from sending out slideshows. It’s much better than our Google sheets, that’s for sure! We love the templates and blocks you can create. It’s nice to know when clients are looking or reviewing proposals too!

Inconvénients

The biggest con is having to email the proposal. The in-tool email is really limited, I never want to use it, so I use a dummy email and then just copy the link to send to my client.

Avantages

Initially I was looking for a simple way to standardise and streamline proposals. An online format is what I wanted most, and this one allowed me to make my proposals be on my own domain. This product seemed the best value for money.

Inconvénients

Would like a little more formatting / customising ability. But TBH what's there now works.